Auto-Forward Your Gmail

The application’s Gmail 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 for email forwarding. Each firm user must set up their own email forwarding.

Auto-Forward Incoming Email

To auto-forward your incoming email:

1. Setup email integration and permissions to ensure your account is ready for successful integration.
2. Log in to Gmail.
3. Navigate to Settings > Forwarding and POP/IMAP.
4. Click Add a forwarding address.
5. Paste the application’s forwarding email address you obtained in step 1.
   
6. Click Next.
   An email is sent to your application’s mailbox. It may take a few minutes to receive it.
7. In the application, click Practice Management.
8. From the Practice Management menu, click Communications.
9. Within Communications, click Email.
10. Click Inbox.
    
11. Click the email to view the verification code within it.
12. Copy the verification code.
    Note: If you don’t see the verification code in your inbox, then in the menu, check the Mailbox’s Trash folder.
13. In Gmail, navigate to Settings > Forwarding and POP/IMAP.
    
14. Paste the code.
15. Click Confirm.
16. At the bottom of the screen in the middle, click Save Changes.
    Your incoming email will auto-forward to your application.