Gmail add-on: Getting started

The Gmail add-on is a tool that lets you save emails and their attachments to AODocs Document Management libraries.

The first time you use the Gmail add-on you must: 

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Grant permissions to see the Gmail add-on in Gmail

You must grant permissions to be able to see the Gmail add-on in your Gmail. 

1. Open Gmail.

2. Press the File to AODocs button in the right panel. The File to AODocs panel opens.

3. Press Authorize Access

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4. Choose your Google Account.

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5. Press Allow.

You can now define your regional instance.

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Define your regional instance

There are two regional instances of the Gmail add-on: 

  • US
  • EU

You must select the same instance as your AODocs instance.

To find out which instance of AODocs your organization uses, access AODocs. If the URL begins with:

  • https://aodocs.altirnao.com you're using the US instance of AODocs
  • https://eu.aodocs.app you're using the EU instance of AODocs

If you don't know how to access AODocs, contact your IT department for assistance. 

Note: Both instances of the Gmail add-on have exactly the same features. 

1. Open Gmail.

2. Press the File to AODocs button in the right panel. The File to AODocs panel opens.

3. Select the required region.

4. Press Save. A confirmation pop-up opens. 

5. Close the pop-up.

You can now sign in. 

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Change the regional instance

You can change the regional instance in the Gmail add-on settings. 

1. Open Gmail.

2. Press the File to AODocs button in the right panel. The File to AODocs panel opens.

3. Open the More actions menu and select Settings.  The instance you previously selected is active.

4. Select the required region.

5. Press Save. A confirmation pop-up opens. 

6. Close the pop-up.

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Sign in and grant permissions

When you have selected the regional instance, you can sign in and grant permissions to interact with the Gmail add-on

1. Press the Sign in button. 

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2. Press the Sign in with Google button.

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3. Select your Google Account. 

4. Select the two available checkboxes.

5. Press Continue

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Grant permissions to use the dashboard

When you access the dashboard for the first time, you are requested to grant the following permissions. 

Select the available checkbox and press Continue.

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