Can I have all my items or specific mail automatically scanned?

You may opt to Turn On Auto Scan from your mailbox. By doing so, all incoming items will be automatically opened and scanned for you.

You also have the option to automate all of the following requests depending on which mail type is selected, Scan, Recycle, Shred, Transfer.

Note: Transfer refers to transferring mail items to a different recipient under the same account.

How do I set up automations?

Step One - Open the settings menu (Gear Icon)

Click the image to view it in full size.

Step Two - Select automations

Step Three - Select the add automation button to add a new automation

This screen will display the list of all created automations. This is highlighted in BLUE.

You can edit a previously created automation by selecting the Pencil Icon, or you can delete it by selecting the Trash Can Icon. These are both highlighted in GREEN.

To create a new automation, select the + Add Automation, highlighted in RED.

Step Four - Set up the automation

In the box highlighted in RED, you are able to name the automation, and choose which mail is effected.

Note: You must select New received mail items, in order to automate Recycle or Shred requests.

Within the box highlighted in GREEN you can choose if the automation applies to all senders or specific senders. You can also select which mail types the automation is applied to.

In the box highlighted in BLUE, you can select what request you would like to automate.

Select the Save button to save and apply the automation, select Cancel to cancel it.