Setup a Mailbox

The first thing you'll need to do is create a mailbox when you login the first time. You can manually forward emails or utilize rules in Outlook or filters in Gmail to forward emails to the system automatically. Alternatively if have other software that can send emails directly you can set those up to send directly to the new email created. 

Here are three helpful articles to show you how to forward from Gmail and Office 365/Outlook. 

Automatically forward Gmail messages to another account - Gmail Help (

Turn on or off automatic forwarding in

Use rules to automatically forward messages (

You can click on the copy icon next to the mailbox to copy the email address you just created. 

 Once you send in some emails click on Documents


Then click into the document subject to begin setting up the parsing rules. 


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