Channels and intake - Documate

A channel is how files enter Documate for a business.

Channel ID for the API

Every channel has an ID. Partner API paths use it as queueId: POST /api/v1/queues/{queueId}/files Copy the ID from the channel page in the app before calling the API.

Document type routes

Map each document type to an agent. After the first upload, routing may lock until you unlock it — unlock only when you intend to change mappings.

Email intake

You can mint channel or agent mailboxes and optionally restrict senders with an allowlist. Emails that pass the allowlist become files on that channel.

Webhooks on a channel

Channels can inherit business webhook defaults or override URL, secret, and subscribed events. See Integrations and events.