Admin portal
Welcome back
Sending
Copy-in
Copy Documentd into emails you already send so attached documents are delivered into your customer’s private document space in Keepd.
Your copy-in address
Add this address to an email with customer documents attached. Documentd will process the attachments and deliver them securely.
Copy this address
Write your customer email
Create the email as normal, addressed to the customer who should receive the documents.
Attach the documents
Add the files you want Documentd to deliver into the customer’s Keepd space.
Copy in Documentd
Add filing@documentd.com to the email. Documentd will identify the customer and process the attached files.
Customer receives secure access
The customer receives a branded notification and opens the documents using their private PIN.
Optional folder routing
You can add a folder instruction such as #folder Reports to place documents into a customer folder automatically.
Unlike #deliver mail routing, the folder instruction will remain visible in the email sent to the customer.