CDFA Outlook 2003 Course

Office Information Technology Services

Lesson 1 - Outlook 2003 Interface

Menu SystemToolbars and ButtonsFoldersNavigation PanePreview Pane

Outlook 2003 InterfaceMenu System Toolbars and Buttons

Navigation Pane

Folders

Preview Pane

Mail

Creating and Sending a new mail message Replying to and forwarding Messages Finding E-Mail Messages Emptying deleted items Adjusting Spelling and Auto Correct Options Creating and Adding Signatures to Your E-Mail Out of Office Assistant Archiving E-Mail Contacts Distribution Lists Outlook Web Access (OWA)

Creating and Sending a New Mail Message

Creating and Sending a New Mail Message

Replying to and Forwarding Messages

Finding Email Messages

Finding Email Messages

Emptying Deleted Items

Adjusting Spelling and Autocorrect Options

Creating and Adding Signatures to Your Email

Creating and Adding Signatures to Your Email

Out of Office Assistant

Setting up the initial Out of Office message Adding additional rules (optional)

Setting up Out of Office

Contacts

Adding contacts in Outlook Send mail to a contact

ContactsClick the new button

A new blank Contact Form appears.

•Type Full Name and press the Tab Key

•Type Title and press the Tab Key

•Type Company and press the Tab Key

•Type Phone number and press the Tab Key

•Type in the address and press the Tab Key

•Type email address and press the Tab Key

•Click the Save and Close button

Creating a Message to a Contact

Right click on the Contact

Select “New Message to Contact”

Email will appear

Schedule Appointment or meeting with Contact

Right Click on Contact

Select New Appointment or New Meeting Request with Contact

Meeting or Appointment Screen appears

Viewing Contacts

Select View•Address cards•Detailed Address Cards•Phone List•By Category•By Company•By Location•By Follow-up Flag

To Delete

– Right click on Contact

name and select Delete

or delete the Contact

Distribution Lists

Click New (arrow) and select Distribution List and click ok

Type in Name of Distribution ListClick Select Members button

Names can be selected from: •Global Address Book•All Address Lists•All Contacts•All Groups•All Users•Public Folders

Select Global Address Book and add names

Click OK to close the Address BookSelect Save and Close

The Distribution List is added as a ContactCan Add or remove names later

Right Click and select New Message to Contact

New email appears

Type message and send

To Delete Distribution List Click on the list and Delete or right click on the list and select Delete.

Outlook Web Access (OWA)

Logging into OWA Using OWA for email, calendar, and

contacts Logging out of OWA

Logging into OWA

Using OWA for email, calendar, and contacts

Logging out of OWA

Calendar

Adding Appointments to your Calendar Scheduling a Meeting Request with

Outlook (including resources) Reoccurring appointment or meeting Viewing another user’s Calendar

Adding appointments to your calendar

Scheduling a meeting request with Outlook (including resources)

Scheduling a meeting request with Outlook (including resources)

Reoccurring Appointment and Meetings

Viewing Another User’s Calendar – Part 1

Viewing Another User’s Calendar – Part 2

Viewing Another User’s Calendar – Part 3

Viewing Another User’s Calendar – Part 4

Viewing another user’s calendar – Part 5

Sharing Your Information (Proxy Settings)

Delegation Folder Permissions Opening Another User’s Mailbox

Delegation – Part 1

Delegation – Part 2

Folder Permissions

Opening Another User’s Mailbox – Part 1

Opening Another User’s Mailbox – Part 2

Opening Another User’s Mailbox – Part 3

Opening Another User’s Mailbox – Part 4

How AutoComplete of Recipients Works in Outlook 2003 AutoComplete is the feature where once an email has been sent to a

recipient, the email address will be remembered. From that point on you can simply type the persons name in the address field and Outlook will provide you with a list of possible addresses. This feature will be temporarily disabled during the migration project and will be re-enabled after the migration to minimize issues with the AutoComplete list being incorrect after users are moved from GroupWise to Exchange.

AutoComplete

MS Outlook has the AutoComplete feature, however it is turned off until all of CDFA has been migrated. After all of CDFA has been migrated, instructions on how to turn on AutoComplete will be sent to all staff.

Tutorials

Microsoft Help Microsoft Tutorials CDFA Webinars

Creating Rules

1. Select “Tools” from the Menu Bar.

2. From the “Tools Menu”, select “Rules and Alerts”.

Creating Rules Cont.

Click on Select “New Rule”.

Creating Rules Cont.

1. Make sure that “Start creating a rule from a template” is selected.

2. Select “Move messages from someone to a folder”.

3. Click “Next”.

Creating Rules Cont.

1. In Step uncheck “from people or distribution list” check box, and check the “with specific words in the subject” check box.

2. In Step 2,click the underlined words “specific words”.

Creating Rules Cont.

1. Type the word “Test” (or words that you want to search).

2. Click “Add”.

3. Click “OK”.

Creating Rules Cont.

In Step 2, click on the underlined word “specified”.

Creating Rules Cont.

Click “New”.

Creating Rules Cont.

1. In the Box under Name, type a name for your new folder.

2. Select where you want to place your new folder.

3. Click “OK”.

Creating Rules Cont.

Click “Next”.

Creating Rules Cont.

Click “Next”.

Creating Rules Cont.

Click “Next”.

Creating Rules Cont.

Click “Finish”.

Creating Rules Cont.

Click “Apply”.

Creating Rules Cont.

Click “OK”.