You can sync your emails directly from Outlook instead of creating forwarding rules or manually forwarding emails. This feature will also also declutter bid invites from your inbox and neatly organize them into a BasisBoard folder that we create.
In this article, we'll discuss two things:
How to sync your inbox with BasisBoard
Choosing which emails to sync
How to sync your inbox
To enable the Email Sync feature, navigate to My Profile > Email Accounts and click on the Add Account button. Then, provide the credentials (login and password) for the email account you want to sync with BasisBoard.
Currently, we are only compatible with Outlook, but are soon adding Gmail, and other 3rd party providers.
Choosing which emails to sync
Once connected, you will be able to choose if you want to enable syncing all platform emails from your inbox.
Sync all bid related emails from your inbox
This option will take bid invites from platforms such as (BuildingConnected, PlanHub, SmartBid, BlueBook, etc) and move them into the
BasisBoardfolder we create in your inboxYou will also be able to drag raw text emails, or emails that we miss into the
BasisBoardfolder to send projects to your board
If you choose to not enable this option, you'll always be able to manually drag emails into your BasisBoard folder to sync with your board. Do not delete this folder!
Commonly asked questions
How long does it take to see my project in BasisBoard?
Syncs typically take 3 minutes to run.
How do I know if my emails are processed?
After processing, we tag your email with a BasisBoard label, if it's not there, that means it hasn't synced yet!
If you or your team need assistance or have feedback, as always, feel free to schedule time with us here!