Setting up Automatic Mail Scanning

 

If you would like to have your mail automatically scanned whenever it arrives in our office, all you need to do is set the rules in your mailbox.

To get to the rules, you will need to use the drop down box at the top right of the screen to get to your Mailbox.

The Mailbox is where you can get a summary of your address, folders, and the people on your account.  It's important that you add the names of everyone who will be receiving mail through your account here!

 

Once you're on the Mailbox page, click the 'rules' link.

On this page, you can set up all rules for your account!  In this article, we'll go over setting up automatic mail scanning.

Number 1 in the image below are your sorting rules.  This is simply to tell us where to sort your mail to when it arrives, and lets you put mail into different folders.  We have another article that goes into more detail about the setting up your folders here.

Number 2 is what will allow you to set up automatic mail scanning.  Simply click the 'add new folder rule' button.  This will give you several drop down options that will allow you to fully customise how you use our services.

In this example, We'll switch on automatic scanning for the 'catch all' folder.  Your selection will look like this.  Once you're happy with the rule, just click the 'add rule' button.

Once the new rule is added, your rules will look like this.  You'll see your settings and it will indicate that automatic scanning is switched on.  This will simply scan your mail for you.

If you would like your mail to be destroyed once it has been scanned, you can set the following rule

When this rule is set, it means that the mail will be destroyed automatically once the scan is complete.

PLEASE NOTE:  If our staff notice that the mail contains something like a new bank card or cheque, we will override the destroy command and keep the letter.  You can then request us forward that item to you, or if you still want it destroyed just email us with written confirmation to destroy it.

If you ever wish to turn off the automatic mail scanning, all you need to do is to delete the automatic scanning rule.

Just click the trash bin icon to the right of the rule you want to remove.

Once deleted, the rule is gone and your mail will no longer be automatically scanned.

Have more questions? Submit a request

Comments

Powered by Zendesk