Other sources: inbox, shared folder, and file upload

What the Other sources tab is

Connect is where Verinode reads in the data that turns into your margin numbers, your benchmarks, and IQ's recommendations. Most of that data comes from tools you already run (QuickBooks, your job-management platform, your CRM), which is what the Your tools and Add a tool tabs are for. Other sources is the third tab: the non-tool channels. It covers the three ways data reaches Verinode when it isn't coming out of a piece of software you pay for: your inbox, a shared folder you point at Verinode, and a plain file upload.

These three are grouped together because none of them is a "tool" with a catalog entry, a vendor logo, or a monthly bill. They are just doors: forward an email, drop a file in a folder, or upload something from disk. Verinode calls that door a "source" rather than an integration, and the tab is where you see the state of each one and open it to connect or use it.

Where to find it

Open Connect from the sidebar (/connect). The page opens on a hero card ("Get your data flowing") with a running document count, a search box, and a row of three tab pills: Your tools, Add a tool, and Other sources. Click Other sources to switch to this view. Switching tabs is instant and client-side, there's no reload, and the URL doesn't change, so you can flip between tabs freely while you look for something.

The search box above the tabs ("Search your tools") filters by name across whichever tab is open. Type "inbox" or "folder" while on Other sources and the list narrows to matching rows; clear it and everything reappears.

The three rows

Each row follows the same layout: an icon on the left (a real vendor logo for tool rows, a plain glyph for these three: an envelope for the inbox, a folder for the shared folder, an upload arrow for file upload), the source name and a one-line description in the middle, and a single action button on the right that does the one thing that row needs done. The whole row is a click target, not just the button.

Your inbox

What it shows. The row reads Your inbox. Its subtitle and its action button change with your connection state:

• Not connected yet. Subtitle reads "Connect once, years of the job story flow in." The button reads Connect (a filled, colored pill with an arrow), in steel blue, the same accent used for every direct connection on this page.
• Connected or flowing. Subtitle reads "The job story, carrier threads, approvals." The button reads Flowing (a green pill with a checkmark), which just means Verinode has already picked something up from this channel.

Your inbox goes green the moment either of two things is true: you've connected a mailbox directly (Microsoft 365 or Gmail, via OAuth), or you've activated email forwarding (the address in the hero card at the top of the page). Whichever happens first is what flips the row.

What the button does. Both states open the same place: the Integrations panel. From there you pick Microsoft 365 or Gmail and walk through a short folder-or-label wizard: you create a dedicated folder (Outlook) or label (Gmail) for carrier, TPA, and vendor mail, point a rule or filter at it, and Verinode reads only what lands there, read-only, nothing sent or changed on your side. If you'd rather not connect a full mailbox, forwarding a single address is the lighter-weight alternative, covered in Forwarding documents.

Connect a shared folder

What it shows. The row reads Connect a shared folder, subtitle "Drop files into one scoped folder. Google Drive or SharePoint." The action button always reads Connect, a filled steel-blue pill. Unlike the inbox row, this one doesn't flip to a green "Connected" state on the row itself, whether you already have a folder linked is shown inside the card, not on the row.

What the button does. Opens the Connect a Shared Folder card. This is the door for a tool that has no API and only knows how to export to a file, the kind of gap Dash or Xactimate leaves. Point that tool's export at one folder, and everything dropped in it flows into Verinode from then on.

If you already have a folder connected, it's listed at the top: the folder's name, a line reading "Connected. Last file in [month] [day]." (or "Connected. No files in yet." if nothing has landed since you linked it), and a Disconnect button.

To connect a new one, the card walks you through a two-step proof of ownership so a folder ID alone isn't enough to hijack someone else's folder:

1. 1Create one folder in Google Drive (the card suggests naming it "Verinode").
2. 2Share it as Viewer with the service-account address shown in the card. Copy it with the Copy button next to the address. That address is all Verinode can ever see.
3. 3Paste the folder's link into the field ("Paste the folder's link") and click Continue.
4. 4Verinode names a small verification file. Create an empty file with that exact name inside the folder, then click I dropped it in, connect (or Back to change the folder link first).
5. 5Once Verinode finds the file, it confirms the folder and shows "Connected." Files dropped in from then on come in automatically. Drop your exports and documents in and Verinode reads them without any further action from you.

The card is explicit about scope at the bottom: "Read-only, scoped to the one folder you choose, encrypted under a key that is yours, and never sold. Verinode never sees the rest of your drive."

Upload a file

What it shows. The row reads Upload a file, subtitle "Drag in a P&L, an export, a report." The action button reads Upload, an outlined (not filled) pill in teal, since this is the plainest, no-setup source on the page.

What the button does. Opens the Upload card, which is instructional rather than a live dropzone on this row: it points you to the same capture flow used everywhere else in the product.

• A status pill at the top reads either Ready to set up (copper) if you haven't uploaded anything through this channel yet, or [count] captured · Active (green) once you have, where the count is how many files have come in specifically through upload (a separate tally from the inbox or shared-folder counts).
• Headline: "Drop files, invoices, scorecards, P&Ls, anything."
• Body: "Use the Add Data button on any section page (Vendors, Jobs, Margin, Clients) to upload a file. Verinode parses it inline and surfaces signals immediately. Bulk imports work too: drag a folder of invoices and they fan out across the right entities automatically."
• A "When to use it" box: "Best for one-off files you already have on disk. Email is faster for things that arrive in your inbox regularly."
• A closing note: "The + Add Data button on every section page (Vendors, Jobs, Margin, Clients, Equipment, Safety, etc.) launches the capture flow. No setup required, it just works."

In practice, there's no separate "upload" screen to hunt for. Any time you see + Add Data on a section page, that's this channel, and a document you drop there shows up back here as one more file captured.

How to choose between them

None of these three is exclusive, most operators end up using at least two. A rough guide:

| Situation | Best source | |---|---| | A document already sitting on your computer or downloads folder | Upload a file | | Carrier, TPA, or vendor mail arriving in your inbox on an ongoing basis | Your inbox (mailbox connect or forwarding) | | A tool with no API that only exports to a file, and you want it to keep flowing without repeating a manual upload every time | Connect a shared folder, point the tool's export at it once |

Empty states

If you search while on Other sources and nothing matches, the row list is replaced with "No sources match that search." Clear the search box to bring the three rows back. There's no scenario where the tab itself is intentionally blank while unfiltered, all three rows (inbox, shared folder, upload) are always listed here regardless of whether you've connected anything yet, since each one is a door you can open at any time. If you land here with no query and somehow see nothing (a temporary loading gap), the fallback copy reads "Your inbox and shared folders show up here."

Related reading

• Connecting your data
• Forwarding documents