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Email forwarding rules
Email forwarding rules

Find out how emails with invoices or receipts can be forwarded to Document Scanner automatically with email forwarding rules

Updated over 2 weeks ago

If you or your organisation’s members regularly receive receipts or invoices via email that are then forwarded to Expend’s Document Scanner, you could consider setting up rules with your email provider to automatically have these emails forwarded to the appropriate Document Scanner email address.

Below are some different email providers’ instructions for setting up email forwarding rules. Please ensure that the forwarding address is a Document Scanner email address (ending with expend.email).

Gmail

You can forward new messages to the Document Scanner email address. To forward only the relevant messages, you can create a filter. To set up email forwarding:

  1. On your computer, open Gmail.

  2. Sign in to the account where you want to forward messages from.

  3. In the top right, click ⚙ (Settings) > See all settings.

  4. Click the Forwarding and POP/IMAP or Forwarding tab.

  5. In the “Forwarding” section, click Add a forwarding address.

  6. Enter the email address you want to forward messages to.

  7. Click Next > Proceed > OK.

    • A verification message is sent to the forwarding email address.

  8. Click the verification link in the message and confirm.

  9. Return to the “Settings” page in Gmail.

  10. Refresh your browser.

  11. Click the Forwarding and POP/IMAP or Forwarding tab.

  12. In the "Forwarding" section, select Forward a copy of incoming mail to.

  13. Choose what you want to happen with the Gmail copy of your emails.

    • It’s recommended you select Keep Gmail's copy in the Inbox.

  14. At the bottom of the page, click Save Changes.

For more information, see Gmail Help.

Apple Mail

You can create a rule to automatically reply to or forward emails when Mail is open.

  1. Go to the Mail app on your Mac.

  2. Choose Mail > Settings, then click Rules.

  3. Click Add Rule, then type a name for the rule.

  4. Indicate whether any or all of the conditions must be true for the rule to be applied.

  5. Set the conditions that determine which messages to automatically reply to or forward.

  6. Click the “Perform the following actions” pop-up menu. Choose Forward Message from the first pop-up menu, then enter the email address to which to send the messages (the Document Scanner email address).

  7. Click OK.

For more information, see the Mail User Guide (under “Automatically reply to or forward emails” in the linked article).

Outlook/Office365

You can use inbox rules to automatically forward or redirect relevant messages sent to Document Scanner.

  1. In Outlook, go to Settings, go to Email, and click Rules.

  2. Click Add new rule and enter a name.

  3. Under “Add a condition”, select the conditions to identify relevant email messages (such as sender, keywords, and whether an attachment is included).

  4. Under “Add an action”, select Forward to and enter the Document Scanner email address.

  5. Click Save.

For more information, see Microsoft Support.

mail.com

You can create a custom filter and set a task to forward relevant messages. For more information see the mail.com Help Center.

Zoho Mail

For more information, see Zoho Mail Help.

If it isn't included in this list, please look at your email provider’s help for instructions on setting up email forwarding rules.

It is recommended to always test forwarding rules to ensure that the correct emails are identified before you start forwarding new messages to the Document Scanner email address.

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