How can I set up auto-forwarding for daily contract notes through Outlook in MProfit?

In this tutorial, we will explain how you can  set up auto-forwarding for daily contract notes through Outlook in MProfit.

This feature allows MProfit to automatically capture and store daily contract notes you receive from your email. Here's how:

Step 1: Login to your MProfit account and click the Import tab.

Step 2: Now, click on Tools.

Step 3: Then click on Authorised Email Senders.

Note: If the email ID that is set as the default for receiving the daily contract notes is not present, add it.

Step 4: Click on Add Email. 

Step 5: Enter the Confirmation Email.

Then click Save.

Step 6: Now, click Back to Import.

Step 7: Now, select the daily contract note template for your broker.

For example Zerodha - Daily Email CN.

Step 8: Then select Set up Auto-import.

Step 9: Select Outlook from the options. 

Step 10: Open your Outlook account and click on Settings. 

Step 11: Select Rules and click Add new rule.

Step 12: Name your rule as MProfit Auto Forwarding Zerodha. 

Step 13: To Add a condition, select Form from the drop-down list.

Then, enter the email ID used to receive the contract note from the broker.

Step 14: Click on Add another condition. 

Select Subject includes from the drop-down list and mention the subject present in the email containing the contract note.

Step 15: In the Add action section select Forward To. 

Step 16: Copy the forward to link in blue.

Step 17: Return to Outlook and paste the copied information beside Forward to. 

Step 18: Ensure to click the checkbox beside stop processing more rules.

And finally, click Save.

This is how you can seamlessly set up auto-forwarding for daily contract notes through Outlook in MProfit!