Our online document storage and online document management service is a great option, but it may be unclear what it’s like to work with the system. Read on for a general outline of how our interface works before you try it yourself with a free trial.
Document Access is like Using an Email Account
The best way to explain our online storage interface is to compare it to an interface like Gmail. Like an online email provider, users login with a username and password. Once logged in, they are given a list of documents organized much like emails are displayed on Gmail. These documents can be organized in folders, labeled, and navigated according these designations on a side panel. Most importantly, you can search all documents by contained words just like you can with messages on Gmail!
Upload, Email, or Mail-in Documents
Through your online account, you have three options in converting and storing documents. Users can upload through a local storage (from a personal computer), email to their assigned pixily email account, or send through the postal service with our mail-in system.
Check your Submission Progress
The third major feature of the online storage interface is the ‘inbox’ tab which, instead of displaying emails, contains a list of updates informing you how your document conversion is coming along once submitted. Uploaded, emailed and snail mailed documents can all be listed separately, allowing users an organized way to view which documents are being processed. This way you can check on our progress with your document scanning. Once stored, document status info is automatically removed from your inbox and the document can be browsed and searched at the home tab.
Automatically Direct Your Document to a Specific OfficeDrop Folder and Add Document Labels
You can direct an emailed attachment into a specific folder in your OfficeDrop account. To move the email attachments (or the actual body itself) to a folder called “Customers/Acme-Corp”, you just have to specify #Folder: Customers/Acme-Corp in the subject line. If the folder structure already exists, your documents will be moved to that folder and if not, those folders will be created for you. Similarly, to apply the labels “Invoice” and “2009″ to those documents in the email, you can specify #Label: Invoice, 2009 in the email’s subject line. We accept most known variations such as #Folders, #Labels etc,. Click here to learn more about how to apply labels and folders to the documents you email into OfficeDrop’s document management system.
Add Authorized Email Addresses to Your OfficeDrop Account
The email address you used when you signed up for OfficeDrop is already authorized to send documents via email into your secure OfficeDrop document management system. For security purposes, you have to manually authorize additional email addresses. You can do this by clicking the tools tab after you’ve logged into your OfficeDrop account. (The tools tab is in the upper right corner of the browser after you’ve logged into your account.) Click here to visit your tools tab.
The Main Benefit of OfficeDrop Document Management Through Email
Since you probably already receive digital documents in your email everyday, OfficeDrop’s document management through email can really fit with your work flow. Simply forward the documents you want to store online to your OfficeDrop account’s email address. OfficeDrop will process the attached document, make it text-searchable and also create a PDF stored within your account that you can easily download.
