Shared Mailboxes
A Shared Mailbox allows multiple users to send, receive, and manage emails from a common email address (e.g., invoices@yourcompany.com). It improves collaboration and ensures that important emails are not missed.
Benefits of Shared Mailboxes in BMS Paperless:
1. Centralized Email Management
-
Multiple team members can access and respond to emails from a single inbox.
-
No need to share personal email credentials.2. Improved Efficiency
-
Assign and track incoming emails easily.
-
Faster response times by having multiple users manage the inbox.3. Seamless Integration with BMS Paperless
-
Automatically link shared mailbox emails to relevant records in BMS Paperless.
-
Reduce manual data entry and improve document tracking.4. Better Security & Compliance
-
Emails remain within the shared mailbox, ensuring visibility and accountability.
-
Access is controlled by Microsoft 365 permissions, reducing security risks.5. No Additional Licensing Costs
-
Shared mailboxes do not require separate licenses (only users accessing them need Microsoft 365 accounts).
How to Use It in BMS Paperless:
1. Ensure the shared mailbox is set up in Microsoft 365.
2. Assign relevant users access to the mailbox.
3. In BMS Paperless, add the shared mailbox account into the Preferred Email account setting.
4. Users can send and receive emails directly from the app, streamlining workflow.