Documentd Customer document delivery
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Copy-in delivery

Add Documentd to an email

If you are already sending documents by email, copy in Documentd so the attachments are also delivered into your customer's secure document space.

See example What customers receive

How it works

Copy filing@documentd.com into an email you are already sending. Documentd reads the email, processes the attachments, and delivers the documents into your customer’s secure space.

Optionally, include #folder followed by a folder name anywhere in the subject or message body to store the documents in a specific folder.

1

Write your email as normal

Address the email to your customer and attach the documents you want to send.

2

Copy in Documentd

Add filing@documentd.com to Bcc or Cc. Optionally, include #folder Folder Name in the subject or body to organize the documents into a folder.

3

Send the email

Your customer receives your normal email, and Documentd handles the document delivery behind the scenes.

4

Documents are stored

The documents are available in your customer’s secure document space, so they can find them again later.

Example

In this example, the customer receives the email as usual. Documentd also receives a copy and files the attached document securely.

To customer@example.com
Bcc filing@documentd.com
Subject Your statement

Hi Sarah,

Please find your updated statement attached.

Let me know if you have any questions.

#folder Statements

PDF Statement.pdf
Tip: Add #folder followed by a folder name anywhere in the email subject or body to automatically organise the documents for the customer.

When to use it

Copy-in delivery is best when you are already emailing the customer and do not want to change that workflow:

  • You are already sending the customer an email
  • You want the documents stored somewhere better than the inbox
  • You want the customer to be able to find the documents again later

If you want documents to stay out of the email inbox entirely, use #deliver instead.

Tip: Use Bcc if you do not want the customer to see the Documentd copy-in address.

How this differs from #deliver

Copy-in delivery is for emails you are already sending to the customer. The documents are emailed as normal, and also stored in Documentd.

With #deliver, the documents are not sent to the customer’s email inbox at all. They are delivered directly into their secure Documentd space instead.

Copy-in delivery

Email + Documentd. The customer receives the email, and the documents are also stored for later access.

#deliver

Documentd only. Documents are delivered securely without being sent through the customer's inbox.

Choose another way to send

Compare all four ways to send documents with Documentd.

View docs