Before Getting Started
Read the Email Configuration Guidelines 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.
How to set up integration
Set up Incoming Email Forwarding
Leave everything unticked for the Exceptions step.
In the final step, give a name to the Rule and click “Finish”
Set up Outgoing Email Forwarding
For Outgoing emails, you can follow the same steps after selecting “Apply rule to messages I send” in the first step. And select the option to Cc in the configuration step as shown in the screenshot below.