Email to Doc Storage
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Leanne Fifield
There is increased use of scan2focus where invoices are readily being forwarded to the scanner and placed in Invoices for coding, it is such a wonderful tool. Now that we have Document Storage in the Vault, it would be great if we could forward emails that have Account Statements directly to the Document Storage box (like if it had an inbox and then we created folders to place the forwarded docs into). You wouldn't require a scanner, as you don't use the detail. You just need the attachment to fall into an Inbox. You could do that with HP docs, loan docs, or really anything other than invoices that have been attached to an email.
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Katrina Geddes
Yes great idea Leanne. Would be great to also have the ability to add a password or specific user access to some folders/documents so you can save important business docs in their also and still let advisors and others access any other documents they need.
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Amelia Dale
Fabulous idea!
Mikayla - Farm Focus
Hi Leanne, thank you for your feedback.
I agree this is a great suggestion, I will pass it on to the development team for consideration and keep this open to gauge support from other users.