Automations in Received Digital allow you to create rules that automate recipient requests for items. Setting up an automation is helpful when a recipient requests the same action for every mail piece or package, or the mailroom simply wants to control the action that’s requested for any given recipient and item type.
While the possibilities are endless, here are a few examples where it might make sense to create an automation:
When an automation is set up, a couple things happen a bit differently after the item is received and sent to the recipient:
To create a new automation…
Start by giving the automation a descriptive name that gives you a general idea of what it’s for. For example, “Open and scan mail for accounting team.”
Next, choose which type of items, mail or packages, you would like this automation set up for.
Next, choose which recipients this automation should apply to. If you select All Recipients, you can also choose to exclude certain recipients in the field below.
If you select Specific Recipients, you will need to specify which recipients the automation will apply to.
Finally, select which action will be requested with this automation.
When you’re done, click Create Automation, and your new automation will be applied to items sent to recipients going forward.