Email upload
Forward the whole email — SARVΩm imports the attachment, not the email body text.
Sample data — same screens as the product demo, with room to learn below.
SarV-Ωm — Workspace
OverviewAction Needed1BankInsightsReportsDocumentsUpload document
Email upload
username@sarvom.com.au
Forward or send the whole email as-is from your mail app. SarV-Ωm imports the attachment or invoice — not the email body.
Forwarded to SarV-Ωm
To: username@sarvom.com.au
Subject: Electricity Bill
Attachment: Electricity_Bill.pdf
How this step works
What you're seeing
Send or forward the full email to username@sarvom.com.au. The invoice or attachment enters the same review pipeline as uploads.
What to do
- Forward or send the whole email from your mail app.
- Let SARVΩm pick up the PDF or image attachment.
- Do not rely on the email body for this flow — the attachment is what matters.
Why it matters
Email intake is convenient for bills that already arrive in your inbox.
What happens next
Open Needs Review when new items are ready to check.