Summary:

An alternate way to upload a document is through utilizing the messaging feature of the application. In the document vault the primary user of the client account will see a bar that is used to set the permissions for who is allowed to upload documents using the messaging feature on the application. These settings determine if only the primary account user can upload documents this way, or if users who only have specific permissions, or anyone with access to email can utilize this feature.

The purpose of this feature is so that should someone email the client account’s unique messaging email with an attachment, that attachment would be directly uploaded into the document vault in a temporary folder. Depending on the permissions this would allow for someone who is not an account user, for specific users, or any account users to upload documents directly to the vault for the primary account user to edit and organize in whichever way they choose.

For more information on the topic of messaging, please see Messaging Feature on this ReadMe document.

Usage:

To set the specific permissions for who can upload documents into the ‘Document Vault’ this way, the primary account user can choose this from the drop-down menu in their ‘Document Vault’ and then click ‘Update.’ The same bar where the settings are located will display the messaging email that any attachments should be sent to. This messaging email listed here can be clicked on, in which the user would be prompted to enter a custom messaging email address.