Set Up Outlook Email Forwarding to Unify for OTP Detection
Required Setup - Requires Administrative Access
Allow External Forwarding in Outlook
This will allow automatic external forwarding only for this mailbox (safer than enabling globally).
Go to security.microsoft.com → Email & collaboration → Policies & rules → Threat policies → Anti-spam
Create a new policy → Outbound
Name: Allow External Forwarding – OTP Mailbox
Recipients / Sender filters: From {the email you are trying to forward otp codes to Unify}
Automatic forwarding: Turn On – Forwarding is enabled
Save
1. Open Outlook forwarding settings 0:00
In Outlook, click the gear icon in the top-right corner.
This opens the settings area where forwarding can be configured.
There are two ways to set up forwarding, but the recommended method is the simplest one.
2. Enable full inbox forwarding to Unify (recommended) 0:09
Choose the option to enable forwarding.
Paste the destination Unify email address into the forwarding field.
Select Keep a copy of forwarded messages.
Click Save.
This forwards all incoming emails from the Outlook inbox into Unify.
3. Understand how Unify handles forwarded emails 0:30
Emails sent to Unify are not accessible by any human.
They are only processed to check whether they contain an OTP code.
If no OTP is found, the email is deleted.
If an OTP is found, Unify extracts the code and then deletes the email.
Emails are not stored long-term or even meaningfully short-term.
4. Finish the Unify setup flow 0:55
After saving forwarding in Outlook, return to Unify.
Click Next.
For Outlook, the confirmation-email step is not necessary.
Click Skip, then click Done.
5. Optional: create a rule to forward only OTP-related emails 1:23
If you do not want to forward every email, you can create a rule instead.
In Outlook, go to Rules and choose Add new rule.
Name it something like OTP forwarding.
Set the rule to match keywords such as:
code
verification
security
authentication
access code
passcode
Set the action to Forward to the same email address provided by Unify.
Enable Stop processing more rules.
Click Save.
6. Use the rule-based method only if needed 2:22
This rule-based approach is only necessary if you don’t want bulk forwarding.
The recommended setup remains forwarding all emails to Unify, since it is simpler and has fewer issues.