We have further enhanced our amazing bulk document feature so dealerships can now send large groups of documents in one scan job to a unique email address for AI splitting and processing - saving your employees valuable time.
Custom emails available for Auto Bulk Scanning and Other documents is only available for dealership with 20 or more users or on our Dealership Plan.
Setup
Select an existing Bulk Document Job that has the same settings you would like to send directly via email.
Example
Document Type = Service - RO
Separation Method = DocAI
Please ensure that bulk documents are in order, have common templating and that the first page is the first page of an RO. To improve accuracy, consider including the drivible code on each first page. You may need to contact your DMS.
Add users who you would like to be notified if a processing fails?
[Create Email Address]
Copy and paste this unique email address or save the email address in your scanner for automatic Processing.
Your scanner and email client may have restrictions on the total file size that can be sent from your scanner. To test, send the same document to an external email address to see if it can be sent. Talk to your IT department, you may need to reduce quality, colour or DPI settings to meet your own thresholds.
Note: Drivible cannot send you notifications for emails that are not successfully sent from your scanner or email client.
Note: Drivible has a limit of 40mb for each bulk document received.
Review
It is recommended that a user also reviews the Bulk Document list to ensure that each job was received, processed properly and that scans are in the order intended.
Drivible allows the split documents and the original bulk files to be searchable and are search indexed but we do not guarantee that each bulk document can be separated 100% successfully.
Other Documents
A dealerships custom documents can also have custom emails assigned so you can send documents directly from your scanner or email client.
Simply, go to an existing Other Document and review the Reference labels, Profiles and users that have access.
Any document sent to a custom email address will have the same parameters attached to that document.
[Create Email Address]
Copy and Paste email address where you can now send documents with these parameters directly from your email program or scanner.
You can find all your unique email upload address; Admin>Upload Addresses>Table View and use the filters if required.
