Sending Documents to Digits by Email
When you forward emails to Digits, we scan for financial documents and route what we find into the right workflows for you.
Email Addresses For Each Digits Instance
Digits issues a unique email address for each instance (each business or client) in your workspace. This ensures any emailed documents are routed to the correct place.
Where to find the email address
You can find a Digits email address in two places:
From inside a specific business or client
Open the dashboard for the business or client.
From the left navigation, click Settings.
You’ll see that instance’s unique Digits email address.
From the main dashboard (for firms with multiple clients)
On your firm dashboard, look for the card for each client.
The unique Digits email address appears directly on the card under the client’s name.
Documents Digits Handles Automatically
Documents are read and processed automatically by Digits and used in features like Bill Pay, Invoicing, Receipts, or Reconciliations, depending on what they contain.
Automatically processed documents can be:
PDFs
Images (for example: JPG, PNG)
Email body HTML
When these contain bills, invoices, receipts, or statements, Digits will:
Scan the content
Recognize the document type
Route it into the right workflow automatically
Other File Types We Store
Digits also supports many other file types via email. These are stored in Documents, so everything lives in one place.
Examples:
CSV
XLS / XLSX (spreadsheets)
DOC / DOCX (Word docs)
And many other standard formats
You and your team can view or download these files anytime—they just won’t trigger automated Bill Pay / Invoicing / Receipts / Reconciliation flows (for now).
If an email doesn’t include a supported document, we’ll send an automatic reply letting you know we couldn’t process it.
Frequently Asked Questions
Is emailing documents into Digits secure?
Yes—emailing documents into Digits is designed to be secure.
What happens when Digits receives the email? As soon as the email reaches Digits, Digits encrypts the contents right away. That means the document is stored in Digits in an encrypted form.
Is the email protected while it’s being sent? Digits uses an inbound email service provider (SendGrid) that supports TLS and STARTTLS, which can encrypt the email while it’s traveling from the sender to Digits. If the sender’s email system uses TLS/STARTTLS, the message can be protected in transit.
Is email always fully secure end-to-end? Not always. Email can pass through different systems before it reaches Digits, and Digits can’t control whether every sender and every email system in between uses encryption or stores messages securely.
What should I do for very sensitive documents? If a document is highly confidential, the safest option is to upload it directly in Digits using the Documents page. This avoids email and helps ensure the file is protected by Digits’ encryption from the start.
When is emailing documents into Digits a good option? Email ingestion is a convenient choice for documents that already come through email, like bills, receipts, statements, and vendor attachments. It’s a simple way to get files into Digits without downloading and re-uploading them.
Got a question or feedback? Our team is all ears—come say hello!