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Configure attachment processing

Use Attachment processing to control how the selected company handles PDFs, images, spreadsheets, and documents received by email.

Who can do this​

You need company:inbound_emails:configure_processing to change these settings.

Update a file type​

  1. Use the company switcher to select the company you want to manage.
  2. Select Settings in the main navigation.
  3. Under CONFIGURATIONS, select Attachment processing.
  4. Find PDF, Images, Spreadsheets, or Documents under File type.
  5. Change Ingest for that file type.
  6. Under Decision, select Auto or Manual.
  7. Change the split-files switch if one file can contain multiple records. For a company that calls its records invoices, this appears as Automatically split files with multiple invoices.
  8. Select Save in the page action bar.

Use Reset to discard unsaved changes.

What you should see​

The saved settings remain selected for each file type. New email attachments use the current settings for the selected company.

If something goes wrong​

  • If the controls are read-only, your role does not include attachment-processing configuration.
  • If the split-files label uses a different record name, follow your company's configured label.
  • If an attachment was already received, changing these settings does not promise to reprocess that earlier attachment.

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