Guide
Set up #deliver
Configure your email system so your team can trigger secure Documentd delivery from their normal email accounts, without sending document attachments into the customer’s inbox.
Overview
#deliver lets your users send documents securely from approved business email addresses. The email triggers Documentd delivery, but the attached files are not sent into the customer’s Gmail, Outlook, or other inbox.
Before you start
Before you configure #deliver, your organisation needs a Documentd account and customer-facing branding.
2. Add your branding
Add your company name, logo and optional brand colour so customers recognise the delivery experience.
3. Open the admin portal
Once your account is active, configure email routing from the admin portal.
Go to admin portal →How setup works
Microsoft 365 setup
For Microsoft 365, use the dedicated setup guide. Documentd can support an automated setup process where admin access is available, or a manual configuration using Exchange routing.
Other email systems
Other email platforms can be configured by creating an equivalent routing rule. The rule should identify messages containing #deliver and route those messages to Documentd.
Test the setup
Once routing is configured, send a test message from an approved email account.
Hello,
Please find your test document attached.
#deliver
If setup is working, Documentd will process the attachment and the customer will receive secure access to the document.
What users do after setup
Once #deliver is enabled, ordinary users do not need to think about routing or configuration. They simply add #deliver when they want Documentd to handle secure delivery.