Forwarding Emails using Outlook

Automate email forwarding for invoices that reach your inbox!

Forward Specific Emails Using a Rule in Outlook.com

To set up a rule in Outlook on the web that forwards certain messages (based on multiple criteria) to an email address:

1. Select Settings > View all Outlook settings.

    

2. Select Mail > Rules.

   

3. Select Add a new rule.

    

4. Enter a descriptive name for the new rule. Select a name that makes it easy for you to remember how the rule is used.

   e.g. ABC Supplier > fileAI
   
   

5. Choose how to forward the emails by selecting an item from the Add a condition dropdown like these examples (although there are others you can choose from):

   • Choose Has attachment to forward all emails with attachments.
   • Choose From to forward all emails from a specific sender.
   • Choose Importance to forward only emails marked with high importance.

   All conditions must be met for a message to be forwarded.

   

6. Select the Add an action dropdown arrow and choose the format of the forwarded message:

   • Select Forward to if you want the messages forwarded as an email.
   • ​Select Forward as attachment to forward complete emails as unmodified attachments.

   

7. Enter the email address (this is your specific forwarding email from fileAI App) where new messages matching the rule should be sent automatically.

8. To exclude emails that match certain criteria from being forwarded:

   1. Select Add an exception.
   2. Select the Select one dropdown arrow and choose the desired condition. For example, select Sensitivity to exclude messages with a certain priority.
   3. Select the Select an option dropdown arrow and choose the desired option. For example, select Private to exclude messages marked as private.

   

9. Select Save.