This document outlines 13 steps to set up mail forwarding in Gmail to automatically upload emails to IFAnow. The steps include logging into Gmail, enabling forwarding and POP/IMAP settings, adding the forwarding address autoupload@futurewise.co.in, verifying the address, and creating filters to forward only emails with specific keywords like "WBR2" from senders like donotreply@camsonline.com to the same forwarding address. Setting up similar filters for other mailback files from CAMS and Karvy is also recommended. Once complete, users should provide the filtering information to IFAnow for integration.

1. www.ifanow.com
Setting up Mail Forward (Filter) in
Gmail for Auto-Upload on IFAnow

2. Step 2:
Click on Forwarding
and POP/IMAP
Step 1
Login to your Gmail Account
and go to Settings
Step 3:
Click on Add a
forwarding address

3. Step 4:
In the email input box, enter
autoupload@futurewise.co.in
Step 5:
Click Next

4. Step 6:
Click on Proceed

5. Step 7:
Click OK. Next, You need to
verify this auto forward.
IFAnow will get a confirmation
code as soon as you click OK.
Step 8:
IMPORTANT: Immediately give us a call
on 022-2895-4777 so that we can
confirm the code

6. Step 9:
Click on
creating a filter
We have now setup Auto forward Email. Next, let us create a
filter so that only all relevant mailback files will be filtered
and auto forwarded.
VERY IMPORTANT
Ensure, you have clicked on the
option - Disable Forwarding
DO NOT SELECT the option - Forward a copy
of incoming mail to

7. Step 10:
Enter donotreply@camsonline.com
This is the email ID from where you will
receive daily mailback files from CAMS.
You will have to do this exercise again for
Karvy where the Email will be different.
In later slide we have provided details of
the same
Step 11:
Enter WBR2 in the field “Has the words”. This
is an example to setup auto forward for
WBR2 mailback files.
You will have to do this exercise again for
other CAMS and Karvy mailback files where
the keywords will be different. In later slide
we have provided details of the same

8. Step 12:
Click on Forward it to and enter
autoupload@futurewise.co.in
Step 13:
Click on Create Filter

9. If you see this message, then the
filter is created successfully!

10. You can view your
filters by clicking on
Filters and Blocked
Addresses
The filter you just added will
show up here. Congrats!

11. IMPORTANT
File Name From Has the
words
WBR2 donotreply@camsonline.com WBR2
WBR9 donotreply@camsonline.com WBR9
WBR49 donotreply@camsonline.com WBR49
 You should similarly setup Auto Forward of other mailback files from CAMS, Karvy using the
following keywords in the FILTER
© Futurewise Technologies Pvt. Ltd.
CAMS
File Name From Has the
words
MFSD307 distributorcare@karvy.com MFSD307
MFSD311 distributorcare@karvy.com MFSD311
MFSD313 distributorcare@karvy.com MFSD313
Karvy

12. Lastly…
 Once you have done all of the above, you need to
give the information to us so that we can integrate
with IFAnow.
 Just fill out this form http://bit.ly/ifanowautouploadmf
and you are good to go!
© Futurewise Technologies Pvt. Ltd.

13. © Futurewise Technologies Pvt. Ltd.
Thank You
IFAnow.com
support@futurewise.co.in
022 2895 4777