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
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”.