> ## Documentation Index
> Fetch the complete documentation index at: https://docs.summate.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Outlook/Microsoft 365 Auto-Forwarding Setup

> Set up auto-forwarding for Outlook.com and Microsoft 365 accounts

<Note>
  Microsoft Enterprise 365 accounts often block automatic email forwarding by default. You may need administrator access to enable this feature.
</Note>

## Setting Up Forwarding Rules in Outlook

Follow these steps to create rules that forward newsletters to your Summate inbox:

<Steps>
  <Step title="Open Rules Settings">
    **In Outlook Desktop:**

    1. Go to **File** → **Manage Rules & Alerts**
    2. Click **New Rule**

    **In Outlook Web:**

    1. Click the Settings gear icon
    2. Select **View all Outlook settings**
    3. Go to **Mail** → **Rules**
    4. Click **Add new rule**
  </Step>

  <Step title="Create a Forwarding Rule">
    1. Name your rule (e.g., "Forward Newsletters to Summate")
    2. Add conditions to identify newsletters:
       * **From**: Specific sender or domain
       * **Subject contains**: Newsletter keywords
       * **Body contains**: "unsubscribe" (use cautiously)

    See [Filter Tips](/guides/auto-forwarding/filter-tips) for smart filtering ideas.
  </Step>

  <Step title="Set the Forward Action">
    1. Add an action: **Forward to**
    2. Enter your Summate inbox: `username@inbox.summate.io`
    3. Optionally add more actions:
       * Mark as read
       * Move to folder
       * Apply category
  </Step>

  <Step title="Review and Enable">
    1. Review your rule settings
    2. Ensure "Turn on this rule" is checked
    3. Click **Save** or **OK**
    4. Test with a sample newsletter
  </Step>
</Steps>

<Info>
  For detailed instructions with screenshots, see Microsoft's guide: [Manage email messages by using rules](https://support.microsoft.com/en-us/office/manage-email-messages-by-using-rules-in-outlook-c24f5dea-9465-4df4-ad17-a50704d66c59)
</Info>

## Troubleshooting: External Forwarding Blocked

If you see this error when trying to forward emails:

<Warning>
  ```
  550 5.7.520 Access denied, Your organization does not allow external forwarding.
  Please contact your administrator for further assistance. AS(7550)
  ```

  This means your Microsoft 365 account has external forwarding disabled. You'll need administrator access to enable it.
</Warning>

### Enabling External Forwarding (Administrator Required)

<Steps>
  <Step title="Access Microsoft 365 Defender">
    Log in as an administrator and navigate to:

    * **Email & collaboration** → **Policies & rules** → **Threat policies** → **Anti-spam policies**

    Or go directly to: [https://security.microsoft.com/antispam](https://security.microsoft.com/antispam)

    <Frame>
      <img src="https://mintcdn.com/summate/8HKDTQsY3US3G0xC/images/auto-forwarding/auto_forwarding_outlook_1.png?fit=max&auto=format&n=8HKDTQsY3US3G0xC&q=85&s=5ed2d67851cebecc69ea411694293ec9" alt="Microsoft 365 Anti-spam settings page" width="854" height="380" data-path="images/auto-forwarding/auto_forwarding_outlook_1.png" />
    </Frame>

    <Tip>
      If you don't see these options, ensure you're logged in with administrator privileges.
    </Tip>
  </Step>

  <Step title="Edit Anti-spam Outbound Policy">
    Click on **Anti-spam outbound policy (Default)** and scroll down to click **Edit protection settings**.

    <Frame>
      <img src="https://mintcdn.com/summate/8HKDTQsY3US3G0xC/images/auto-forwarding/auto_forwarding_outlook_2.png?fit=max&auto=format&n=8HKDTQsY3US3G0xC&q=85&s=5beee93d73550db045cefacf88bbccc8" alt="Anti-spam outbound policy settings" width="480" height="635" data-path="images/auto-forwarding/auto_forwarding_outlook_2.png" />
    </Frame>
  </Step>

  <Step title="Enable Forwarding Rules">
    1. Find the **Forwarding Rules** section
    2. Locate the **Automatic Forwarding Rules** dropdown
    3. Select **On - Forwarding is enabled**
    4. Click **Save** at the bottom

    <Frame>
      <img src="https://mintcdn.com/summate/8HKDTQsY3US3G0xC/images/auto-forwarding/auto_forwarding_outlook_3.png?fit=max&auto=format&n=8HKDTQsY3US3G0xC&q=85&s=ff2dca7f4eb62c384e4ca7a5f5e7a895" alt="Enabling automatic forwarding rules" width="749" height="480" data-path="images/auto-forwarding/auto_forwarding_outlook_3.png" />
    </Frame>
  </Step>
</Steps>

## Next Steps

<CardGroup cols={2}>
  <Card title="Filter Tips" icon="filter" href="/guides/auto-forwarding/filter-tips">
    Learn smart filtering strategies to forward only newsletters
  </Card>

  <Card title="Back to Overview" icon="arrow-left" href="/guides/auto-forwarding/overview">
    Return to the main auto-forwarding guide
  </Card>
</CardGroup>
