Overview
The Upload via Email feature allows users to send files to their Orca vaults via email. While everything inside Orca is encrypted and Orca cannot see any files, contacts, or assets, it is important to understand that sending information via email still involves a journey until it reaches Orca. The types of files that can be uploaded include standard file types such as .pdf, .doc, and .xls, but inline images are not supported. To access files uploaded via email, users can choose the vault they want to enable the upload for, open "Data Management," and choose their unique email address. Overall, activating this functionality requires users to agree that the information in the article is an extension of the Privacy Policy and Terms and Conditions.
➡️ By activating this functionality, you agree that the information in this article is an extension of the Privacy Policy and Terms and Conditions.
How to enable email upload
- Select for which vault you want to enable the upload
- Click on the “Vault”
- Open “Data Management”
- Choose your unique e-mail address
Which types of files can be uploaded
Uploading via email works for all standard file types:
- .pdf ❤️
- .doc ❤️
- .xls ❤️
However, inline images are not supported:
- .gif 🚫
- .heic 🚫
- .jpeg 🚫
- .png 🚫
This is because email signatures usually contain inline images, and we do not want to overload your account with them.
To upload images in Orca, please attach them to an email (and do not send them inline) or upload them directly in the app.
How to access files uploaded via emails
- Files are stored in the “Misc” folder
- You can link a single file to any legal entity or person, or you can bulk edit multiple files at once.
- Check out our article about file management
Where to find my designated @sendto.withorca.com email address?
- Click on your vault and select "Data Management"
- Open "Upload via Email"
- Copy the email from this window.
- Note: Only users with access to the vault can send attachments to this email address.
How to Whitelist Additional Email Addresses
Account Admins can allow additional email addresses from non-ORCA users to upload files to a vault via email. You'll need to configure this setting separately for each vault. In addition to vault Admins and Editors, you can authorize external email addresses to send files.
To add additional emails:
- Go to "Account Administration"
- Go to "Vaults"
- Click on the vault where you want to add email addresses
- Click "Upload via Email"
- Add additional email addresses, separated by commas and press "Save"
