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BizDocs Outbox is available to users who send business documents from their Attaché accounting software using Attaché Document Management (Alex). BizDocs Outbox allows you to track delivery, search for and view documents via a secure online portal.  

Creating an outbox

You can set up a single outbox or as many as you need.

To create an outbox:

  1. Log in to Attaché Online.
  2. Click the apps menu at the top left and select My Attaché Online.
  3. Click Add an App, select BizDocs Outbox and follow the onscreen instructions.

To complete the setup of your outbox you'll need to link it to the email address(es) that you use for sending documents from your Attaché system.

Linking your outbox to one or more email addresses

Once you've created your outbox you'll need to link the email address(es) that you use for sending documents. You can link as many email addresses as you need. 

To link your outbox to an email address:

  1. Log in to Attaché Online.
  2. Click Outbox Setup on the menu.
  3. Click Link a new email address and follow the onscreen instructions.

Renaming an outbox

To rename your outbox:

  1. Log in to Attaché Online.
  2. Click the apps menu at the top left and select My Attaché Online.
  3. Click the More icon (...) at the top right corner of the outbox you wish to rename.
  4. Choose Rename this app and follow the onscreen instructions.

Deleting an outbox

To delete your outbox:

  1. Log in to Attaché Online.
  2. Click the Apps menu at the top left and select My Attaché Online.
  3. Click the More icon (...) at the top right corner of the outbox you wish to delete.
  4. Choose Delete this app and follow the onscreen instructions.

Managing exception reports

Exception reports allow you to keep track of undelivered faxes and unopened emails sent during the selected period — daily, weekly or monthly. Reports are sent to the sender's email address but can be managed by any linked account holder.

To manage exception reports for the email addresses that are linked to your outbox:

  1. Go to Exception Reports.
  2. Select the required email address and click Update.
  3. Under Frequency, choose how often you want to receive an exception report. If you don't want exception reports, choose Never.
  4. Under Reporting Condition, choose whether to receive a report only if there are unread/undelivered documents for the selected period.
  5. Choose Save to confirm your settings.

 

Related topics

BizDocs Outbox troubleshooting

What's the difference between BizDocs Inbox and BizDocs Outbox?

BizDocs Inbox allows an email recipient to view business documents (such as quotes, invoices, remittance advices, etc.) generated from Attaché accounting software and received within the last 12 months.

BizDocs Outbox allows an email sender to view business documents (such as quotes, invoices, remittance advices, etc.) generated from Attaché accounting software and sent in the last 12 months.