Importing attachments from email reduces manual file handling and accelerates signature workflows while reducing transcription and version errors.
Administrators configure inbound email routing, define security policies, enable integrations, and audit imported items. They set retention and access controls to ensure compliance with ESIGN, UETA, and applicable privacy rules.
Preparers review imported attachments, apply signature and data fields, verify document completeness, and assign signer roles. They coordinate with internal teams to standardize templates and correct formatting issues before sending.
Many teams rely on email import workflows to capture documents quickly from external partners and customers.
Centralizing email-sourced documents into a secure signing platform streamlines routing, enforces policies, and preserves evidence of handling.
Monitored mailboxes and forwarding rules capture attachments automatically and deliver them into the signing platform for processing and field placement with minimal manual intervention.
Reusable templates let preparers standardize fields and conditional logic so documents imported from email are quickly converted into ready-to-sign packages with consistent compliance controls.
Integrations with Google Drive, Dropbox, and CRM systems allow imported email attachments to be archived or synchronized, ensuring a single source of truth across storage locations.
Optical character recognition and data pre-fill extract key fields from attachments to reduce manual entry and speed up signer completion times.
| Setting Name | Configuration |
|---|---|
| Inbound mailbox | support@company.com |
| Attachment types allowed | PDF, DOCX, JPG |
| Auto-validate attachments | Enabled |
| Default signer workflow | Sequential |
| Retention hold on import | 30 days |
A clinic receives patient intake forms by email which are imported automatically into the signing platform for field placement
Resulting in encrypted storage, an auditable signature trail, and HIPAA-aligned handling across staff.
Procurement gets signed vendor drafts by email and imports them to standardize and complete signatures in one workflow
Leading to retained contract records, enforceable signatures under ESIGN, and simplified audit response for procurement teams.
| Feature | signNow (Recommended) | DocuSign | Adobe Sign |
|---|---|---|---|
| Monitored inbox | |||
| Auto-attachment parsing | Limited | ||
| Template auto-apply | |||
| Built-in OCR | Add-on | Add-on |
7 days
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Immediate suspension
Move a document from your email inbox to your airSlate SignNow account in seconds on your smartphone. Instantly sign the imported document or send it for eSignature right away.
Go to your inbox and open an email that contains a PDF document attached to it. Open the attachment and tap the Share button.
Scroll down the sharing menu and tap Sign with airSlate SignNow.
Decide who is going to sign your document: only you or you and other signers.
If you select the latter option, add as many signers as you need and tap Continue.
Your document will open in the airSlate SignNow editor. Sign the document or add fillable fields and tap Done > Save.
Enter the name of your document and save it.
Your document will be uploaded to your airSlate SignNow account. You can then go to your Documents folder to find your new file, or email it to someone right away.
