Microsoft Outlook
Connect CurrentClient to Microsoft 365 by journaling text messages through Exchange Online, so your firm's messages stay retained and searchable
Updated September 6, 2026
Connect CurrentClient to Microsoft 365 to automatically forward every text message into your Exchange Online journaling mailbox for books and records compliance.
How does Outlook journaling work?#
Exchange Online journaling forwards a copy of every covered message to a journaling mailbox. CurrentClient sends your text messages to that journaling address so they're captured by Microsoft 365 alongside your email for SEC and FINRA recordkeeping.
What you'll need#
The journal destination email address from your Exchange Online journaling rule. If you haven't created a journaling rule yet, your Microsoft 365 admin can set one up in the Exchange admin center under Compliance Management.
Seeing an email for every archived message? That's how archiving works. Add a filter so the copies skip your inbox: inbox filters for archive email.
Connect Microsoft Outlook#
Open the Microsoft Outlook setup screen and paste in your journal address.
For background on why archiving is required, see the archiving overview and the setup archiving guide.