Auto-Forward Your Incoming Outlook 365 Emails

You application’s Office 365 Outlook email integration lets you auto-forward your incoming emails. For complete email record-keeping within the application, you can also manually forward your outgoing emails.

Important: You must use the email address associated with your application’s account for email forwarding. Each firm user must set up their own email forwarding.

Auto-Forward Incoming Emails

To auto-forward your incoming Office 365 Outlook emails:

1. Within your application, copy your email forwarding address.
2. In the upper right corner of Outlook, click the Settings (gear) icon.
   
3. At the bottom of the Settings panel, click View all Outlook settings.
   
4. On the Settings and Layouts screen, under the gray Layout column, click Forwarding.
   
5. In the Forwarding section to the right, check the box to Enable forwarding.
6. In the Forward my email to: field, paste the email forwarding address you copied from Setup > Firm Preferences > Email Forwarding.
   
7. Check the box to Keep a copy of forwarded messages, if desired.
8. Under your app’s settings section, click Mail.

9. In the left navigation pane’s Mail section, click Forwarding.
   The Forwarding section expands.
10. Click Start Forwarding.
11. In the Forward my email to: field, paste the forwarding address you copied to your clipboard.
12. In the Forwarding section’s upper right corner, click Save.

Your incoming Office 365 Outlook emails will auto-forward to your application.

Forward Outgoing Emails

To forward outgoing Office 365 Outlook emails to your application, blind copy (BCC) the forwarding email address.