Microsoft Outlook

1. In Outlook Web App, click File>Rules and Alerts.

‍2. On the Rules and Alerts pop-up, click New Rule in the top left corner.

3. On the Rules Wizard pop-up, under Start from a blank rule, select Apply rule on messages I receive. Click next.

4. Under Which condition(s) do you want to check? Step 1: Select condition(s), select conditions which will filter to select your bills. We recommend checking "with specific words in the subject" and checking the "which has an attachment".

5. For Step 2: Edit the rule description (click an underlined value), click the blue, underlined text. Enter specific words which will filter to select your bills. We recommend "bill" and "invoice". Click Ok and then Next.

6. When prompted with What do you want to do with this message? Step 1: Select actions(s), check forward it to people or public group.

7. For Step 2: Edit the rule description (click an underlined value), click the blue, underlined text "people or public group". In the field next to "To", enter data@ecolytics.io

8. Under Are there any exceptions?, follow the prompts to set any exceptions that will help filter the correct bills to be sent.
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9. Under Finish rule setup., you can specify a name for this rule (we recommend Ecolytics), make sure Turn on this rule is checked, and review the rule description in Step 3.

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10. Click Finish.

If stuck, follow the general instructions for setting up rules in Outlook.

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