​Microsoft Exchange Server 2013

If you use Microsoft Exchange 2013 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 2013 server.

Creating a Transport Rule

1. Login to your Microsoft Exchange 2013 admin panel with a valid Exchange administrator account
2. Select ‘mail flow’ in the left column and ensure ‘rules’ is selected in the central pane
3. Select the ’+’ icon and ‘create a new rule’
4. In the new window, select ‘more options’
5. Enter a name for the transport rule

Tip

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

6. Under the ’* Apply this rule if’ dropdown menu, select ‘The subject or body’
7. Under the sub-menu, select ‘subject matches these text patterns’
8. In the pop-out window text field, enter your organisation specific code, select ’+’, then OK

Note

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

9. Under the ‘*Do the following’ dropdown menu, select ‘Add recipients’
10. Under the sub-menu, select ‘to the BCC box’ and then the ‘Select people’ link to the right of the drop-down menu
11. In the new window, enter the relevant email address below:
12. For the UK and Channel Islands: mail@inbound.intouchapp.co.uk
13. For Australia: mail@aus.inbound.intouch.cloud
14. Select ‘check names’ and then OK
15. Finally, at the bottom of the new rule window, Save