ProductDocuments Ocr
Email document ingestion
Dedicated inbox addresses for supplier invoices and receipts.
Overview
Configure inbound email mailboxes so suppliers and apps can deliver documents without manual upload.
Where in the app
- Documents → Email —
/c/companies/:companyId/documents/email
Step-by-step
- Open Documents → Email ingestion settings. (Expected: mailbox list.) (UAT-C-COMM-EMAIL-001)
- Create or rotate inbound address and allowed senders. (Expected: DNS/MX documented for IT.) (UAT-C-COMM-EMAIL-001)
- Send test message with PDF attachment. (Expected: message appears in ingestion log.) (UAT-C-COMM-EMAIL-001)
- Verify document created in library. (Expected: OCR job enqueued.) (UAT-C-COMM-EMAIL-001)
- If SPF/DKIM fails, message rejected with visible error in log. (UAT-C-COMM-EMAIL-001)
- Review the audit trail on the record. (Expected: activity event with actor and timestamp.) (UAT-C-COMM-EMAIL-001)
Permissions and modules
Communication email ingestion + Documents admin.
Feature coverage
| Key | Title | Module | Docs impact | Summary | Risk | UAT |
|---|---|---|---|---|---|---|
communication.email-ingestion | Inbound Email Ingestion with Routing and Security | documents | optional | Inbound Email Ingestion with Routing and Security | high | UAT-C-COMM-EMAIL-001 |