Skip to main content
Documentation
Documentation
Last Updated: 2025-09-19
Set Up Email Intake

Set Up Email Intake

With email intake in Contract Management and Document Intelligence, you can:
  • Configure your email to receive new documents. See Set Up Email Intake for Documents.
  • Manage email rules to determine access.
  • Set up a designated email folder for users to send documents to Contract Management and Document Intelligence.
  1. Click
    Admin.
  2. Click
    Email Intake
    .
  3. Complete the task:
    Option
    Description
    Email Settings
    Set up email intake for new documents.
    The intake email address is system-generated with a series of random characters that make it difficult to guess and submit documents without approved access.
    Folder Settings
    Set up a designated folder to upload emailed documents automatically.
    Permissions and Whitelisting
    Set up permissions to enable all users or particular groups of users to email documents to Contract Management and Document Intelligence.