Auto-Forward Your Gmail

CosmoLex’s Gmail email integration lets you auto-forward your incoming emails. For complete email record-keeping within CosmoLex, you can also manually forward your outgoing emails. 

Auto-Forward Incoming Email

To auto-forward your incoming email:

1. Setup email integration and permissions to ensure your account is ready for successful integration.
2. Log in to Gmail.
3. Navigate to Settings > Forwarding and POP/IMAP.
4. Click Add a forwarding address.
5. Paste the CosmoLex forwarding email address you obtained in step 1.

6. Click Next.
   An email is sent to your CosmoLex mailbox. It may take a few minutes to receive it.
7. In CosmoLex, take one of these actions:
   • From Atop Any Screen
     1. Toward the upper right corner of the screen, click the envelope icon.
   • From Activities
     1. From the left navigation panel, click Activities.
     2. From the Activities left navigation, click Emails.
8. Click Inbox.
9. Click the email to view the verification code within it.
10. Copy the verification code.
    Note

    If you don’t see the verification code in your inbox, then in the lower left corner, check the CosmoLex Mailbox’s Trash folder.

11. In Gmail, navigate to Settings > Forwarding and POP/IMAP.
12. Paste the code.
13. Click Verify.

14. In the Forwarding section’s drop-down, click the CosmoLex address.

15. At the bottom of the screen in the middle, click Save Changes.
    Your incoming email will auto-forward to CosmoLex.

Auto-Forward Outgoing Gmail

To forward your outgoing Gmail to CosmoLex:

1. Go to Settings > Filters and Blocked Addresses.
2. Click Create a new filter.
3. Click Create filter with this search.
4. In the From field, enter the firm email address to which you would like to forward your Gmail.
5. Click Create filter.

6. 6. From the Forward it to field’s drop-down, click the CosmoLex email address.
   7. Click Create Filter.

Note

If you experience consistency issues with the Outgoing Gmail filter, you might try the Chrome browser plugin to BCC all outgoing emails.