Enable email to entity

If you are a Lucernex Administrator and have the permissions to do so, you can turn on email to a Lucernex entity so that users with permissions to do so can email documents directly to a folder in an entity without signing in to Lucernex.

If you do not have access to the settings described on this page and you believe you should, contact your system administrator.

1. Select Admin in the toolbar in the upper-right corner of the window.

   The System Administrator Dashboard page opens.

2. Click Manage Company link in the Company Administration column.

   The Manage Company page opens.

3. Select who you would like to email documents into Lucernex from the Email into Lucernex field.

   The options in this field are as follows:

   • Anyone: Select this option to allow anyone with the Associated Entity's email address to email documents into Lucernex.

     Even if someone is not a member or contact, they will be able to add documents to your associated entities.

   • Contacts Only: Select this option to only allow contacts to email documents into Lucernex.

   • Members and Contacts: Select this option to allow both members and contacts to email documents into Lucernex.

   • Members Only: Select this option to only allow members to email documents into Lucernex.

   • No One: Select this option to disable the email into Lucernex functionality.

     This field is located below the Recent News field.

4. Select the folder where you would like email attachments to be stored from the Email Attachment Folder field.

   You will only be able to email attachments to associated entities that have this folder in their document folder tree.

5. Click Update in the bottom-center of the page.

   The page refreshes. Your changes are saved. See the Send Documents Via Email procedures below.