Category types
How categorization works
1
Sender recognition
We check the return address against our database of known senders (IRS, state agencies, major banks, etc.).
2
Content analysis
For unknown senders, we scan document content for keywords that indicate document type.
3
Category assigned
Based on sender and content, we assign a category. You see this in your inbox.
4
Notification triggered
High-priority categories trigger immediate notifications; lower priority may go to digest.
Priority handling
Urgent (IRS, State, Legal)
- Scanned within hours of receipt
- Immediate email and push notification
- Prominent display in inbox
- Marked with urgency indicator
Normal (Bank, Business)
- Scanned within 1 business day
- Email notification (configurable timing)
- Standard inbox display
Low (Junk)
- Logged but not scanned by default
- No notification
- Visible in “All Mail” filter only
- Auto-shredded after 30 days (configurable)
Junk mail handling
We identify likely junk mail by:- Known marketing senders
- Bulk mail class indicators
- “Resident” or generic addressing
Junk mail options
Go to Settings → Mailroom → Junk Mail:Correcting categories
If we miscategorize something:- Open the document
- Click the category badge
- Select the correct category
- (Optional) Report sender for future improvement
Training the system
When you correct a category:- Future mail from that sender uses your correction
- Our system learns from corrections across all users
- Accuracy improves over time
Creating custom categories
Beyond the default categories, you can add your own:- Go to Settings → Mailroom → Categories
- Click Add Category
- Name it and choose a color
- Set notification preferences
Routing rules
Create rules to auto-assign categories based on:- Sender address or name
- Keywords in content
- Envelope markings
Category-based views
Filter your inbox by category:- Click the category filter dropdown
- Select one or more categories
- Inbox shows only matching mail
Saved views
Save frequently used filters:- Set your filters
- Click Save View
- Name it (e.g., “Tax Documents Only”)
- Access from the Views dropdown
Category reporting
See mail statistics by category:- Go to Mailroom → Analytics
- View breakdown by category
- Track mail volume trends
- Which types of mail you receive most
- Seasonal patterns (tax season, renewal periods)
- Whether junk filtering is working
Notification customization
Each category has independent notification settings:
Adjust in Settings → Mailroom → Notifications → By Category.
Take action on mail
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