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Google Workspace Server integration

If you use Google Workspace for your emails, you can configure Gmail to automatically attach your emails to the matter inside InTouch.

This can be done for all users via a Google Admin account or on each individual user’s account.

Google Admin

Section titled “Google Admin”
  1. Within your Google Admin Account visit:
  2. Apps > Google Workspace > Gmail > Compliance > Content Compliance
  3. Choose to Add Rule
  4. Provide the rule with a name i.e. “Send to InTouch”
  5. Select Inbound and Outbound
  6. Add a new expression:
  7. Select advanced content match
  8. Enter the following: 1. Location: Subject 2. Match Type: Contains Text 3. Content: Your organisation’s unique code
  9. Under the Do the following dropdown menu, select ‘Add recipients’ to the ‘Bcc Box’
  10. Add a forwarding address
  11. For the UK and Channel Islands: mail@inbound.intouchapp.co.uk
  12. For Australian customers: mail@aus.inbound.intouch.cloud
  13. Save

Individual User Account

Section titled “Individual User Account”

Setting this up involves two steps:

  1. Creating a forwarding address
  2. Creating a forwarding rule
Creating a forwarding address
Section titled “Creating a forwarding address”
  1. Login to your Gmail account using a web browser
  2. Select the Cog icon in the top right corner
  3. See All Settings
  4. Select the tab Forwarding and POP/IMAP
  5. Add a forwarding address
  6. For the UK and Channel Islands: mail@inbound.intouchapp.co.uk
  7. For Australian customers: mail@aus.inbound.intouch.cloud
  8. For those in the Bahamas: mail@bhs.inbound.intouch.cloud
  9. Next > Proceed
  10. Once complete, email support@intouch.cloud to let us know that you have set this up
  11. We will confirm this on your behalf
Creating a forwarding rule
Section titled “Creating a forwarding rule”
  1. Login to your Gmail account using a web browser
  2. Select the Cog icon in the top right corner
  3. See All Settings
  4. Select the tab Filters and Blocked Addresses
  5. Create a new filter
  6. Enter your organisation specific code into the subject field
  1. Create Filter
  2. Tick Forward it to: and input the relevant email address:
  3. For the UK and Channel Islands: mail@inbound.intouchapp.co.uk
  4. For Australian customers: mail@aus.inbound.intouch.cloud
  5. For those in the Bahamas: mail@bhs.inbound.intouch.cloud
  6. Create filter

Now all received emails that contain a valid ITR code in the subject will be automatically attached the relevant matter on InTouch.