PARSER GUIDES

Send Documents by Email

Ways to Add Documents

Connect Gmail or Outlook, or forward document attachments to a PARSER inbox

Connect a Gmail or Outlook inbox for automatic imports, or forward a document attachment to PARSER without downloading it first.

Choose your email guide

Connect a mailbox or forward messages?

• Connect Gmail or Outlook when you want PARSER to monitor one selected mailbox. You can filter senders and import attachments, the email body, or both.
• Forward to a PARSER address when people or mail rules should send documents to a parser, folder, or document classifier.

Connecting a mailbox imports new messages into the selected parser. Forwarding lets you choose a parser, folder, or classifier address for each message or rule.

Forward to a PARSER address

Copy the PARSER email address

Open the parser's Document Inbox and copy the email address shown near the top.

Forward the document

Open the message in your email app, click Forward, and paste the PARSER address into To. Make sure the original document is still attached, then click Send.

Check the result

Return to PARSER. The attachment appears in the Document Inbox and starts processing.

When processing finishes, open the document and check the extracted data.

View the received email

When an email snapshot is available, the document viewer includes an Email tab next to the attachment. Open it to check the subject, sender, recipients, date, and message body without returning to your email app.

Sending somewhere more specific

• Use the parser address for one document type.
• Use a folder address to place documents directly in a client or project folder.
• Use a classifier address when emails may contain different document types.

See Choose the Right PARSER Email Address when you need one of these workflows.

Need more control?

For messages sent to a PARSER inbox address, use Configure Email Processing to restrict senders, limit attachment types, or process an email body without an attachment. If an email does not appear, use Troubleshoot Email Imports.

Email bodies and attachments use credits separately. See How Credits Are Calculated when estimating the cost of a long email conversation.