Guide
Send using #deliver
Once your company has set up #deliver, you can trigger secure Documentd delivery from your normal email account without sending attachments into the customer’s inbox.
Overview
#deliver uses email as the sending interface, but Documentd as the delivery channel. You write an email, attach documents, add a delivery command, and Documentd sends your customer secure access.
#deliver, the customer receives a notification, but the files are not sent as inbox attachments.
If your company has not configured #deliver yet, start with the setup guide.
Basic send
Use #deliver when you want Documentd to deliver the documents securely and notify the customer.
Hello,
Please find your policy documents attached.
Kind regards,
Your Company
#deliver
What the customer receives
The customer receives a notification with secure access to the documents.
Where the files go
The files are delivered through Documentd and stored in the customer’s secure document space.
What stays out of the inbox
The files are not sent to Gmail, Outlook, or another email inbox as attachments.
Delivery commands
Choose the delivery command based on what you want the customer to receive.
#deliver
Sends a notification to the customer. The documents stay out of the inbox and are accessed through Documentd.
#deliver-silent
Files the documents in the customer's secure document space without sending a notification email.
#deliver-none
Sends the notification email with the attachments included. Use this only when you deliberately want the files included in the email.
When to use each command
#deliver unless you specifically need silent filing or inbox attachments.
Silent delivery
Use #deliver-silent when you want to place documents into the customer’s secure document space without sending a notification.
Hello,
Updated documents attached.
#deliver-silent
Include attachments in the notification
Use #deliver-none when you want the notification email to include the attached files.
#deliver if you want documents to stay out of Gmail, Outlook, and other inboxes.
Hello,
Please find the documents attached.
#deliver-none
Optional: organise with folders
Add a #folder instruction if you want the documents placed into a specific folder in the customer’s document space.
Hello,
Please find your report attached.
#deliver #folder Reports
Copy-in vs #deliver
Copy-in delivery is useful when you are already emailing documents to a customer. #deliver is for when you want to use email as the sending tool, but have Documentd handle secure delivery.
Copy-in delivery
The customer receives the email and attachments as normal, and Documentd also stores the documents.
#deliver
With standard #deliver, the customer receives a notification, but the files are delivered through Documentd rather than as inbox attachments.
Good to know
- You can place commands in the subject line or body.
- Use only one delivery command per email:
#deliver,#deliver-silent, or#deliver-none. - You can combine a delivery command with
#folder. - Documents are counted for pricing purposes when they are delivered.
Next step
See what your customers receive after you send a document with Documentd.