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How do I email documents into a Project?

Explains how users can email documents directly into a Project

E
Written by Ellis Walsh
Updated this week

Short answer

Each Project has a unique email address you can send files to. Allowed senders’ emails are added automatically, while others go to Pending for admin review.

Full explanation

With Email to Project, you can quickly add documents to a Project by sending them as email attachments. This makes it easy to upload files without logging into the platform.

Here’s how it works:

  1. Send the email
    Every Project has a unique email address. Attach your files and send them to that address.

  2. Check sender permissions
    When an email arrives, AskTuring checks whether the sender is on the Allowed list for that Project.

    • If the sender is Allowed, their attachments are added instantly.

    • If not, the email is marked as Pending for review.

  3. Review pending emails
    Admins can manage this from the Project Setting tab, and choose Email to Project. Emails are sorted into:

    • Approved Emails – already searchable in the Index

    • Pending Emails – waiting for review

    • Denied Emails – blocked and not added

    Admins can open Pending emails, review attachments, and either Approve (adds to Index) or Deny (blocks permanently).

  4. Manage allowed senders
    To streamline the process, add trusted email addresses in the Senders tab. Allowed senders’ emails go directly into the Index, while Denied senders are automatically blocked.

Tips

  • Add frequent contributors (like your own email address) to the Allowed list so their files skip the review step.

  • Use Denied status for unwanted addresses to prevent spam or accidental uploads.

  • Review Pending emails regularly to keep your Index up to date.

Examples

  • A law firm has partners forward signed contracts directly to their Contracts Project. Partners are on the Allowed list, so documents become searchable immediately.

  • A manufacturing business receives invoices by email. Finance staff are Allowed senders so invoices appear instantly in their Finance Project.

  • financial services firm allows only certain client managers to email documents into sensitive Projects, keeping tighter security controls.

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