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

Modified on Tue, 14 May 2024 at 09:29 AM


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.


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Step 2: Now, click on Tools.

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Step 3: 
Then click on Authorised Email Senders.

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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


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Step 5: Enter the Confirmation Email.


Then click Save.


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Step 6: 
Now, click Back to Import.

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

For example Zerodha - Daily Email CN.

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Step 8: Then select Set up Auto-import.


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Step 9: Select Outlook from the options. 


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Step 10: Open your Outlook account and click on Settings


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Step 11: Select Rules and click Add new rule.


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Step 12: Name your rule as MProfit Auto Forwarding Zerodha


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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.

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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.


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Step 15: In the Add action section select Forward To


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Step 16: Copy the forward to link in blue.


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


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


And finally, click Save.


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

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