CDFA Outlook 2003 Course Office Information Technology Services

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CDFA Outlook 2003 CourseOffice Information
Technology Services
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Lesson 1 - Outlook 2003 Interface

• Menu System
• Toolbars and Buttons
• Folders
• Navigation Pane
• Preview Pane

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Outlook 2003 Interface
Menu System
Toolbars and Buttons
Navigation Pane
Preview Pane
Folders
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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)

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Creating and Sending a New Mail Message
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Creating and Sending a New Mail Message
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Replying to and Forwarding Messages
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Finding Email Messages
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Finding Email Messages
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Emptying Deleted Items
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Adjusting Spelling and Autocorrect Options
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Creating and Adding Signatures to Your Email
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Creating and Adding Signatures to Your Email
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Out of Office Assistant

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

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Setting up Out of Office
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Contacts

• Adding contacts in Outlook
• Send mail to a contact

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Contacts
Click the new button
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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

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Creating a Message to a Contact
Right click on the Contact Select New Message
to Contact Email will appear
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Schedule Appointment or meeting with Contact
Right Click on Contact Select New Appointment or
New Meeting Request with Contact Meeting or
Appointment Screen appears
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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
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Distribution Lists

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

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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

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Select Global Address Book and add names
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Click OK to close the Address BookSelect Save
and Close
The Distribution List is added as a Contact Can
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.
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Outlook Web Access (OWA)

• Logging into OWA
• Using OWA for email, calendar, and contacts
• Logging out of OWA

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Logging into OWA
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Using OWA for email, calendar, and contacts
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Logging out of OWA
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Calendar

• Adding Appointments to your Calendar
• Scheduling a Meeting Request with Outlook
  (including resources)
• Reoccurring appointment or meeting
• Viewing another users Calendar

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Adding appointments to your calendar
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Scheduling a meeting request with Outlook
(including resources)
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Scheduling a meeting request with Outlook
(including resources)
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Reoccurring Appointment and Meetings
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Viewing Another Users Calendar Part 1
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Viewing Another Users Calendar Part 2
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Viewing Another Users Calendar Part 3
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Viewing Another Users Calendar Part 4
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Viewing another users calendar Part 5
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Sharing Your Information (Proxy Settings)

• Delegation
• Folder Permissions
• Opening Another Users Mailbox

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Delegation Part 1
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Delegation Part 2
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Folder Permissions
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Opening Another Users Mailbox Part 1
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Opening Another Users Mailbox Part 2
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Opening Another Users Mailbox Part 3
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Opening Another Users Mailbox Part 4
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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.

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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.

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Tutorials

• Microsoft Help
• Microsoft Tutorials
• CDFA Webinars

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Creating Rules

1. Select Tools from the Menu Bar.
2. From the Tools Menu, select Rules and Alerts.

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Creating Rules Cont.
Click on Select New Rule.
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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.

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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.

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Creating Rules Cont.

1. Type the word Test (or words that you want to
   search).
2. Click Add.
3. Click OK.

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Creating Rules Cont.
In Step 2, click on the underlined word
specified.
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Creating Rules Cont.
Click New.
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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.
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Creating Rules Cont.
Click Next.
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Creating Rules Cont.
Click Next.
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Creating Rules Cont.
Click Next.
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Creating Rules Cont.
Click Finish.
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Creating Rules Cont.
Click Apply.
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Creating Rules Cont.
Click OK.