How to set up forwarding rules in Outlook

Modified on Wed, 23 Aug, 2023 at 3:01 PM

You can use the rules in Outlook to set up your vendor emails to be forwarded to your inbox monitor address.


Action needed 


1.  Open the Outlook desktop application and click on the Home tab or open the message to find the Rules option


2.  Click on Rules to get to the dropdown options:



3.  Click Create Rule for a new one or Manage Rules & Alerts to return to an existing rule.  The wizard popup will open


Adjust the Subject line to catch all emails containing invoices


4.  Click on the Advanced Options button. Note how both the from and "with Your Microsoft..." is preselected, but that your change to the subject line, is only visible in the bottom part of the window.


5.  Select the option to forward it to people or public group



6.  Click on the link (people or public group) and set up the forwarding address in the TO field



7.  Click on Next


8.  Skip the exceptions section.  Click on Next


9,  Give your rule a name and click on finish




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