Mailroom Settings

Configure notifications, forwarding, and mail handling preferences.

Different people want different things from their mailroom. Some want immediate alerts for everything. Others prefer a weekly digest so mail doesn’t interrupt their day. Some want junk mail scanned “just in case.” Others want it shredded on sight.

The settings let you configure exactly how your mailroom works — notification timing, automatic rules, forwarding addresses, and retention policies.

Accessing settings

Go to Settings → Mailroom to configure:

• Notifications
• Forwarding addresses
• Junk mail handling
• Retention policies
• Automatic rules

Notification settings

By priority

Category	Email	Push	Timing
Urgent (IRS, State, Legal)	Always	Always	Immediate
Important (Bank, Business)	Configurable	Configurable	Configurable
Low (Junk)	Never	Never	Never

Notification timing

For non-urgent mail, choose when to be notified:

Option	Behavior
Immediate	Notify as soon as mail is scanned
Same day	Notify by end of business day
Daily digest	One email with all new mail
Weekly digest	One email per week

Digest schedule

If you choose digest:

• Daily: Sent at 9 AM your local time
• Weekly: Sent Monday at 9 AM

Change your timezone in Settings → Account → Timezone.

Quiet hours

Suppress notifications during certain hours:

1. Enable Quiet Hours
2. Set start and end time (e.g., 9 PM - 8 AM)
3. Urgent mail still notifies; everything else waits

Forwarding addresses

Manage addresses for mail forwarding:

Add an address

1. Go to Settings → Mailroom → Forwarding Addresses
2. Click Add Address
3. Enter:
   • Label (e.g., “Home”, “Office”, “Accountant”)
   • Street address
   • City, State, ZIP
4. Optionally set as default

Default address

Your default address is pre-selected when you forward mail. Change it by clicking Set as Default on any address.

Remove an address

1. Click the address
2. Click Remove
3. Confirm deletion

In-progress shipments continue to the removed address.

Junk mail handling

Configure how we treat likely junk mail:

Setting	What Happens
Scan and filter	Scanned but hidden from main inbox
Scan and show	Scanned and shown with all mail
Don’t scan	Logged only, not digitized
Auto-shred	Destroyed without scanning

“Auto-shred” is aggressive—use it only if you’re sure you don’t need marketing mail.

Junk mail review

Even if filtered, junk mail is accessible:

1. Go to Mailroom
2. Click Filter → Category → Junk
3. Review and recategorize if needed

Retention policies

How long we keep your mail:

Digital scans

Plan	Default Retention
Starter	1 year
Growth	3 years
Scale	7 years

After retention expires, scans are deleted. Download important documents before expiration.

Physical mail

Physical mail is held for 90 days unless you request an action:

• Forwarded — Shipped to you
• Shredded — Destroyed
• Extended hold — Request additional 90 days ($2/item)

After 90 days with no action, mail is securely shredded.

Changing retention

To extend digital retention:

1. Go to Settings → Mailroom → Retention
2. Choose a longer period (may require plan upgrade)

Automatic rules

Create rules for automatic mail handling:

Create a rule

1. Go to Settings → Mailroom → Rules
2. Click Add Rule
3. Define conditions (sender, category, content)
4. Set actions (archive, categorize, notify)

Rule conditions

Condition	Options
Sender contains	Text match on sender name/address
Category is	IRS, State, Bank, etc.
Subject contains	Text match on OCR content
Date received	Within last X days

Rule actions

Action	Description
Categorize as	Assign a specific category
Archive after X days	Auto-archive when aged
Shred after X days	Auto-shred when aged
Notify specific person	Additional notification
Add note	Automatically attach a note

Example rules

1. Archive bank statements

   • If category is Bank
   • Archive after 30 days

2. Alert accountant about IRS

   • If category is IRS
   • Also notify [e-mail]

3. Auto-shred marketing

   • If sender contains “Marketing” or “Promo”
   • Shred after 7 days (no scan)

Email preferences

Notification emails from

Choose the sender address for mailroom emails:

• [e-mail] (default)
• Your company domain (if configured)

Reply handling

If someone replies to a mailroom notification:

• Replies go to your support email
• Or discarded (no-reply mode)

Mobile notifications

Configure push notifications for the Pluvel mobile app:

1. Download the Pluvel app
2. Log in and enable notifications
3. Configure which categories trigger push

Push settings

Category	Default Push
IRS	Yes
State	Yes
Legal	Yes
Bank	No
Business	No
Junk	No

Access permissions

Control who can access the mailroom:

Role	View	Forward	Shred	Settings
Owner	Yes	Yes	Yes	Yes
Admin	Yes	Yes	Yes	Yes
Accountant	Yes	Yes	No	No
Team Member	No	No	No	No

Invite team members with appropriate roles in Settings → Team.

How the mailroom works

Overview of the digital mailroom.