# Setting up Email Auto Forwarding (Gmail)

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Setting up Email Auto Forwarding (Gmail). Auto-forwarding sends your client's emails to Briefcase automatically. Briefcase picks out the individual.

Auto-forwarding sends your client's emails to Briefcase automatically. Briefcase picks out the individual transactions and puts them into your client's Briefcase inbox, handling duplicate checks and multi-page invoice splits along the way.

**There are two ways to set this up:**

-   **Forward everything** → you have direct access to the client's inbox and want all of its email forwarded to Briefcase.

-   **Forward specific senders** → you receive emails from several clients in one shared inbox and want each client's emails forwarded to their own Briefcase account.

Both start with the same first step: verifying the Briefcase forwarding address.

### Step 1: Add and verify the forwarding address

1.  In Gmail, click the **Settings** gear icon, then **See all settings**.

2.  Open the **Forwarding and POP/IMAP** tab.

3.  Click **Add a forwarding address**.

4.  Enter the client's Briefcase email address (found in the client's **Business Settings** in Briefcase), click **Next**, then **Proceed**.

5.  You will receive a confirmation email from **no-reply@notifications.briefcase.so**. Open it and click the confirmation link to approve the forwarding request.

If the confirmation email doesn't arrive within a few minutes, check your spam/junk folder.

### Option A: Forward everything

1.  Back in the **Forwarding and POP/IMAP** tab, select **Forward a copy of incoming mail to** and choose the Briefcase address you just verified.

2.  Select **keep Gmail's copy in the inbox**.

3.  Click **Save Changes**.

***All emails received in this inbox will now be forwarded to your client's Briefcase inbox.***

### Option B: Forward specific senders (multiple clients)

First, repeat **Step 1** for each client's Briefcase address. Leave the Forwarding section set to **Disable forwarding** — the filters below do the forwarding.

1.  Open the **Filters and Blocked Addresses** tab.

2.  Click **Create a new filter**.

3.  In the **From** field, enter the sender email addresses belonging to one client.

4.  Click **Search** and check that the matching emails are the right ones, then click **Create filter**.

5.  Select **Forward it to** and choose that client's Briefcase address.

6.  Click **Create filter**.

7.  Repeat for each client.

***Emails will now be forwarded to each client's Briefcase inbox based on your filters.***

### Good to know

-   A forwarding address must be verified (Step 1) before it can be used in a filter.

-   Send a test email after setup to confirm forwarding is working.

-   If you don't see the forwarding options, they may be restricted by your administrator — contact your IT support.

-   Using an email client other than Gmail or Outlook? Email us at [support@briefcase.so](mailto:support@briefcase.so) and we'll help you get set up.