1 NCMail: Microsoft Outlook User s Guide Revision /10/2007 This document covers how to use Microsoft Outlook 2003 for accessing your with the NCMail Exchange system. The syntax used in this document is as follows: Boldface = Names of input fields such as text and check box names. Boldface and Italics = Input expected from user. If you have any questions please direct them to your local Customer Service Center, Helpdesk or Local NCMail administrator If your questions cannot be answered by your local contact, your local contact can open a ticket with the ITS Customer Service Center by telephone at or or at Our staff will be happy to answer any of your questions. Credits: The original source for this document is from The NCMail team would like to thank them for their generosity and hard work.
2 NCMail: Outlook User s Guide 2 Introduction to Microsoft Outlook In this Microsoft Outlook tutorial, we ll discuss a number of the basic procedures used in creating, editing, sending and receiving Outlook 2003 mail messages. In addition, we ll also introduce other features essential to managing Outlook 2003 mail messages. Starting Outlook 2003 Double click on the Microsoft Outlook 2003 icon on the Windows desktop (see right), or click-on the Start button in the lower left corner of the screen, then click-on All Programs, and then click-on Microsoft Outlook. On some systems the Outlook icon can be found under the Microsoft Office menu. New Look The first thing you ll notice, if you have used Outlook mail previously (any version), is a whole new visual appearance. Gone is the Outlook Bar on the left with the various icons. You ll also notice that there are more items where the Outlook Bar used to be. You ll also notice the screen is more colorful. If you have never used Outlook before, this won t cause any problems as we proceed through this tutorial. Left Mouse Button In this tutorial, whenever we indicate that you need to click a mouse button, it will mean to click the left mouse button unless we indicate that you should click the right mouse button. So, always move the cursor over the place we indicate and click left unless we tell you otherwise. Inbox When Outlook 2003 appears, you will be in the Inbox where the mail you receive is located. Your Inbox screen should look something like the image at the top of the next page. 2
3 NCMail: Outlook User s Guide 3 The mail messages that you receive will be listed in the default chronological order. The first time you load Outlook 2003 you may see the Office Assistant (A Paper Clip, or the assistant you chose). You can click on the various choices to view the material, or if you do not want to view the material now, you can click the right mouse button on the Assistant and then click on Hide and the Assistant will go away. Ole bug-eyes can get a little annoying at times! Anytime you desire to use the Assistant for help, you can click-on Help in the Menu Bar and then click-on Show the Office Assistant and the assistant will reappear. 3
4 NCMail: Outlook User s Guide 4 Different Views in Outlook 2003 Navigation Pane When you first open Outlook 2003 your screen will normally look like the one at the top of Page 3. As indicated earlier, this is much different than previous versions of Outlook. We ll start with the left side of the screen and work to the right. On the left side of the screen you ll see an image similar to the one on the right. This is called the Navigation Pane. You ll notice in the top area that it indicates Mail. Below Mail there are two areas: Favorite Folders and All Mail Folders. We ll show you how to change things around in these areas in a little while. Below the Mail area you ll see a series of Buttons: Mail, Calendar, Contacts, Folder List and Shortcuts. Notice that the Mail button is orange. This means that this button has been selected (when you opened Outlook Mail). If you click the left mouse button on Calendar, the Calendar will appear on the right side of the screen and the Calendar button will turn orange. The same thing will happened when you click-on Contacts, Folder List and Shortcuts. Give this a try. When you are finished, click-on Mail once again. The next logical question is how to change this Navigation Pane so that it looks like you want it to. The secret is in the lower right corner of the Navigation Pane. You ll see two >> symbols. When you move your mouse over the symbols your screen will look like the image on the right. Your cursor will change to a little pointy hand and a Configure buttons choice will appear. Click on the >>. Click-on Navigation Pane Options and the below Navigation Pane Options menu screen will appear. 4
5 NCMail: Outlook User s Guide 5 There are a number of choices with this screen. First, notice that there are little green check marks in some of the boxes. These are the buttons that currently appear in the Navigation Pane. If you don t want a box to appear, click the check mark and it will disappear and the box won t show. If you want to change the order of the buttons, notice the Move Down and Move Up choices on the right side of this menu screen. If you click-on one of the buttons (like Mail above which is blue), and click the Move Down button, you will see Mail move down your button list. Now we ll choose the last option in the Configure Buttons list Add or Remove Buttons. Click-on the Add or Remove Buttons choice and you will see a pop-up menu appear to the right of the choice. Here again, you can click on a button (like Mail) and it will disappear, or appear when you click. This is called toggling. It s like a light switch On or Off. Each time you click, the button appears or disappears. You have a lot of choices on how to show/add, hide/remove buttons from your Navigation Pane. You choose the method you