Microsoft Exchange Server 365

If you use Microsoft Exchange 365 for your emails, you can configure this to automatically attach your emails to the relevant matter inside InTouch.

Note

These actions require admin rights to the exchange 365 server.

Creating a Transport Rule

1. Login to your Office 365 Exchange admin panel with a valid Office 365 administrator account
2. Select ‘mail flow’ in the left column and ensure ‘rules’ is selected in the central pane
3. Select ’+’ and ‘Create a new rule’
4. In the new window, select the ‘More options’ link
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 ’+’, thenOK

Note

To retrieve your organisation 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:
12. For the UK and Channel Islands: mail@inbound.intouchapp.co.uk
13. For Australian customers: mail@aus.inbound.intouch.cloud
14. Select Check Names, and then OK
15. At the bottom of the new rule window, Next
16. Save