Use an email export profile to automatically send documents to specific email addresses. It's also possible to link the export profile to notifications, ensuring the recipient is always informed. This article explains how to create an export profile for email.
Open the browser on your computer or laptop and go to the Incontrol portal. Log in with your email address and password.- Go to 'Organization' on the left side of the menu
- Select 'Export Profiles' in the new menu
- Click on the blue '+' button to make a new connector.
- Select 'Email' and 'Send an email with every new document'.
- Click on 'Name' to give the Export Profile a name (this can be done later).
- Under 'Settings' the subject and content of the email can be altered. Here you can also choose which files are send with the email.
- Press the '+' button next to 'Users' to add a user
- Select the user you want to add
- Repeat these steps if you want to include multiple users in the Export Profile
- Click the '+' button next to 'Email addresses' to add an email address.
- Enter the email address you want to add.
- Repeat these steps if you want to add more.
Extra
Alternatively, create an export profile for Microsoft OneDrive (Excel Online).