Pre-requisites:

Role privilege, as mentioned below, on the project in which a form mailbox is to be set up:

Below are the steps to create a new form mailbox within a project:

1. Navigate to the 'Projects' tab. In the thumb view, mouse over the project thumbnail and click the icon. A layered page opens. Click 'Project Mailbox'.

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Alternately, right-click on the project in the listing view, select 'Settings' and then Project Mailbox.

2. You'll see existing form mailboxes for the selected project.

3. You will see two options - 'File' and 'Form'. Select 'Form'.

4. In the 'New Form Mailbox' window, enter a mailbox address to create a project form mailbox. If a similar mailbox address exists in the system, you will see a prompt as the email address must be unique on the Asite platform.

Tick 'Allow External users'. This allows Asite to accept emails from addresses outside its platform for the selected mailbox configuration. External emails are allowed from Yahoo, Hotmail, and Gmail accounts.

After selecting the 'Allow External Users' checkbox, you need to choose an organisation and its user who will be the default publisher for all incoming emails from external email addresses.

Select the appropriate form type to create this form mailbox.
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Select the appropriate form status.

5. Click 'Save' to create the mailbox. Form mailboxes currently accept files only in MS Excel format.

To mark an existing form mailbox as inactive, click the mailbox record in the listing view to open the mailbox.

In the form mailbox view on the top right, check the 'Inactive' checkbox and click 'Save' to deactivate the form mailbox.