Attachment Hippo: Your Smart Document Manager! 🔧
What Does Our Smart Manager Do?
Think of Attachment Hippo as your efficient digital assistant that moves your business files exactly where they need to be in Google Drive. It works automatically to keep your documents organized and your workflow smooth!
Let's Set Up Your First Rule! 📋
Step 1: Start Your Setup
- Open your Gmail 📧
- Find Attachment Hippo in the right sidebar
- Click the blue "+ Create rule" button
Step 2: Tell Hippo What to Collect 🎈
Box 1: Who Sends the Important Files?
- Write down the business email addresses you need to track
- Put a comma between each address
- Like this:
accounting@company.com, invoices@supplier.com
Box 2: What's in the Email Subject? (Optional!)
- Looking for emails that say "Invoice" or "Contract"?
- Write those important words here
- Or leave it empty to catch everything!
Box 3: What Kind of Files? (Optional Too!)
- Need just financial documents? Write:
pdf, xlsx
- Want contract files? Write:
pdf, doc, docx
- Leave empty if you want ALL business files!
Box 4: Where Should Your Files Go?
- Open your Google Drive
- Click the business folder where files should land
- Copy the web address from the top
- Paste it in this box
Box 5: How Far Back Should We Look?
Pick what works for your business:
- Just today
- Last week
- Last month
- Last three months
- Last year
Step 3: Let's Test Your Rule! 🔍
- Click "Preview matching emails"
- See exactly what documents will be collected
- Looking good? Perfect!
- Need adjustments? Easy to fix!
Step 4: Activate Your Rule! 🎉
- Click the "Create" button
- Your automated system is ready to work!
Managing Your Rules 📊
See What's Happening
Each rule appears in a clear display
- Source email addresses 📤
- Destination folders 📁
- Latest processing time 📅
Need to Make Changes?
- Find your rule
- Click "Edit"
- Adjust your settings
- Click "Update" - All set!
Want to Remove a Rule?
- Click "Edit" on the rule
- Click "Delete" - Done!
Important Business Notes! 💡
- System runs automatically daily at 12:00 CET
- Create multiple rules for different business needs
- Processes new emails after rule creation
- Check Google Drive storage capacity
Troubleshooting Guide 🔧
If your documents aren't routing correctly:
- Double-check email addresses for accuracy
- Verify Google Drive folder permissions
- Confirm file type settings
- Review rule configurations
Professional Tips! 🌟
- Always test with preview before activating
- Organize your Google Drive folders efficiently
- Review your rules periodically
- Start specific, expand as needed
Remember: Attachment Hippo is your reliable business assistant that keeps your documents organized automatically! Need support? Your system administrator is here to help! 🔄