ScanSnap Home - Email to Hubdoc

Evan Benson

March 05, 2019 21:39

You can send documents from your ScanSnap to any Hubdoc account by using ScanSnap’s attach to email function. This is a recommended method for uploading documents to a client’s Hubdoc account for which you do not have the Hubdoc login credentials.

1. With ScanSnap Home open, select ‘Scan Settings’ from the application menu

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2. Select the ‘Add Profiles’ button in the top right corner

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3. On the left column, under Business, select ‘Attach to E-mail’

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4. Select ‘Add’ to create the ‘Attach to E-mail’ profile

You have now successfully created a ScanSnap Scanning Profile for attaching to email. With this profile selected, scanning a new document will automatically be attached to an e-mail. You can then input a Hubdoc account’s unique intake email from your contacts to upload a document to a Hubdoc account.