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A piece of mail arrives. You read the scan. Now what? If it’s important, download a copy or forward the original to your home office. If it’s routine, archive it to keep your inbox clean. If it’s junk, shred it — we’ll destroy the physical document so it doesn’t pile up in storage. Once your mail is scanned, you control what happens next. Everything happens from your dashboard.

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Available actions

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Downloading mail

To save a local copy:
  1. Open the document
  2. Click Download
  3. PDF saves to your device

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Bulk download

Download multiple items at once:
  1. Select items with checkboxes
  2. Click Download Selected
  3. Receive a ZIP file with all PDFs

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Download format

  • Format: PDF
  • Resolution: 300 DPI
  • Color: Full color (matches original)
  • OCR: Text layer embedded for searchability

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Forwarding physical mail

Request the original document shipped to you:
1

Click Forward

Open the document and click Forward.
2

Choose destination

Select from saved addresses or enter a new one.
3

Select shipping

Choose shipping speed:
  • Standard (3-5 business days) — Free
  • Expedited (2 business days) — $9
  • Overnight (1 business day) — $25
4

Confirm

Review and confirm. We ship within 1 business day.

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Tracking forwarded mail

After requesting forwarding:
  1. Go to Mailroom → Forwarding
  2. See status and tracking numbers
  3. Click tracking link for carrier updates

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Saved addresses

Add frequently used addresses:
  1. Go to Settings → Mailroom → Forwarding Addresses
  2. Click Add Address
  3. Use it for quick forwarding

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Archiving mail

Move mail out of your active inbox:
  1. Open the document
  2. Click Archive
Or archive in bulk:
  1. Select multiple items
  2. Click Archive Selected

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What archiving does

  • Removes from main inbox
  • Preserves the document and scan
  • Accessible in Mailroom → Archive
  • Does not affect the physical document

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Restoring from archive

  1. Go to Mailroom → Archive
  2. Find the document
  3. Click Restore to Inbox

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Securely shredding mail

Request destruction of the physical document:
Shredding is permanent and irreversible. The physical mail is destroyed. The digital scan remains in Pluvel for your retention period.
  1. Open the document
  2. Click Shred
  3. Confirm destruction

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Shred confirmation

You’ll receive email confirmation when shredding is complete. Typically within 3 business days.

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Bulk shredding

Shred multiple items:
  1. Select items
  2. Click Shred Selected
  3. Confirm the batch destruction

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Shredding standards

  • Cross-cut shredding (P-4 security level)
  • Certificate of destruction available on request
  • Meets HIPAA and PCI requirements

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Emailing documents

Send a PDF copy via email:
  1. Open the document
  2. Click Email
  3. Enter recipient email address(es)
  4. Add an optional message
  5. Send
The recipient receives the PDF as an attachment.

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Email tracking

View sent emails in Mailroom → Sent. See delivery status and opens.

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Adding notes

Attach notes to documents for your records:
  1. Open the document
  2. Click Add Note
  3. Type your note
  4. Save
Notes appear in the document timeline and are searchable.

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Note examples

  • “Called IRS about this notice on 3/15”
  • “Forwarded to accountant for review”
  • “This is regarding our 2024 annual report”

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Action history

Every action is logged in the document timeline: Access the timeline by clicking History in the document viewer.

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Automated actions

Set up rules for automatic handling:
  1. Go to Settings → Mailroom → Rules
  2. Create a rule:
    • If sender is [Bank Name]
    • Automatically archive after 30 days

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Example rules

Mailroom settings

Configure notifications and preferences.