The most comfortable way to import documents to the CANDIS account is the Mail-Sync-feature. Under Settings > Mail-Sync you will find the unique mail-sync-address of your account.
This address is permanently assigned to the CANDIS account and cannot be changed. In addition, this menu view contains the history, as an overview of mails as well as the attached documents which were imported to the CANDIS account in the past.
Wit clicking on an actual mail, you will find additional information like:
date of receipt
text- & HTML-content
All documents extracted by CANDIS are accessable with clicking on Open in CANDIS.
💡Tip: Configure an automated forwarding rule to the CANDIS account from your invoice address.
Nearly all CANDIS users are automatically forwarding their incoming emails that contain invoices to the CANDIS account. For that we recommend you to establish a dedicated mail address for incoming invoices only, e.g. like firstname.lastname@example.org. 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 prevented by setting up a forwarding.