ExportDoc provides a centralized mailbox system that helps businesses manage all customer communication related to orders directly within the platform. It allows teams to send, receive, organize, and track emails from one centralized location without switching between multiple email applications.
The system also enables users to link email conversations with specific orders for better communication tracking and document management.
Centralized Mailbox Setup
To configure your mailbox, navigate to Settings → Centralized Mailbox.
In this section, enter the required mailbox details such as:
• Centralized Email Address
• Display Name / Company Name
• IMAP Host
• IMAP Port
• Email Username
• Email Password or App Password
• Encryption Type (SSL/TLS)
• Mailbox Folder Name (Inbox, Custom Folder, etc.)
• Email Fetch Frequency / Sync Duration
What is IMAP?
IMAP (Internet Message Access Protocol) is used to connect and synchronize incoming emails from your email server into ExportDoc. It allows the software to fetch and display emails directly inside the platform while keeping them synchronized with your actual mailbox.
The centralized email address and display name configured here will appear to customers, regardless of which internal user sends the email from the platform.
Users can also define how frequently the platform should automatically fetch new emails from the server.
SMTP Configuration
To configure outgoing email services, navigate to Settings → SMTP Configuration.
Fill in the required SMTP details, including:
• Mail Driver / Mailer Type
• SMTP Host
• SMTP Port
• Encryption Type (SSL/TLS)
• SMTP Username
• SMTP Password or App Password
• From Email Address
• From Name
What is SMTP?
SMTP (Simple Mail Transfer Protocol) is used for sending outgoing emails from ExportDoc. Once configured, the platform can send emails directly to customers using your company’s official email account.
This allows businesses to:
• Send export documents directly from the platform
• Communicate with customers without leaving the software
• Maintain professional company branding in outgoing emails
Mailbox Features
After configuration, users can access the complete mailbox directly from the Mailbox section in the main menu.
The mailbox includes features such as:
• Inbox Management
• Sent Mail Tracking
• Notes & Communication History
• Compose New Emails
• Reply & Forward Emails
• Order-Based Email Tracking
One of the key features of ExportDoc is the ability to assign email conversations to specific orders. This helps businesses maintain organized communication records related to each shipment or transaction.
Users can also filter and search emails based on assigned orders, making it easier to track discussions, approvals, documents, and customer communication related to a particular order.
