Email Document Attachment into File
6 steps
2 minutes
Brokerageengine
1
Navigate to the document file you want to email into.
2
Click this icon to copy the file’s unique email address or to upload documents directly through email.
3
Paste the copied email address into the ‘To’ field of your email. Ensure the display name matches the document file name.
4
Attach any files to the email, then click Send
Alert! May take up to fifteen minutes for the document to appear in the Document List
5
Find the document marked as Received.
6
If desired, click the scissors icon to split the document and assign pages to the correct document placeholder
Tip! See Knowledge Base: [Upload & Split function](https://help.brokerageengine.com/support/solutions/articles/43000723648-upload-split-document%3E)
Alert! If all pages are split to other checklist items, the original uploaded document will automatically move to Waived status. Any pages that are disregarded will remain in Received status.
Email Document Attachment into File
6 steps
2 minutes
Brokerageengine
1
Navigate to the document file you want to email into.
2
Click this icon to copy the file’s unique email address or to upload documents directly through email.
3
Paste the copied email address into the ‘To’ field of your email. Ensure the display name matches the document file name.
4
Attach any files to the email, then click Send
Alert! May take up to fifteen minutes for the document to appear in the Document List
5
Find the document marked as Received.
6
If desired, click the scissors icon to split the document and assign pages to the correct document placeholder
Tip! See Knowledge Base: [Upload & Split function](https://help.brokerageengine.com/support/solutions/articles/43000723648-upload-split-document%3E)
Alert! If all pages are split to other checklist items, the original uploaded document will automatically move to Waived status. Any pages that are disregarded will remain in Received status.
