First, obtain an email address to a Firmex folder. This address will be given to you by the project’s administrator.
Then, compose a new email and enter the folder’s address in the To field (e.g. mawedret-21@capitalnextpartners.firmex.email). You may include more than one folder addresses in the To field, in which case the attachments will be uploaded to multiple folders.
The subject and body of the email will be ignored. You may leave them blank.
Attach a document, or multiple documents, to the email. Then, click Send.
The attachment will be uploaded to the linked folder whose email address you have entered.
When the upload is complete, you will receive an email confirmation.
If the upload did not complete successfully, you will receive an email letting you know about this, and the upload details.
How do I forward an email with an attachment to Firmex?
If you have been sent an email containing an attachment, you may forward that email to a Firmex folder using the steps above. In your email application, select the email you want to forward, press the Forward button, enter the folder’s email address in the To field, and click Send. The attachment will be uploaded as a document to the linked folder.
Related Resources
- What is Email In and why should I use it?
- How to set up Email In
- Email In FAQ
- Uploading folders & documents