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Configuring Email Integration With Gmail

Before Getting Started

Read the Guidelines for Email Integration article to ensure necessary first steps have been taken for successful integration. 

How it works

You can choose to forward your emails from Outlook to CosmoLex. When selecting the email address, please make sure that the email address you are choosing to set up email forwarding with, is the email address associated with your user account in Cosmolex.
 
The following directions show you how to forward all emails from Outlook to CosmoLex (Incoming and Outgoing).

How to set up integration

Set up Incoming Email Forwarding

In Gmail, Go to Settings > Forwarding and POP/IMAP and click “Add a forwarding address” to enter your CosmoLex provided forwarding email address
 
You will then receive an email in your CosmoLex mailbox (this may take a few minutes). Navigate via the top right envelope icon (Or Activities > Emails), click on the email to view and copy the Verification Code provided. Please check Trash in the Cosmolex Mailbox at the bottom left if you don’t see the verification code in the Inbox.
 
In Gmail, go to Settings > Forwarding and POP/IMAP and enter the code and click Verify.

On the same screen in Gmail, you can now select the CosmoLex address as your forwarding mailbox.

On the same screen in Gmail, you can now select the CosmoLex address as your forwarding mailbox.

 

Set up Outgoing Email Forwarding

Go to Settings > Filters and Blocked Addresses and click “Create a new filter”. Then click “Create filter with this search”.

In the From field, enter your firm’s email address which you would like to forward.

 

In this final step, select the CosmoLex email address in the forwarding drop-down and click “Create Filter”.

 

If the Outgoing filter in Gmail often presents problems and as an alternative, Gmail users could use Chrome browser plugin for always Bcc-ing all outgoing emails.

https://chrome.google.com/webstore/detail/bcc-me-for-gmail/hmkichigbnaamgiokhbjkigjlggpeenf

Updated on June 28, 2018

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