How do I configure Email forwarding, while authenticating email address for IMAP support?

Updated on December 20, 2017 06:57pm by Admin

Emails that are received in the authenticated email account can be collected as a case in Apptivo Cases App using “Email to Case” option. To use this option you need to first configure it. Lets walk through the following steps to get a better understanding of this concept.

Steps to Configure " Email to Case "

  1. Log in and access Cases App from your universal navigation menu bar. 
  2. Click on "More" icon and select Settings located at the app header bar.
    Cases Settings
  3. Click on “Email to Case” from left navigation panel.
  4. Click on “Add” button to add email address.
  5. Provide the details and click on “Authenticate” button.
  6. After authenticated your email id, go back to edit page to get a "Email forwarding code".
  7. You can able to view "Email forwarding code" near “Apptivo Email ID to forward”.
  8. Now copy the generated code. Navigate to your account (Gmail, Yahoo, Outlook etc) and move on to "Settings" page.
  9. Now select “Forwarding and POP/IMAP” tab and click on “Add a Forwarding Address”.
  10. Paste the email forwarding address as shown in the image:
  11. Now a pop up window will appears, click on "Proceed" button to receive an acknowledgement email with a confirmation code.
  12. Now  you can view the code in homepage dashboard's "Emails" inbox as shown in following image:
  13. Copy and paste the code in “Verify code” field of your Gmail account as shown in the following image:
  14. You have to manually select the "Forward a copy of incoming mail to" option (By default "Disable forwarding" option will enabled).
  15. Now all your emails received in your Email account will be immediately collected into apptivo account. Also log a case automatically.