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, do a mouse hover on the project thumbnail and click on the mail icon. A layered page opens. Click on 'Project Mailbox'.

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

2. Clicking on 'Form mailbox', 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, key in the mailbox address to create a project form mailbox. You will see a prompt if a similar mailbox address already exists in the system, as this mailbox address has to be unique platform-wide.

5. Select the 'Allow External users' checkbox, this allows Asite to accept emails from email addresses external to its platform. External emails are allowed from 'Yahoo', 'Hotmail', and 'Gmail' accounts only.

6. Select an organization and a user in it who will be the default publisher for all incoming emails from external email addresses.

7. Select the required form type (form type) for which you are creating this form mailbox (every form type needs to have a unique mailbox).
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8. Select the appropriate form status and click on 'Save' to complete creating a form mailbox in the project. Form mailbox currently accepts files in MS Excel format only.

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

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