From DeloitteDirect, you can send documents directly from your mailbox, by sending email to a specific email address.
- Send a document into “My documents” section of the application Documents
- Send a document into companie’s box of the application Documents
- or send an accounting document, in the Image application. You then have the possibility to indicate the desired accounting book directly in the subject line of your email.
A document can be sent from your email address linked to your DeloitteDirect account, also from other email addresses, known or not from DeloitteDirect (ie: member of your company who does not have any DeloitteDirect account or any external person) |
Get recipients email addresses
To get those emails where you can send documents:
- Log to DeloitteDirect portal
- Click on widget “Your documents by email”
- And select company folder of the target company.
You will find out corresponding to the three ways to provide documents:
- your invoices to Image
- your private documents to “My documents”
- or your documents to the companie’s box within Documents
Send a document by email
- Enter your mailbox
- Write new email
- Fill recipient address
- Insert your document as an attachment file* before sending the email.
If your email address is not known by DeloitteDirect, a validation of your email is required. For more information, see article "How to approve the sending of documents by email?" |
*Type of documents allowed: document to Image : .pdf .tif .jpg document to Documents : Office®, PDF, CSV, XML |
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