Automations: Email Forwarding

Email forwarding gives you a dedicated @files.docuclipper.com address tied to a specific project and document type. When you (or a vendor, client, or colleague) send a PDF to that address, DocuClipper picks up the attachment, starts a job automatically, and the results appear in the project. No manual upload needed.

This is the fastest way to handle invoices or receipts that vendors email you directly.

Setting up email forwarding

1. Open the project and select the document type you want to process (for example, Invoices & Receipts).

2. On the upload page, click Set up automations. A card expands showing the email and cloud storage options.

3. Under Email forwarding, click Set up forwarding email.

4. DocuClipper generates a unique address such as:

   invoice-acme-42-a3f7x8@files.docuclipper.com
   

5. Click Copy email to copy the address to your clipboard.

6. Add that address to your email client as a forwarding rule, or give it to vendors as a dedicated inbox for their invoices.

How it works

• Any email sent to the address is fetched by DocuClipper.
• PDF attachments are extracted and a job is created in the project, exactly as if you had uploaded the file manually.
• The email subject becomes the job name, so you can trace which email produced which job.
• Emails without PDF attachments (or with unsupported attachment types) are silently ignored.

One address per project and document type

Each forwarding address is unique to the project + document type combination. If you need separate inboxes for invoices and bank statements, set up the automation on each document-type page within the same project.

Sharing the address

You can share the forwarding address with anyone who should be able to submit documents to the project (vendors, clients, or team members). There is no authentication on the sending side; anyone who knows the address can trigger an ingest.

Keep the address private if you want to control who can submit documents.

Troubleshooting

• Job not created after sending an email: allow a minute or two for delivery and processing. Check the project's recent jobs list for the new job.
• Attachment not processed: DocuClipper only processes PDF attachments. Images and other file types are skipped.
• Lost the email address: reopen Set up automations on the document-type page; the address is shown there with a Copy email button.