Business Mailroom
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      2. Business Mailroom

      Docyt's Business Mailroom

      Table of Contents

      A. Accessing the Business Mailroom

      B. Managing your Inbox

      C. Forwarding Documents

      D. Linking to Document Requests

      E. What Documents to Send to the Business Mailroom


      A. Accessing the Business Mailroom 

      Web Application:

      1. To access the Business Mailroom from the Business Home page through the web application, follow these steps:

        1. Log in to your Docyt account.
        2. Click on 'Documents' in the top menu.
        3. Choose 'Mailroom' from the options.

      Mobile App:

      For a seamless and convenient experience, we recommend using the mobile app to scan and upload documents directly to the Business Mailroom. Here's how to do it:

      1. Open the Docyt mobile app.
      2. Tap the 'PLUS' button.
      3. Select the 'Other Documents' option.
      4. Scan and upload your documents one at a time.

      B. Managing your Inbox:

      1. Any documents sent to the custom email address (as shown in the box below) for the Business Mailroom will appear in your 'Inbox'.


      2. You can easily filter the documents in your 'Inbox' based on document status, name, or date range.

      3. To upload a new document from your computer:

      a. Click on the blue plus sign in the upper right corner.

      b. Click 'Select from your computer'.

      c. Choose the file you want to upload. Once uploaded, the document will appear in your list.

      C. Forwarding Documents:

      To forward documents from the Business Mailroom, you have two methods:

      Method 1:

      1. Select a document from the list by clicking the blue check box.
      2. Click 'Forward' in the upper right corner.


      3. A window will appear, allowing you to select the business name and its corresponding modules. These modules include Accounts Payable, Receipt Box, Business Mailroom, Revenue Center, and Bank Statements, where documents can be sent from the business mailroom. Choose the desired business name and module, then click 'Continue' to proceed.

      Method 2:

      1. Click the three dots icon on the right side of the document row.
      2. Select 'Forward' from the drop-down menu.
      3. Transfer the document to other modules like Accounts Payable, Receipt Box, Business Mailroom, Revenue Center, and Bank Statements.

      D. Linking to Document Requests:

      To link Business Mailroom documents to requests made by accountants, follow these steps:

      1. Click the three dots icon on the right side of the document row.
      2. Select 'Link to Document Request' from the drop-down menu.
      3. Choose the appropriate request.
      4. Click 'Add Document to Request'.
      5. A green icon will appear in your Business Mailroom Inbox list, confirming the link.

      E. What Documents to Send to the Business Mailroom in Docyt

      To learn more about the specific documents that should be sent to the Business Mailroom in Docyt, please refer to this article.