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 email addresses for each instance on the platform. Every entity or client has it's own email address, which lets Digits properly route messages from anyone to the correct place.
You can find the email address for your instance in Settings.
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.