How to Use Inbound Documents

Learn how to view files pushed to Cloud Sentrics from external systems via API.

Inbound Documents is available for organizations with Software Integration enabled. External systems (such as student information systems or HR platforms) can push files directly into Cloud Sentrics via API. You can view and manage these files from the Inbound Documents section.

Steps

1. Log in to your Cloud Sentrics portal.
2. Navigate to Inbound Documents from the left sidebar.
3. View the list of files received from external systems.
4. Click on a file to preview or download it.
5. Files can be shared with recipients using the standard Send Files workflow.

Tip: If you don't see Inbound Documents in your sidebar, contact your administrator to enable Software Integration.

Tips

• Inbound files are received automatically — no manual upload is needed.
• Files are encrypted and stored securely upon receipt.
• Check this section regularly if your organization uses automated integrations.
• Your IT team manages the API connection between external systems and Cloud Sentrics.