BizDocs Outbox is available to users who send business documents from their Attaché accounting software using Attaché Document Management (Alex). BizDocs Outbox allows you to track delivery, search for and view documents via a secure online portal.
Creating an outbox
You can set up a single outbox or as many as you need.
To create an outbox:
Log in to Attaché Online.
Click the apps menu at the top left and select My Attaché Online.
Click Add an App, select BizDocs Outbox and follow the onscreen instructions.
Linking your outbox to one or more email addresses
Once you've created your outbox, you'll need to link the email address(es) that you use for sending documents. You can link as many email addresses as you need.
To link your outbox to an email address:
Log in to Attaché Online.
Click Outbox Setup on the menu.
Click Link a new email address and follow the onscreen instructions.
Renaming an outbox
To rename your outbox:
Log in to Attaché Online.
Click the apps menu at the top left and select My Attaché Online.
Click the More icon (...) at the top right corner of the outbox you wish to rename.
Choose Rename this app and follow the onscreen instructions.
Deleting an outbox
To delete your outbox:
Log in to Attaché Online.
Click the Apps menu at the top left and select My Attaché Online.
Click the More icon (...) at the top right corner of the outbox you wish to delete.
Choose Delete this app and follow the onscreen instructions.
Managing exception reports
Exception reports allow you to keep track of undelivered faxes and unopened emails sent during the selected period — daily, weekly or monthly. Reports are sent to the sender's email address but can be managed by any linked account holder.
To manage exception reports for the email addresses that are linked to your outbox:
Go to Exception Reports.
Select the required email address and click Update.
Under Frequency, choose how often you want to receive an exception report. If you don't want exception reports, choose Never.
Under Reporting Condition, choose whether to receive a report only if there are unread/undelivered documents for the selected period.
Choose Save to confirm your settings.
Document statuses in the Bizdocs Outbox
BizDocs Status | Definition |
On Hold | Usually, an issue with the Alex Senders Email address not registered yet. Troubleshoot from change the sender email address or name for Alex Document Delivery |
Queued | Received and waiting to be sent from the Bizdocs Outbox to the employee's email address. |
Dispatched | Has been received in Bizdocs Outbox and sent to the employee's email address. |
Delivered | Has been received and opened in the employee's email inbox. |
Not Delivered | Document failed to be delivered. |
Opened | Has been received in the employee's email inbox. |