like best from the ones we have just shown you. Now we ll concentrate on viewing you messages. Different Views in Outlook 2003 Mail Views You will notice that you can see a small portion of your incoming in the middle portion of the screen and a greater portion in the right side area of the screen. This is the default view depending on how you set up your Outlook There are several different ways to set-up a view that you like best. The image you see at the top of Page 3 on this tutorial is the one that someone thought you d like best. It is a combination of two things - Preview Pane (the name for the middle portion of the screen), and Reading Pane (the name for the right side of your screen). NOTE: depending who set up your Outlook 2003 program, your screen may not look like this. This is not a problem, as we ll now show you how to set up the view that you like the best. The first page of this tutorial shows this Preview Pane and Right Side Reading Pane. Most users like this a lot this seems to be the 5
6 NCMail: Outlook User s Guide 6 most popular view that s why it s the default. However, many prefer to view each message, individually, without the Preview Pane, Reading Pane or anything else. We ll show you how to set several different views and you can choose the one you like best. New in Outlook 2003 is a combination of Auto Preview and Reading Pane. First, we ll work with the Reading Pane. To view the Reading Pane selections, click-on View in the Menu Bar and then click Reading Pane. You will see three suggestions to the right of Reading Pane Right, Bottom, and Off. Normally, Right is the default. The choice for your Outlook mail will be highlighted a bit you can see in our image (below) that Right has a little square around it. We ll start with Right. Click-on Right. Microsoft added this view to Outlook 2003 as another way to read your messages. You will see the text of a message displayed on the right side of your screen like the image at the top of the next page. Message on Left Text on Right Now we ll repeat what we did on the last page, but place the reading page on the Bottom. 6
7 NCMail: Outlook User s Guide 7 Message on Top Text on Bottom Now for the last choice. Repeat what you did on the last two pages, but choose Off. All of your messages on one screen NO Reading Pane 7
8 NCMail: Outlook User s Guide 8 You choose the Reading Pane that you like the best. We recommend turning the Reading Pane off. This gives you the opportunity to delete a message that you think may be suspicious without actually having to open it. Next, we ll work with the Auto Preview. To do this you ll need to click-on View in the Menu Bar. When the drop down menu appears you ll see a selection called Auto Preview. This is called a toggle button as it can either be on or off. Click-on the Auto Preview button. When you do, Auto Preview will appear or disappear from your screen. On the next page we ll show you examples of Auto Preview working with Reading Pane Right, Bottom and Off views. The image below has Auto Preview on the left and Reading Pane on the right. You can see a few lines of the message in Auto Preview, below the incoming message data. The below image has Auto Preview on the top and Reading Pane below the message. You can see a few lines of the message in Auto Preview, below the incoming message data. 8
9 NCMail: Outlook User s Guide 9 The below image has Auto Preview ONLY no Reading pane. You can see a few lines of the message in Auto Preview, below the incoming message data. As you can see, there are a great number of combinations for reviewing your messages using the Reading Pane and Auto Preview together. Experiment and choose the combination you like the best. Reviewing messages in the Inbox To view a message, simply double-click quickly on the message and the following screen will appear. You will now see a screen similar to the one below. This screen is designed to review and respond to mail messages received. 9
10 NCMail: Outlook User s Guide 10 Replying to a message Look at the button bar at the top of the screen (it will look like the image on the left). Notice that you can click-on Reply, which will automatically reply to the person who sent the message, or Reply to All (everyone included in the To: or Cc:). When you click-on Reply and Reply to All, you will notice that Outlook 2003 automatically completes the To: and/or Cc: in your outgoing message. You then click-in the white message area below the To, Cc, and subject, and supplement the original message with any additional comments you desire to make regarding the message to which you are replying. After you have made any comments, you can click-on the small Send box below File in the Menu bar and your Reply will be mailed. Forwarding a message If you desire to forward a message to someone or others, click-on the Forward button (next to the Reply and Reply to All buttons), then click-in the To: or Cc: areas. We will be covering Address Books later in this tutorial. At this point, type-in the address or addresses of those to whom you want to forward the mail message. If you have more than one address, separate them with a semi-colon (;). You can move down to the Address Book section if you desire (Page 13). 10
