Outlook Guides
Outlook IT Help guides
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Clear Form Cache In Outlook
Are you not able to see amended forms in Outlook ? You may need to Clear Form Cache In Outlook When to Clear the Form Cache - You notice that forms are not loading correctly. - You receive errors when trying to open a custom form. - Changes made to custom forms are not reflected when accessed. In the Outlook main window, click the File menu. From the File menu, click the Options button. On the following screen, find the option that says Advanced in the left sidebar and click on it. Scroll down in the right-hand side pane until you see the Developers section. Find the Custom Forms button in this section and click on it to open it. A new window will open with a couple of buttons on it. Click on the Manage Forms button to continue. You’ll find various buttons on the screen that follows. Click on the one that says Clear Cache to delete your Outlook form cache files. There won’t be a prompt or anything like that. You can then click close the open screens as your task is done. Close and reopen your Outlook. Forms should load with amendments now Additional Tips - Regularly clearing the form cache can help maintain Outlook performance. - If issues persist after clearing the cache, consider checking for updates
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How to Set Up an Out of Office Message in Outlook
Setting Up Out of Office in Outlook Setting an Out of Office message in Outlook is a simple process. This feature allows you to automatically reply to emails while you are away, letting others know you are not available. Here’s how to do it: For Outlook Desktop App 1. Open Outlook: Launch the Outlook application on your computer. 2. Go to File: Click on the "File" tab in the upper left corner of the window. 3. Select Automatic Replies: Click on "Automatic Replies (Out of Office)." 4. Turn on Automatic Replies: In the dialog box that appears, select "Send automatic replies." 5. Set a Time Range (Optional): You can specify a start and end time for the replies. If you want it to be permanent until you turn it off, leave the time range unchecked. 6. Write Your Message: - In the "Inside My Organization" tab, write the message that people within your organization will receive. - In the "Outside My Organization" tab, you can write a different message for people outside your organization. 7. Click OK: Once you’ve entered your messages, click "OK" to activate your Out of Office replies. For Outlook Web App 1. Log In to Outlook Web: Access your Outlook account through your web browser. www.outlook.com 2. Go to Settings: Click on the gear icon in the upper right corner. 3. Select Mail: In the settings menu, click on the "Mail" section. 4. Automatic Replies: Click on "Automatic replies." 5. Turn on Automatic Replies: Toggle the option to "Turn on automatic replies." 6. Set a Time Range (Optional): You can specify the start and end times for your automatic replies. 7. Compose Your Message: Enter your Out of Office message for both internal and external contacts. 8. Save Changes: Click "Save" to activate your Out of Office settings. Tips for Writing Your Out of Office Message - Be Clear and Concise: State clearly that you are out of the office and when you will return. - Provide Alternatives: If possible, include contact information for someone else who can help in your absence. - Keep It Professional: Maintain a professional tone, even if you’re on vacation. Now you're all set! Your Out of Office message is ready to inform others of your absence.
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How to a create a Rule in Outlook
Understanding Outlook Rules Outlook rules help automate the management of your emails. By creating custom rules, you can streamline your inbox, prioritise important messages, and filter out unwanted emails. Steps to Create Custom Rules 1. Open Outlook: Launch the Outlook application on your device. 2. Navigate to Rules: - Click on the "File" tab. - Select "Manage Rules & Alerts." 3. Create a New Rule: - Click on "New Rule." - Choose a template or start from a blank rule. 4. Select Conditions: - Specify the conditions for the rule (e.g., from a specific sender, containing certain words). - Click "Next" after selecting your conditions. 5. Define Actions: - Choose what actions you want to take when the conditions are met (e.g., move to a folder, mark as read). - Click "Next" to continue. 6. Set Exceptions (Optional): - If necessary, set any exceptions to the rule. - Click "Next." 7. Name Your Rule: - Provide a name for your rule for easy identification. - You can also choose to run this rule on existing messages in your inbox. 8. Finish and Save: - Click "Finish" and then "OK" to save your new rule. Create a rule from an Email in your inbox Steps to Create a Rule 1. Open Outlook: Launch the Outlook application on your computer. 2. Select the Email: Navigate to your inbox and click on the email that you want to create a rule for. 3. Access the Rules Menu: - Right click on the email and select "Rules" - Click on "Create Rule..." 4. Customize the Rule: - A dialog box will appear with preset conditions based on the selected email. - You can choose to apply actions such as moving the email to a specific folder, marking it as read, or categorizing it. 5. Set Additional Options (if needed): - Click on Advanced Options to customise further. Here, you can specify additional criteria and actions. 6. Finish the Rule: - Once you have configured the settings, click Finish. - You can also give your rule a name for easier identification. 7. Apply the Rule: - Ensure that the rule is checked in the Rules and Alerts dialog box and click OK to save it. Tips for Effective Rules - Be Specific: The more specific your conditions, the more effective your rule will be. - Test Your Rules: After creating a rule, test it to ensure it works as expected. - Review Regularly: Periodically review your rules to keep them relevant and effective. - Use Folders: Organising emails into folders can enhance the effectiveness of your rules. By following these steps and tips, you can create custom rules in Outlook to better manage your emails and improve your productivity.
