As seen in the article “How to send documents by email”, the first time you send a document, an approval step is required.

Several cases are possible depending on where the mail is sent.

This action is to be carried out only once. Once the email address has been approved, this action is no longer necessary (unless approval is refused). For future mailings, the documents will be sent directly.

Sending to “My Documents”

2 possible cases:

• You send your document from your email address attached to your DeloitteDirect account:
  Once your email has been sent, you will receive an email from the DeloitteDirect portal asking you to validate your email address. Click on the link in the email to open the approval page, then click on the “Validate” button. The approval is then validated, your document is waiting for you in your “My Documents” area of the Documents application
• You send your document from another email address that is not attached to your account, or to any other account on the DeloitteDirect portal:
  You will then receive an email saying that the sending is impossible. Indeed to send in “My documents” you can only use the email address associated with your DeloitteDirect account

Sending to the company’s box in Documents or to Image

3 possible cases:

• You send your document from an email address attached to your company (attached to an DeloitteDirect account and your company folder):
  Once your email has been sent, you will receive an email from the DeloitteDirect portal asking you to validate your email address. Click on the link in the email to open the approval page, then click on the “Validate” button. The approval is then validated, your document is sent to the box of the Documents company or to Ineximage
• You send your documents from another email address that is not attached to your company (attached or not to an DeloitteDirect account):
  Once your email has been sent, you will receive an email from the DeloitteDirect portal informing you that your request is pending. Your request for approval must be validated by the company’s customer administrator. Once validated by the latter, you receive a validation email and your document is sent to the box of the Documents company or to Ineximage
• You send your document from your professional email address (Deloitte) but you are not attached to the company:
  Once your email has been sent, you will receive an email from the DeloitteDirect portal informing you that your request is pending. Your request for approval must be validated by the company’s customer manager or Deloitte case manager. Once validated by the latter, you receive a validation email and your document is sent to the box of the Documents company or to Image

Manage approval requests via the DeloitteDirect portal

From your DeloitteDirect portal, you can view the approval requests, and modify them if necessary.
To access it you must:

1. Go to your portfolio
2. Then select the “Company” space in the left menu
3. Select the desired company
4. Then select the “Email Access” menu

You can access to 2 menus:

• “Email” allowing you to find all the email addresses used to send documents to the company, with the corresponding status: “Approved”, “Refused” or “Pending”.
  For “Pending” requests, you have the possibility to accept or refuse the approval, but also to “Blacklist” the email address. The latter will therefore no longer be able to send any documents about the company.
• “Activity” allowing you to find the list of all emails sent on the company.