Auto-Forward Your Classic Outlook Emails

You can forward your Classic Outlook emails to your application.

Important: The email address from which you forward must be the same email address associated with your application’s user account.

Auto-Forward Incoming Emails

To auto-forward incoming Outlook emails:

1. Activate email forwarding in your application.
2. In Outlook’s upper left corner, click File > Manage Rules & Alerts.
   The Rules and Alerts window opens.
3. In the upper left corner, click New Rule.
   The Rules Wizard opens.
4. In the Start from a blank rule section, click Apply rule on messages I receive.
5. Toward the bottom right, click Next.
6. Toward the bottom right of the next screen, click Next.
   A message box reads: This rule will be applied to every message you receive. Is this correct? Click Yes.
7. In the Step 1: Select action(s) section, check the box beside forward it to people or public group.
8. In the Step 2: Edit the rule description… section, click the people or public group hyperlink.
   The Rule Address window opens, displaying your Outlook address book.
9. At the bottom in the To field, paste the email forwarding path you copied to your clipboard from Setup > Firm Settings > Firm Preferences > Email Forwarding.
10. Toward the bottom right corner, click OK.
11. Click Next.
12. Click Next.
13. In the Specify a name for this rule screen, name the rule.
14. In the Step 2: Setup rule options section, check the box beside Run this rule on messages already in “Inbox” if desired.
15. In the lower right corner, click Finish.
    The screen closes, returning to the Rules and Alerts screen.
16. Toward the bottom right, click Apply.
17. Close the screen and return to Outlook.

Auto-Forward Outgoing Emails

To auto-forward incoming Outlook emails:

1. Activate email forwarding in your application.
2. In Outlook’s upper left corner, click File > Manage Rules & Alerts.
   The Rules and Alerts window opens.
3. In the upper left corner, click New Rule.
   The Rules Wizard opens.
4. In the Start from a blank rule section, click Apply rule on messages I send.
5. Toward the bottom right, click Next.
6. Toward the bottom right of the next screen, click Next.
   A message box reads: This rule will be applied to every message you receive. Is this correct?
7. Click Yes.
8. In the Step 1: Select action(s) section, check the box beside cc the message to people or public group.
9. In the Step 2: Edit the rule description… section, click the people or public group hyperlink.
   The Rule Address window opens, displaying your Outlook address book.
10. At the bottom in the To field, paste the email forwarding path you copied to your clipboard from Setup > Firm Settings > Firm Preferences > Email Forwarding.
11. Toward the bottom right, click OK.
12. Click Next.
13. Click Next.
14. In the Specify a name for this rule screen, name the rule.
15. In the Step 2: Setup rule options section, check the box beside Run this rule on messages already in “Inbox” if desired.
16. In the lower right corner, click Finish.
    The screen closes, returning to the Rules and Alerts screen.
17. In the lower right corner, click Apply.
18. Close the screen and return to Outlook.