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Outlook 2002 Tutorial

How to attach files?

  1. Create an email as usual
  2. Select Insert menu and select File. It will open file directory.
  3. Browse the directory where your file is resided.  Highlight the file name and click Insert button.

      You will see the file name on the Attachment column.

Or

Click on the Insert icon Attachment Clip) from the menu bar and

browse the directory, select file you want to attach then click Insert button.

  1. Click Send button to send email
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How to open attached files?

  1. When you received a message, check the attachments column. 
  2. If there is a file attached bring your cursor in the middle of the file name and right click.
  3. You will see the option box with the choice of Print, Save As etc…  
  4. If you want to save, click Save As and browse to the right directory and save. 

How to recall emails?

Sometimes you sent email by an error. You want to get it back before the recipients read. In this case, use the recall option.

  1. Open the message that you want to recall.
  2. Select Actions menu / Recall this message
  3. Click on the “Tell me if recall succeeds or fails for each recipient?”

This way the system will send you email about the status. 

How to add high Importance mark with your email?

  1. Write an email as usual
  2. Click on the red exclamation mark Exclamation Mark before click Send button.  You will see the remark of high importance on the yellow message box.
  3. The recipient will see the red exclamation mark Exclamation Mark on the subject line 

How to set up your own signature?

When you setup the signature, it will add to the bottom of email automatically.
         

  1. Open a new mail screen
  2. Click on the Options tab Options button down arrow key.
  3. Select “E-mail Signature”- create one at a time and click New to add another one
    1. Type the Title - Work, Family, Friend etc..   (In my case, all my work related I use work signature. I also setup work signature as a default)
    2. Press tab key to move down to the Create your email signature column
    3. Create anyway you want.  Use fonts, color to make it personable (Usually name, title, phone number, etc for the Work type. If you are creating family type use nick name or something else and don’t need title etc..)
    4. Setup the default type and leave “None” for the replies and forwards.
    5. Click OK to save signatures

           If you want to change the signature, follow the steps below: new mail screen and create an email
  • Click on the Options tab
  • Select E-mail Signature
  • Select the type of signature by clicking the line and click OK to accept.
  • Click Send button
How to setup your own stationary?

  • Open a new mail screen
  • Click on the Options tab Options button down arrow key.
  • Select “Stationary”
    1. Select Theme to show color on your stationary
    2. Select fonts
    3. Click on the Pick a new color when Replying or Forwarding
    4. Click OK to save

    How to tell your recipients to call you back or respond until X dates?

    1. Open a new mail screen
    2. Type your email
    3. Before send to your recipient, Click on the red flag Flag for response button from the action bar and the  flag for Follow up screen popup
      • Select the option for the Flag to :
      • Select the option for Due by
      • Click OK then you will see the yellow message box shows up on the top of To: box.
      • After you reply or call for the sender, you can clear flag from the flag for Follow up screen popup.  Then you will see the flag with gray color.

    How to add email address to the contact list?

    1. Select Contacts icon from the Outlook shortcuts area
    2. Select New from the menu and start typing the information. Use tab to move field to field.
    3. You can select the category from the Categories box by clicking the Categories button.
    4. If it is private, click on the Private box on the bottom of the screen.
    5. Click Save and Close Save and Close button) or Save and New button Save and Add button ) to continue add more.
    6. When you received email and would like to save sender’s email, right click on the email from the From area and select Add to Contacts option. This will open contact screen. You can add phone number or etc.. Then click on the Save and Close button.

     How to setup groups?

    1. Select View menu and activate the Outlook Bar by selecting the menu by clicking.
    2. Select Contacts icon from the Outlook shortcuts area
    3. Select New down arrow key from the menu and select Distribution List.  This will open the distribution list add box. Use tab to move field to field.
    4. Type the name of the group on the Names field. (i.e. EHRS for everyone in our department)
    5. Click on the Add New button and add name and email and click OK
    6. If you want to add the person in your contact list click on the Add to Contact box. This will add to your distribution list and the contact list.
    7. Keep adding same step as above until you have everyone in the group
    8. Click Save and Close button to save
    9. If there are any changes in the group you can always update by clicking Update Now button and modify information and save.
    10. When you send email to the group you just created:
      1. Click on the To: button Send To button )and select the group name from contact list by highlighting and click OK.

          (You will only see the group name from TO: field)

    How to send a web page to someone via email?

    1. Open the web page that you would like to send to someone.
    2. Select File from menu then select Send/Page by Email.  This will open email screen with the web page already attached.
    3. Type the email address to To: field and click Send button.

    How to delete messages?

    1. Open the item.
    2. Select one or more items in the main Microsoft Outlook window.

      • To select adjacent items, click the first item, and then hold down Shift and click the last item.
      • To select nonadjacent items, click the first item, and then hold down CTRL and click additional items.
      • To select all items, click the Edit menu, and then click Select All or press Ctrl + A.
         3. On the toolbar, click Delete.  The items are moved to the Deleted Items folder.
         4. If deleted items are not moving to the Delete Items folder, go to Edit from the menu and click Purge Deleted Message.
    • To permanently delete the items, empty the Deleted Items folder
      • Automatically empty the Deleted Items folder
        • Om the Tools menu, click Options, and then click the Other tab.
        • Select the Empty the Deleted Items folder upon exiting check box
      • Manually empty the Deleted Items folder
        • In the folder list, right click the Deleted Items folder
        • Click Empty Deleted Items Folder on the shortcut menu.

    AutoArchive settings for all Outlook folders

    AutoArchive is turned on by default. However, you can change its default settings.
    1. On the Tools menu, click Options, and then click on the Other tab.
    2. Click AutoArchive.
    3. With Run AutoArchive every n days selected, specify how often to run Auto Archive.
    4. Select the options that you choose.
    Note   If you change the archive file listed under Move old items to, it's changed for all folders that use the default AutoArchive settings.

    Specify AutoArchive settings for individual folders

    1. In the Folder List, right -click the folder you want to specify settings for, and then click Properties on the shortcut ment.
    2. Click on the AutoArchive tab.
    3. Specify whether you want to archive this folder and it so, whether to use the default AutuArchive settings or your own settings.

    Note  To archive to a file other than the default one, specify a different file name in the Move old items to box. The next time AutoArchive runs on this folder, Outlook will automatically create the new archive file for items in this folder. 

    Archive items manuall 

    1. On the File menu, click Archive.
    2. Click on date area to select proper date
    3. Click on the Browse button to select the proper file folder.  (It is a good idea to create the Archive folder in my Document area)
    4. Click Save
    5. You will also see the Archive folder on your email folders.
    Note   To archive to a file other than the default one, specify a different file name
     in the Archive file box. Outlook automatically creates another archive file for items in the selected folder.

    Automatically delete, move, or color-code all junk e-mail messages

    1. On the toolbar, click Organize.
    2. Click Junk E-mail.
    3. Select the options you want, and click Turn on for each set of options you choose.

    How to create a New folder 

    1. Select File /New/Folder to open the Create New folder dialog box
    2. Type a name for the new folder in the name field.
    3. Select the type of content you want the folder to contain from the Folder Contains list. Choose Mail and Post Items for an e-mail folder
    4. Navigate it to specify where you would like the new folder to appear.
    5. Click OK.

    Or

    You can right-click on any folder in the Folder list and choose New Folder from
     the menu that appears. Now you can drag (press the left mouse over the file name) inbox items to this folder.

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    Copyright  © 2001 by Jean J. Lee.  All rights reserved.
    Reproduction or redistribution prohibited.