Connect your mailbox and file mail

Connect your own account

Docavra provides the Google and Microsoft apps a mailbox connects through, so a firm has nothing to register. The firm administrator first turns on Mailbox integration in Settings, Communications, Mail settings. A firm that must use its own Google or Microsoft app (a Google Workspace firm that allows only its own, for example) sets it in Settings, System, Integrations; the firm's app then takes the place of Docavra's.

If Connect is missing, the page says why: mailbox integration is off for the firm, Docavra has not yet set the provider up, or your role does not connect a mailbox.

1. Open your profile, then Connections, beside Calendars.
2. Choose Connect for Google mail or Microsoft mail.
3. Sign in at the provider and consent to read and send access. You return to Connections with the account and status.

Each account is personal. An administrator can see connection status on your user record, but cannot browse your mailbox. Docavra keeps no copy of a message until you file it.

Browse your mail

Open Mail in the sidebar. The rail has two groups. Your mailbox holds Inbox and Sent, read live from the account you choose at the top of the rail. Firm mail holds the copies the firm keeps: To file, No matter found, Filed, Drafts and Bin. Compose starts a new email.

Search in your mailbox is answered by the provider; use the date range to narrow it further. The provider's list loads further pages as you go on, without claiming a total message count. In the reader, Newer and Older step to the neighbouring message.

Open a message to read it, then Reply, Reply all or Forward, Archive, Delete, Mark unread or File to another matter from its toolbar. The Filed to links show reachable matters holding the same filed copy. Attachments cannot be downloaded from this live view: they pass the document scan gate after filing.

File a message or a thread

1. Open the message and choose File to matter.
2. Search for a matter, choose its folder and classification, and tick the attachments to keep. Choose File message, or File thread for a whole conversation.

Docavra saves the original message with its headers and selected attachments. Scanning must finish before documents may be downloaded. Filed contents stay fixed; filing never changes the provider's message.

File thread files every message that has no copy yet, keeping all attachments. The dialog tells you how many preview messages are already filed. A background job shows counts of filed and skipped messages. If it stops, completed copies remain; reconnect if needed and try again safely.

Manage where the copy is filed

On the matter's Correspondence, Emails, filter by Mailbox or Matter address. Also filed to names the other matters. Open the copy and use Filed to matters to search its links, add a matter or unlink with a reason.

Exactly one link is primary. Removing it promotes another remaining link. The last link cannot be removed: discard the message with a reason instead. Discard preserves the historical record and marks its documents removed.

Reconnect or disconnect

A lost or expired grant reads Connect again. Return to Connections and choose Reconnect. Until the grant is restored, live browsing and new filing are unavailable; existing filed copies remain.

Disconnect asks for a reason and clears Docavra access. Google revokes the token. Microsoft cannot revoke an individual grant through this read-only connection; remove Docavra consent in your Microsoft account to finish revocation. If provider revocation fails, local access is still cleared and the result tells you to remove provider consent.

Turning firm integration off hides connect and refuses live operations. Stored copies and their matter links remain available.

Sending from a matter

Write, reply and forward from a matter through your own mailbox. An older connection without send consent keeps reading available and shows Reconnect for sending. Reconnect it to grant the additional scope.