You can forward an email with a signed contract right into ContractSafe. Or scan a contract and have the scanner email it into ContractSafe. And, like anything else you upload into ContractSafe, we will convert any non-searchable documents attached to the email into searchable documents.
Look for your email-in address at the bottom of the “Add New Contracts” window. Just click on “Add New Contracts” on your main Dashboard.
And in the dialog box that opens up, your email-in address is below the main window.
When you send an email in, the document name(s) in the email will show up as the document name(s) in ContractSafe. You can always rename it later.
Any text in the email will go into the Notes section in your account. This is really handy if someone is emailing a contract in with instructions. Or you just want to keep the paper trail of the email!
You can also assign a Type to the emailed documents by simply putting Type=FILL IN HERE at the end of the subject line. For example, to assign the Corporate Type, you'd add Type=Corporate.
Any Account Owner, Administrator, or Account Manager can change the email to be something easy to remember or use for your organization. For example, firstname.lastname@example.org. They can also set whether Admins and the Account Owner receive notification (via email) when a document is uploaded. This can all be managed by clicking Email-in Settings under Settings.