Microsoft Exchange Server 2010

If you use Microsoft Exchange 2010 for your emails, you can configure this to automatically forward your emails to the relevant matter inside InTouch.

Note

These actions require admin rights to the Exchange 2010 server.

Creating a Transport Rule

1. Open the Exchange Management Console
2. On the left hand side, expand the Exchange Tree then expand Organisation Configuration
3. Within the central section, select the Transport Rules tab
4. Within the Actions section on the right hand side, select New Transport Rule
5. Enter a name for the transport rule

Tip

This can be anything you like, but we suggest ‘Send email to InTouch’.

1. Ensure Enable Rule is ticked
2. Select Next
3. Check the box: ‘when the Subject field contains specific words’
4. In the lower pane, follow the link: ‘specific words’
5. In the Words: field enter your organisation specific code

Note

To retrieve your organisation specific code, please email support@intouch.cloud.

10. Select Add > OK
11. Select Next
12. Under Actions, check the box: ‘Blind carbon copy (Bcc) the message to addresses’
13. In the bottom panel follow the link: ‘addresses’
14. Select the dropdown field next to Add > External E-Mail Addresses
15. In the pop up window, enter the relevant email address:
16. For the UK and Channel Islands: mail@inbound.intouchapp.co.uk
17. For Australian customers: mail@aus.inbound.intouch.cloud
18. Select OK, and then OK again on the previous window
19. Select Next
20. Select New and wait a few seconds whilst the Exchange adds the new rule
21. Click Finish to complete the process