Guide
Set up email routing with Microsoft 365
Configure your Microsoft 365 tenancy so emails containing
#deliver are securely routed to Documentd.
Automated setup
The easiest and safest way to configure your email routing is to use the automated setup process.
Sign in to the admin portal
Go to admin.stayprivate.com and sign in with your administrator account.
Start server configuration
Navigate to Secure Delivery → Server configuration.
Choose Microsoft 365
Select Microsoft 365 and follow the automated setup process.
Grant permissions
Approve the required permissions so Documentd can create the routing configuration securely.
Once complete, your email system will automatically route emails containing
#deliver to Documentd.
Alternative: manual setup
If you prefer, you can configure routing manually using Microsoft 365 mail flow rules.
Open Exchange Admin Center
Go to Mail flow → Rules.
Create a new rule
Add a rule that applies to outbound messages.
Set the condition
Match emails where the subject or body contains
#deliver.
Set the action
Route or forward the email to your Documentd processing address.
What this setup does
This configuration ensures that only emails explicitly marked with
#deliver are processed by Documentd.
- Normal emails are unaffected
- No changes to user workflow
- Routing only happens when explicitly requested
Test your setup
Send a test email with:
- An attachment
#deliverin the subject or body
You should receive a Documentd notification confirming delivery.
Next step
Once setup is complete, your team can send documents using their normal email workflow.