Enabling email in OmniPATH

Overview

OmniPATH's inbound email service allows you to receive invoices and other documents directly from suppliers via email. Once enabled, you'll have a unique, secure email address that automatically processes incoming documents and adds them to your system.

Why use inbound email?

Inbound email services offer several advantages:

• Streamlined document receipt: Suppliers send directly to your secure OmniPATH email
• Automatic processing: Documents are automatically captured and processed
• No manual uploads: Eliminates the need to download and re-upload documents
• Supplier convenience: Makes it easy for suppliers to submit invoices
• Centralised inbox: All supplier documents arrive in one place
• Audit trail: Complete record of when documents were received

How to enable inbound email services

Step 1: Navigate to inbound settings

1. Go to Organisation Settings in your dashboard
2. Click on Inbound from the settings menu
3. You'll see the inbound email configuration card

Step 2: Enable the service

Click the 'Enable' button to activate inbound email services.

Step 3: Your custom email address

Once enabled, the system will present you with your custom, secure email address. This address is unique to your organisation and looks something like:

custom-id@dev-mail.omnipath.ai

Important: This email address is:

• Unique to your organisation
• Secure and encrypted
• Permanent (doesn't change once created)
• Exclusively for receiving supplier documents

Step 4: Copy your email address

Copy your custom email address to your clipboard, or manually note it down for distribution to suppliers.

Disabling inbound email

If you need to temporarily or permanently disable the service:

1. Go to Organisation Settings > Inbound
2. Click Disable button
3. Confirm you want to disable the service

Note: Disabling does not delete your email address. Re-enabling will restore the same address.

Warning: Suppliers may still send emails to the address while disabled. Consider:

• Notifying suppliers before disabling
• Setting up an auto-reply explaining the change
• Providing alternative submission methods

Getting support

If you need assistance with:

• Setting up inbound email for the first time
• Creating email aliases for different purposes
• Configuring advanced routing rules
• Troubleshooting delivery or processing issues
• Training suppliers on how to use the email address

Contact our support team, and we'll ensure your inbound email service is optimized for your needs.

Next Steps

After enabling inbound email:

1. Test the service by sending a sample invoice from your own email
2. Verify processing works correctly
3. Pilot with key suppliers before wide rollout
4. Create supplier communication materials
5. Monitor adoption and address any issues
6. Gather feedback from suppliers and internal users

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