Outlook 2016 Rules and Quick Steps

Table of Contents

ABOUT OFFICEPRO – WE CHANGE LIVES! ...............................................................I

WHAT TO EXPECT FROM OFFICEPRO?...................................................................II

TABLE OF CONTENTS ...........................................................................................III

LESSON 1 -

WORKING WITH RULES ..................................................................1 Using Rules ...............................................................................................................2 Creating a Rule Based on a Message........................................................................3 Deleting a Rule..........................................................................................................5 Creating a Rule using the Rules Wizard....................................................................8 Changing the Value of a Rule .................................................................................14 Editing a Rule..........................................................................................................16 Creating a Rule Based on a Template.....................................................................19 Managing Alerts .....................................................................................................24 Using the Out of Office Assistant ...........................................................................25 Exercise...................................................................................................................30 USING QUICK STEPS .....................................................................33 Using Quick Steps ...................................................................................................34 Use the Manage Quick Steps dialog box ................................................................35 Modify an Existing Quick Step ................................................................................36 Create a Custom Quick Step ...................................................................................38 Delete a Quick Step ................................................................................................40 Exercise...................................................................................................................42 WORKING WITH FILES AND APPLICATIONS ...................................43 Importing Data into an Outlook Folder ..................................................................44 Exporting Outlook Data ..........................................................................................48 Forwarding a vCard ................................................................................................53 Sending Outlook Items ...........................................................................................56 Using Mail Merge with Word .................................................................................57 Exercise...................................................................................................................65

LESSON 2 -

LESSON 3 -

OFFICEPRO, Inc.

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