Configure An Account to Forward New Documents To Your Email Forward Address

Once you have set up your Hubdoc account to allow for email forwarding (see the link to set it up here: Setting up email forwarding), you need to select which accounts forward documents to the email address. Follow these instructions to set it up:

1. Login to Hubdoc. 

2. Hit the 'Accounts' link in the top right of the home screen of the application

3. Select which account you want to forward to email and click on the link below the Date Added field. 

4. A yellow control panel will appear below the selected account. See the screenshot below. The last option underneath the Destinations heading is a checkbox that says 'Forward to Email Addresses'. Click this checkbox and hit the Save button.

Bam. You have now set up email forwarding for this account. 

 

Please note that if you would like documents to be automatically forwarded to your selected email address(es), check the 'Auto-send' box in the configuration panel (screenshot below). Enabling this option will forward new documents to the checked email address(es) when they are processed in Hubdoc. This will eliminate the need to manually review the documents. 

 

Screen_Shot_2018-04-03_at_9.24.41_AM.png 

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Comments

1 comment
  • I've never seen anything without a help button anywhere. Aren't there any tutorials? How does one learn how to use this?

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