Docsroom

Help centre / Email setup

Email setup

Once, for about ten minutes, and then every request, reminder and invitation goes out from your own address.

To Ellie Hart · from Whitmore & Co

Two things for your purchase

This is the email as it will arrive. Each person gets only their own requests.

Proof of deposit

Who else will live there

Open the request

What to set

Docsroom sends through Resend. On the hosted plans we do this for you; if you run Docsroom yourself, set four values in the app’s environment and restart it.

# The public HTTPS address the people you ask can reach
PUBLIC_ORIGIN=https://requests.yourbusiness.co.uk

# A sender on a domain you have verified with Resend
EMAIL_FROM="Your Business <requests@yourbusiness.co.uk>"
EMAIL_REPLY_TO=hello@yourbusiness.co.uk

# Your Resend API key
RESEND_API_KEY=re_…

Checking it works

Open Settings, then Email delivery. It shows whether the provider is connected and what the public address is set to, and Send me a test email sends one message to your own address through the same route request emails take. Do that before you send anything to anyone else. The email dialog on a request says the same thing in passing, and refuses to send until both are in place.

Before it is set up

  • Client links still work; create one in the actions beside a person on the People tab and share it yourself.
  • Prepare reminder, in the same actions, opens a draft in your own mail app.
  • Password reset and invitation links are shown on screen instead of being sent, so a new colleague can still be let in.
  • Scheduled reminders cannot be turned on until email and the public address are both set.
  • Nothing is notified by email, and the foot of the Notifications section says why. The Activity page still fills, so nothing is lost.

Every link in an email must be HTTPS. Docsroom refuses to send an email containing a plain HTTP address, except to localhost while testing.

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