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  1. SiteDocs Help Center
  2. Admin Panel
  3. Sharing Info With Others

How to set up Receiving PDFs by Email in SiteDocs

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1. Select Locations from your menu bar

Select Locations from your menu bar

2. Select the Location you want these particular Forms categorized under

Select the Location you want these particular Forms categorized under

3. Select Auto-Share

Select Auto-Share

4. In the Receive PDF by Email section, choose Select Form Types

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5. Select the Form Template you would like these particular PDFs to be categorized as

Select the Form Template you would like these particular PDFs to be categorized as

6. Select Apply

Select Apply

7. SiteDocs will create a randomized Email Address that is associated with this Location AND Form Template. Any PDFs sent to this particular email address will be uploaded to SiteDocs as such.

SiteDocs will create a randomized Email Address that is associated with this Location AND Form Template. Any PDFs sent to this particular email address will be uploaded to SiteDocs as such.
⚠️ Note that if multiple PDFs are sent to the same address, they will all be categorized as this selected Form template. It is recommended to set up a separate email address for each Form Template you will be receiving
​⚠️ Also Note that if the Email address is deleted from your Admin Panel, the emails sent to it will bounce and will not be uploaded to your SiteDocs account.

 

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