Purpose 

Email Capture Setup is used to capture chosen emails easily and include attachments that relate them to associated records in TRUE.

Email Capture Setup Process 

Initial Setup

1. TRUE Support will automatically create and configure an email capture email.
2. If you do not have an email capture email configured, but would like one setup - simply submit a support ticket via the “?” icon.

Manual Setup

1. Contact TRUE Support team or your appointed account manager
2. Provide the following information:
   • Company name
   • Email address (not monitored, e.g., upload@yourcompany.com)
   • Password
   • Email client (e.g., Gmail, GoDaddy, Yahoo)
3. TRUE team will configure Email Capture and notify the point of contact

Gmail Account Setup

1. For free Gmail or Gmail Business accounts:
   • Turn on the "allow less secure apps" setting
2. This allows TRUE to access the chosen Gmail account

Update Email Capture Password

1. Navigate to Company Preferences (gear icon)
2. Scroll to the Email Capture section
3. In the Password field, delete the current password
4. Enter the new password

Additional Information

• Microsoft Outlook may not be compatible; a free Gmail account may be required
• For more details on "allow less secure apps":
  • Gmail (free)
  • Gmail (Business)
• For comprehensive information on Email Capture workflows: Access the article here