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Tips on Organising your Outlook Inbox - Clean up
Organise Your Inbox - Create Folders: Set up folders for different categories such as Work, Personal, Projects, etc. - Use Categories: Color-code emails based on their priority or type for quick identification. Unsubscribe from Unwanted Emails - Identify Junk Subscriptions: Look for newsletters or promotional emails you no longer read. - Unsubscribe: Use the unsubscribe link usually found at the bottom of the email. Use Search Features - Search Bar: Utilise the search bar to find specific emails quickly. - Filters: Apply filters to view only unread, flagged, or emails from specific senders. Utilise the Archive Feature - Archive Older Emails: Move emails you don’t need immediately to the Archive folder to reduce clutter. - Keep Important Emails: Ensure you only archive emails you are sure you won't need soon. Set Rules for Incoming Emails - Create Rules: Automate email organisation by setting rules to move emails into designated folders upon arrival. - Manage Spam: Set rules to automatically filter out known spam or unwanted emails. Delete Irrelevant Emails - Batch Delete: Select multiple emails at once to delete, focusing on older or irrelevant messages. - Regular Clean-Up: Set a schedule (weekly or monthly) to review and delete unnecessary emails. Flag Important Emails - Use Flags: Mark important emails with flags for easy tracking and follow-up. - To-Do List: Consider using flagged emails as a to-do list. Schedule Time for Inbox Management - Dedicated Time: Allocate specific times during the week to manage your inbox. - Prioritise: Focus on high-priority emails first to ensure important tasks are addressed. By following these steps, you can achieve a cleaner and more organised Outlook inbox. Cleaning up your inbox:
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Add a Shared Mailbox in Outlook
Steps to Add a Shared Mailbox in Outlook Adding a shared mailbox in Outlook can help you manage emails collaboratively. Follow these steps to set it up: 1. Open Outlook Launch the Outlook application on your computer. 2. Right click on your email address - Right click on your email address - Select "Data file properties" 3. Select Advanced - Select the Advanced button bottom right 4. Advanced Tab - Navigate to the "Advanced" tab - Click on "Add" under the "Open these additional mailboxes" section. 5. Enter Mailbox Name - In the dialog box that appears, type the name or email address of the shared mailbox you want to add. - Click "OK" to confirm. 6. Complete the Setup - Click "Apply" and then "OK" to close 7. Accessing the Shared Mailbox - The shared mailbox will now appear in your Outlook folder pane, allowing you to access it directly. Tips - Ensure you have the necessary permissions to access the shared mailbox. If not you can request shared mailbox access by completing the below form: https://guhg.freshservice.com/support/catalog/items/28 - If you encounter issues, contact your IT department for assistance. By following these steps, you'll be able to manage emails in a shared mailbox efficiently.
