Import Gmail and Outlook attachments
Connect Gmail or Outlook, find recent supported email attachments, and import documents straight to your PaperPilot library without downloading them first.
2 min read
Connect an email account
Email import is optional. On your PaperPilot dashboard, open the Email documents panel and choose Connect Gmail or Connect Outlook. Follow the provider's sign-in and permission steps to finish connecting the account.
If you do not connect an account, PaperPilot continues to work as usual and you can upload documents from Documents.
Review the permission request shown by your email provider before approving it. Only continue if you are comfortable connecting that account.
Browse and import an attachment
- Open Email documents on the dashboard and choose the connected account you want to browse.
- Review the recent sent and received messages that have supported attachments. Each file shows its name, email subject, sender, direction, and date.
- Choose Import beside the document you want. PaperPilot adds it to Documents, where you can review its processing status and details.
Disconnect or get help
- Choose the disconnect control beside an account in the Email documents panel when you no longer want it connected.
- Disconnecting stops future browsing through that account. Documents already imported remain in your PaperPilot library.
- If a provider connection is unavailable, ask your PaperPilot administrator whether it has been set up. You can still upload files from Documents.