The most comfortable way to import documents to Candis is the email import. Go to
Settings
Email inbox you will find the unique import mail address of your account.
This address is permanently assigned to your Candis company and cannot be changed. In addition, this menu view contains the history, as an overview of mails and the attached documents that were imported to Candis in the past.
With clicking on an actual mail, you will find additional information like:
date of receipt
sender
subject
text- & HTML-content
generated documents
All documents extracted by Candis are accessible by clicking on "Show".
💡Tip: Configure an automated forwarding rule to Candis from your invoice address: Nearly all Candis users are automatically forwarding their incoming emails that contain invoices to their Candis company. For that, we recommend you establish a dedicated mail address for incoming invoices only, e.g. like invoice@xzy.com. Just advise your team members to send invoices only to that specific address and nowhere else.
⚠️ Important: Some suppliers send out their mails without standardized transport encryption. These mails are rejected by our servers and would therefore be lost. This was prevented by setting up forwarding.
Mail forwarding with Outlook/Microsoft 365 in combination with a Microsoft Exchange Server:
On the mail server (Exchange Online) there is usually a policy in the antispam settings that blocks automatic forwarding to external email addresses by default.