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Set up email forwarding

Email forwarding sends messages from an AP inbox to Clerked so their attachments can enter your company's email workflow.

Before you start​

Clerked does not expose forwarding-address management in Settings. Ask your company administrator or support@clerked.ai for the forwarding address assigned to your company.

Set up forwarding​

  1. Copy the exact Clerked forwarding address provided for your company.
  2. Open the forwarding or rules area in your email provider.
  3. Create a rule that forwards the AP messages you want Clerked to receive.
  4. Save the rule in your email provider.
  5. Send a test message with an invoice attachment.
  6. Open Emails in Clerked and confirm that the test message appears.

What you should see​

The forwarded message appears in Emails for the intended company. Clerked reviews its attachments according to that company's email and attachment settings.

If something goes wrong​

  • If the message does not appear, confirm that the rule uses the exact forwarding address provided for the company.
  • If the message appears under the wrong company, stop the rule and ask your administrator or support to confirm the address.
  • If your email provider requires forwarding verification, finish that provider's verification before testing again.

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