How to forward emails for Anima to process
You can forward emails directly into Anima. To set this up, go to Settings in the bottom left hand corner → Organisation Settings.
Navigate to Documents:
Now, you can add the email addresses of the users that you would like to be able to forward emails (with documents attached) into Anima. Make sure to select the right organisation and click ‘Save Changes’ at the bottom of the page.
Remember that you should include all emails that could forward emails into Anima e.g. personal NHS emails as well as clinic-wide NHS emails.
Tip: ideally, you could have one email address (a generic practice email address where all documents are received), where all your documents arrive and then you can ask your IT manager to set an auto-forwarding rule to forward all emails from this email into Anima.
Forwarding too many emails in bulk can sometimes cause Outlook or your email provider to fail to send. If the email fails to send, reduce the number of emails you are sending at once and make sure you have added the sender address in your Anima settings.
Navigate to Documents:
Now, you can add the email addresses of the users that you would like to be able to forward emails (with documents attached) into Anima. Make sure to select the right organisation and click ‘Save Changes’ at the bottom of the page.
Remember that you should include all emails that could forward emails into Anima e.g. personal NHS emails as well as clinic-wide NHS emails.
Tip: ideally, you could have one email address (a generic practice email address where all documents are received), where all your documents arrive and then you can ask your IT manager to set an auto-forwarding rule to forward all emails from this email into Anima.
Forwarding too many emails in bulk can sometimes cause Outlook or your email provider to fail to send. If the email fails to send, reduce the number of emails you are sending at once and make sure you have added the sender address in your Anima settings.
Updated on: 20/10/2024
Thank you!