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Google Workspace manual setup

Configure #deliver using Gmail routing and compliance rules. This lets your team route approved customer emails through Documentd while continuing to work in Gmail.

Estimated time

5–10 minutes

Required access

Google Admin access

This setup will not disrupt your current email service. It only routes outbound emails that match the #deliver rule.

1

Open Gmail settings

Open the Google Admin console so you can configure Gmail routing.
  1. 1
    Log into the Google Admin console at .
  2. 2
    Select 'Apps'.
  3. 3
    Select 'Google Workspace'.
  4. 4
    From the list, select 'Gmail'.
2

Configure the StayPrivate host

Add StayPrivate as a mail host so Gmail can route approved emails to the Documentd secure delivery service.
  1. 1
    Click 'Hosts'.
  2. 2
    Click 'ADD ROUTE' to add a new mail route.
  3. 3
    Enter the name .
  4. 4
    In 'Enter host name or IP', enter .
  5. 5
    In the numeric field next to it, enter the port number .
  6. 6
    Click 'Save'.
3

Create the content compliance rule

Create a rule that identifies outbound emails containing and routes them through the StayPrivate host.
  1. 1
    Go back to the Gmail settings page by clicking 'Settings for Gmail' near the top.
  2. 2
    Scroll near the bottom and click 'Compliance'.
  3. 3
    Scroll to 'Content compliance' and click 'CONFIGURE'. If you already have a rule, click 'ADD ANOTHER RULE'.
  4. 4
    Under 'Content compliance', enter .
  5. 5
    Under '1. Email messages to affect', select 'Outbound'.
  6. 6
    Under '2. Add expressions that describe...', select 'If ALL of the following match the message', then click 'ADD'.
  7. 7
    Change 'Simple content match' to 'Advanced content match'.
  8. 8
    Under 'Location', select 'Headers + body'.
  9. 9
    Under 'Match type', select 'Matches regex'.
  10. 10
    Under 'Regexp', enter , then click 'SAVE'.
4

Add the processed-header exception

Add an exception so emails already processed by Documentd are not routed again.
  1. 1
    Click 'ADD' to add another expression.
  2. 2
    Change 'Simple content match' to 'Advanced content match'.
  3. 3
    Under 'Location', select 'Full Headers'.
  4. 4
    Under 'Match type', select 'Not contains text'.
  5. 5
    Under 'Content', enter , then click 'SAVE'.
5

Route matching emails

Tell Gmail what to do when the #deliver rule matches an outbound email.
  1. 1
    In '3. If the above expressions match, do the following', select 'Modify the message'.
  2. 2
    Under 'Route', check 'Change the route'.
  3. 3
    Click 'Normal routing' and select .
  4. 4
    Under 'Spam', check 'Bypass the spam filter for this message'.
  5. 5
    Click 'SAVE' in the bottom right.

Setup complete

You can now use #deliver

Outbound emails containing #deliver will be routed through Documentd for secure customer delivery.

Remove #deliver from Google Workspace

Remove the Gmail rule and host if you no longer want to use #deliver.