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How to View Peoples Calendars in Outlook
Viewing Shared Calendars in Outlook If you want to view shared calendars in Outlook, follow these steps: For Outlook Desktop Application 1. Open Outlook: Launch the Outlook application on your computer. 2. Go to Calendar: Click on the calendar icon in the bottom left corner to switch to the calendar view. 3. Add Calendar: - Click on the "Home" tab in the ribbon. - Look for the "Add Calendar". - Click on "From Address Book" 4. Select the Calendar: - In the dialog box that appears, search for the person or resource whose calendar you want to view. - Select their name and click "OK". 5. View the Calendar: The selected calendar will now appear under Shared Calendar. You can toggle the view to see both calendars together or separately. Tips for Managing Shared Calendars - Color Coding: You can assign different colors to each calendar for easier identification. - Remove Calendar: If you no longer need to view a shared calendar, you can right-click on it and select "Remove" to take it off your list. By following these steps, you can easily view and manage shared calendars in Outlook. '##
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How to Change Font in Outlook
Changing Font in Outlook Changing the font in Microsoft Outlook can enhance the readability of your emails and make them more visually appealing. Here’s how you can do it: For New Emails 1. Open Outlook: Launch your Microsoft Outlook application. 2. Compose a New Email: Click on the "New Email" button to open a new message window. 3. Select the Format Text Tab: In the new message window, click on the "Format Text" tab in the ribbon. 4. Choose Your Font: - Click on the "Font" dropdown menu. - Select your desired font type, style, size, and color. For Replies and Forwards 1. Open Outlook: Launch your Outlook application. 2. Go to File: Click on the "File" tab in the top left corner. 3. Options: Select "Options" from the menu. 4. Mail: In the Outlook Options window, click on "Mail." 5. Stationery and Fonts: Click on the "Stationery and Fonts" button. 6. Select Fonts: - Here, you can choose fonts for New Mail Messages, Replying or Forwarding Messages, and Composing in Plain Text. - Adjust your font settings as desired and click "OK." For Calendar or Other Items - The steps to change fonts in Calendar or other items will be similar, focusing on the specific item type and accessing the relevant formats through settings or options menus. Tips - Always preview your font choices to ensure they maintain readability and professionalism. - Consider the recipient's email client; some fonts may not be supported universally. By following these steps, you can easily customise the font settings in Outlook to fit your personal or professional style!
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Send Email From Another Email Address
Send Email From Another Email Address Either you are trying to send a New E-Mail or Reply / Forward an email Click the drop down on From by your email address and click on Other Email Address from the popped out Send From Other Email Address window, you can either click From... to take you into the global address list to find mailbox you are looking for or you can type in the email address you wish to send from and click OK you can repeat this steps for as many email addresses you have access to send from. You should now be able to select which email you want to send from in the From drop-down
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How to recall an email in Outlook
How to recall an email in Outlook What is Email Recall? Email recall is a feature in Microsoft Outlook that allows a sender to retract an email that has been sent. This can be useful if you realise you made a mistake or sent the email to the wrong person. Conditions for Email Recall - The recipient must not have opened the email yet. - The email must be in the recipient's inbox. Steps to Recall an Email in Outlook 1. Open Outlook: Launch the Microsoft Outlook application on your computer. 2. Go to Sent Items: Navigate to the "Sent Items" folder in the left pane. 3. Find the Email: Locate the email you want to recall. 4. Open the Email: Double-click on the email to open it. 5. Select Recall This Message: - Click on the "File" tab in the upper left corner. - Choose "Info" from the list. - Click on "Message Resend and Recall" and select "Recall This Message". 6. Choose an Option: You will see two options: - Delete unread copies of this message: This will attempt to remove the email from the recipient's inbox. - Delete unread copies and replace with a new message: This allows you to send a revised version of the email. 7. Confirm Recall: Click "OK" to confirm your choice. 8. Follow Up: You may want to follow up with the recipient to ensure they received your updated message or to explain the recall. Important Notes - Recalls are not guaranteed to work, especially if the recipient has already opened the original email. - You will receive notifications about the success or failure of the recall attempt. - It’s often better to send a follow-up email rather than relying on the recall feature. Conclusion Recalling an email in Outlook can be a helpful tool when mistakes occur. However, understanding its limitations is crucial for effective communication.
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How to add archive mailboxes in Outlook
In your Outlook Click on File > Options > Open & Export > Open Outlook Data File Archive files are saved in your H drive > Outlook Files Change the “Look in” in Field to the appropriate Outlook folder and click open Select archive.pst and press OK You should be able to see your Archive folder in Outlook Folder Pane