Upload Documents via Email
Overview
PaTMa can receive attachments via email and store them as documents in your account.
The documents will be available for you to view or download whenever you need them.
Enable Document Emails
In order to email documents to your account you'll need to setup a PaTMa email ID.
Start from Settings and check the box next to Create an email address to send or forward document attachments.
Click Save and an email will be generated for you. The email ID is unique and can only be used to send documents to PaTMa - do not give this email address to other people!
Email Documents to PaTMa
Everything you send to the email address you just generated will be stored in your PaTMa account.
It's as simple as that - just forward the documents from your email inbox to the address shown in your PaTMa settings.
View Documents Received
Your Document Inbox can be accessed from the lefthand menu.
You can find all your documents here, but you'll need to approve them first (just in case you didn't take our advice and gave the PaTMa email to someone else!).
All received documents will be shown in the Pending tab.
Select a document and you'll be prompted to classify it so that PaTMa knows what it is (or you can delete it by clicking the trash can icon).
Choose the type of document and fill out the form provided, then click Save.
The document will be removed from the Pending tab and available in your PaTMa account according to what type of document you classed it as (for example an EPC will only be available in your certifications and licenses).
Delete Documents
A document in the Pending tab can be discarded by clicking the trashcan icon.
Otherwise, the document is stored based on the classification you gave it in your PaTMa account. You'll be able to delete it from whichever category you selected as if you had uploaded directly to PaTMa from your browser.