You’re in a meeting when an IRS notice arrives at your registered agent address. Instead of waiting days for it to be forwarded (or worse, forgotten), you get a notification and open the scan on your phone. The notice needs a response by Friday — good thing you know about it now. That’s the point of the digital mailroom: instant access to your business mail from anywhere, without touching physical paper.Documentation Index
Fetch the complete documentation index at: https://docs.pluvel.com/llms.txt
Use this file to discover all available pages before exploring further.
Accessing the mailroom
- Go to Mailroom in the sidebar
- You’ll see your mail inbox sorted by date received
The mail list
Your inbox shows:| Column | Description |
|---|---|
| Date | When the mail was received |
| From | Sender (extracted from envelope/letterhead) |
| Category | Document type (IRS, State, Bank, etc.) |
| Status | New, Viewed, Actioned |
| Preview | Thumbnail of first page |
Filtering mail
Use filters to find what you need:- By category — IRS, State, Bank, Legal, Business, Junk
- By status — New, Viewed, Actioned, Archived
- By date range — Last 7 days, 30 days, 90 days, Custom
- Search — Find by sender name or content (OCR-searchable)
Viewing a document
Click any mail item to open the document viewer:Document viewer features
| Feature | Description |
|---|---|
| Full scan | High-resolution image of the document |
| Zoom | Pinch or use controls to zoom in |
| Page navigation | Arrow buttons for multi-page documents |
| Download | Save as PDF to your device |
| Send to your printer | |
| Actions | Forward, archive, shred options |
Multi-page documents
Documents with multiple pages show:- Page count indicator (e.g., “Page 1 of 3”)
- Thumbnail strip for quick navigation
- Arrow keys for page-by-page viewing
Document details
Each scanned item includes metadata:| Field | Description |
|---|---|
| Received | Date the physical mail arrived |
| Scanned | Date we processed it |
| Sender | Extracted from envelope/letterhead |
| Category | Document type classification |
| Pages | Number of pages |
| File size | PDF size for download |
Sender recognition
We automatically identify common senders:- IRS — Internal Revenue Service notices
- State agencies — Secretary of State, Tax, etc.
- Banks — Recognized financial institutions
- Known vendors — Previously identified senders
Search and OCR
All scanned documents are processed with OCR (Optical Character Recognition):How search works
- Type keywords in the search bar
- We search document content, not just sender names
- Results highlight matching documents
- Click to jump directly to the relevant page
Search tips
- Search for specific terms: “Notice of Assessment”
- Search for numbers: “Form 941” or “$1,234.56”
- Use sender names: “California Franchise Tax Board”
OCR accuracy is typically 95%+ for printed documents. Handwritten notes may not be searchable.
Mobile access
View mail from your phone:- Open the Pluvel app or mobile browser
- Tap Mailroom
- Pinch to zoom on documents
- All actions available on mobile
Mail timeline
Each document has a timeline showing:- When it was received
- When it was scanned
- When you first viewed it
- Any actions taken (forwarded, archived, etc.)
Bulk operations
Select multiple items for bulk actions:- Click the checkbox on each item (or “Select All”)
- Choose an action from the toolbar:
- Archive selected
- Download all as ZIP
- Mark as viewed
Archiving mail
After you’ve dealt with a piece of mail:- Click Archive in the document viewer
- Or select multiple items and click Archive Selected
Retrieving archived mail
- Go to Mailroom → Archive
- Find the document you need
- Click Restore to Inbox if needed
Mail categorization
How we classify your mail automatically.