How to set up email forwarding for documents

Find your inbound email address

Every DocExtract account has a unique email address for receiving documents. You'll find it on the upload page under the "Email" tab.

Set up forwarding

In your email client, create a forwarding rule. Any email that matches your criteria — like invoices from a specific vendor — gets forwarded to your DocExtract address.

What happens next

DocExtract picks up the attachment from the forwarded email and starts processing it. You'll see the document in your dashboard within seconds.

Tips for best results

Make sure the document is attached to the email, not just pasted in the body. PDFs work best. If the sender includes the document as an attachment, forwarding will work perfectly.