Editing Mailbox Settings
By accessing your Mailbox Settings, you can do the following:
- Review your plan & usage
- Update recipients list
- Edit scanning settings
- Update shipping addresses
- Manage tags
- Transfer mailboxes to a single login
Plan and Usage
Under this tab, you can view your mailbox address, your pricing plan, the billing cycle, and your account usage on a month-to-month basis via a graph.
You may also initiate a plan change or account closure from this page. To do this, click on either "Change Plan" or "Close Mailbox."
Important: After clicking on the appropriate button, a pop-up window will prompt you to send us an email. Let us know about your request, and we will help from there.
Recipients
Your recipients list can be reviewed and updated in this section. Recipients can be added at any time by clicking on "Add Recipient".
If you wish to remove a name, please send us an email ([email protected]). We'll be able to assist with the removal process.
Alternatively, you can initiate the removal or update of a recipient by clicking "Request Removal." A pop-up window will appear with instructions to send us an email directly from your user interface. Once we receive your request, we'll be able to help.
Scanning Settings
In this section, you can enable helpful features for your mail scans:
- Autoscan all incoming mail:
- When enabled, all incoming mail will be automatically placed into our queue for scanning and processed within 6 business hours. It is a convenient way to have your mail scanned as it saves you time from having to log in and manually submit a scan request for each envelope that arrives.
- Note: This setting does not apply to package items or mail bundles. If you receive a package or a bundle of mail, please email us to have the item(s) opened and scanned.
- When enabled, all incoming mail will be automatically placed into our queue for scanning and processed within 6 business hours. It is a convenient way to have your mail scanned as it saves you time from having to log in and manually submit a scan request for each envelope that arrives.
- E-mail me a PDF document of each new scan:
- When toggled, you will receive email notifications once your mail is scanned with the PDF attached.
- Note: If the PDF attachment is too large for your email server to capture, it may not go through. Should this happen, you will need to log into your mailbox account to view your mail.
- When toggled, you will receive email notifications once your mail is scanned with the PDF attached.
- Include the envelope in the scanned PDF:
- Some users wish to have a copy of the envelope along with the scanned mail content together. If you enable this setting, you'll be able to download both the envelope image as well as the content of your mail in one file.
Shipping Addresses
You can edit or remove current shipping addresses. If you wish to add a new shipping address, click on "Add New Address".
Tags
If you are using tags to help organize your mail, you will be able to remove them in this section.
Once you make a change on this tab, it will update all items that are using the tag.
Tags can be added directly from your Inbox by viewing the individual item.
Users and Permissions
Invite new users to your account and choose what they can manage.
Enter their name, email, and an optional message, then select a role (Administrator, Manager, User, or Viewer) to set their permissions.
Transfer Mailbox
To manage multiple mailboxes under a single login, select Start Transfer and follow the prompts.
Note on User Permissions: User accounts are global, but mailbox permissions are granted individually. For example, User 1 can have access to Mailbox A and Mailbox B, and User 2 can have access to Mailbox B and Mailbox C.