PARSER GUIDES

Automatically Forward Selected Outlook Emails

Ways to Add DocumentsEmail Tutorials

Create an Outlook rule that sends matching document emails to PARSER

Create an Outlook rule that sends selected document emails to PARSER automatically.

Copy the PARSER address

Open the destination parser or folder and copy its email address.

Send one email manually first. Continue only after it appears in PARSER.

Open Outlook rules

In Outlook on the web or new Outlook, open Settings -> Mail -> Rules and click Add new rule.

Choose which emails should match

Name the rule, then add a focused condition such as a supplier's address, "invoice" in the subject, or messages sent to your accounts mailbox.

Do not forward the complete mailbox unless every matching message should enter PARSER.

Add the forwarding action

Choose Forward to, paste the PARSER address, and save the rule.

Use Redirect to only when PARSER should check the original vendor or client as the sender. With Forward to, PARSER normally sees your Outlook address.

Test with a new email

Receive or send a new message that matches the rule. Confirm that its attachment appears in the correct PARSER parser or folder.

If the rule does not run, your Microsoft 365 administrator may have blocked external forwarding. See Troubleshoot Email Imports for the complete checklist.