When a document is uploaded to clickBACON, we send a confirmation email back to the person who sent it in. That’s great when it’s a user on your team — but not so great when it’s a customer or vendor and you don’t want them getting any follow-up.
Now you can choose exactly where those confirmations go by setting a custom reply email address for all uploaded documents.
Why you might use this:
You’re a bookkeeping partner who doesn’t want document confirmations going back to your customer
You’re uploading files on behalf of someone else, and you want to get the confirmations instead
You’ve asked your vendors to email documents in, but you don’t want them receiving any system replies
How to set your custom reply email address:
Click the gear icon
Choose SETTINGS from the drop down
Select the DOCUMENTS tab
Find the setting called EMAIL UPLOAD REPLY ADDRESS
Toggle the switch to ON
Click the ENTER button
Type in the email address where you want replies to go
Click UPDATE to save your changes
That’s it. Once it’s set, all document confirmation replies will go to the email you entered — no more emails going back to vendors or customers by accident.