11 NCMail: Outlook User s Guide 11 Envelopes Now that you have the feel for looking at messages in your Inbox, replying to and forwarding them, please take a moment to look at the little envelopes next to each message. When a message first arrives in your Inbox, and has not been read, you ll notice that the envelope is closed. Once you have read the message, but not replied, the envelope will appear opened. When you reply to or forward a message in Outlook 2003, you will notice, when you view the message again in Inbox, or Sent Items, it will now have a small arrow attached to a small box by the message. These arrows indicate that the message has been forwarded or replied to. A purple arrow pointing to the left indicate you have replied to a message, a blue arrow pointing to the right indicates that you forwarded that message. The arrows will be the same as on the Reply, Reply to All, and Forward buttons. Deleting unwanted messages If you do not want to keep the message, you can click once on the message then click the X button, in the button bar, to send the message to the Delete folder. Note: This is NOT the x button in the upper right corner of the screen. If you do click-on the upper right corner X, it will simply close the message and return you to the Inbox, etc. We ll discuss this in more detail later in Folders. When you delete a message in the Inbox, it is sent to the Deleted Items folder to be really deleted or recovered later. Moving from message to message in the Inbox Notice the large blue Up and Down arrows in the button bar below the Menu bar. They are only visible when you are in a message. These allow you to move forward and backward (Previous Item and Next Item) between messages in the Inbox. Click-on these arrows to see how they work. 11
12 NCMail: Outlook User s Guide 12 Printing a message If you desire a printed copy of the message you can click-on the Printer in the button bar. Or, you can click-on File in the Menu Bar and then on Print. 12
13 NCMail: Outlook User s Guide 13 Creating and sending a new message If you are in the Inbox and wish to send a new message to a person or group of persons click-on the New Mail Message button in the button bar. If you are in some other part of Outlook 2003 and do not see the New Mail Message button, you can always (in the Inbox as well) click-on File in the Menu Bar, then click-on New, and then click-on Mail Message. In both cases, the below screen should appear. First, click-in the area to the right of To:. For now, type-in the address of the person, or persons, to whom you desire to send this message. Next, click-in the area to the right of Cc:. Again, type-in the name or names of others whom you would like to receive copies of this message. If you type-in more than one address, separate the addresses with a semi-colon (;). If you desire to use the Address Book, move down to the Address Book section (Page 14). Now click-in the area to the right of Subject:, and type-in a subject for your message if you desire. You are not required to enter a Subject description if you do not want one but it really helps your recipients to track messages. Finally, click-in the white area below Subject: and type-in your message as you would any memo to someone. You may move around, edit and change your message just like you would do if you were in a word processor. Later in this tutorial, we will show you how you may use Microsoft Word as your editor, with all the Microsoft Word features, if you choose to do so. 13
14 NCMail: Outlook User s Guide 14 When you have completed your message, click-on the Send button in the upper left hand corner of the screen. Quick note on folders When a message is sent, a copy of your is automatically placed in your Sent Items folder. So, you can access your sent message (by clicking-on the Sent Items folder then opening your message), edit it, and forward it, etc. Address Books When you have clicked-on Reply, Reply to All, or Forward as discussed previously or created a new message, you will see a screen similar to the one below: If you are Replying or Replying to All on an message in your Inbox, then the addresses from that will automatically appear in the To and Cc areas. If you don t want to send the to some of these addresses, you can simply click-on them and tap the Delete key on your keyboard. If you are Forwarding a message from the Inbox or Sending a new mail message, then you can either type-in the address in the To or Cc area, or use the Global Address List or Contacts Address Book. There are several Address Books in Outlook 2003 that you can utilize to send and respond to messages. In addition, there are a number of options for entering addresses into an Address Book. You will, in all probability, use two or more address books: Global Address List, Agency Address Book and Contacts Address Book. To access these address books/lists click-on the To: or Cc: buttons (see arrows on the picture above). The Global Address List menu box (at the top of the next page) will appear. 14
15 NCMail: Outlook User s Guide 15 Global Address List We ll look at several Address Lists and explain how each is utilized. First, we ll look at the Global Address List. The Global Address Book contains the names of ALL users in the NCMail system. When you have clicked-on either the To: or Cc: buttons the below screen will appear: When you are in the Reply, Reply to All, Forward or create a New message screen, and need to add additional addresses, you can still type-in the addresses or use a Global Address List like the one above. The Global Addresses List that you see above is created, and updated, when a person at the agency is setup to use the NCMail system by their local NCMail administrator. Thus, this address list is a current list of all NCMail mail users (and it may also include other users who are not on Outlook, ie., vendors, third-party contacts, etc. depending on your agency). To use this list, simply click-on the person whom you want to receive the (their name will turn blue see arrows above). Or, you can type their name in the area below Type name or Select from list, and you will notice that the list of names, below where you typed the name, moves to all of the persons with that name. The NCMail system is in last name order. Then, click-on the To, Cc or Bcc (Blind copy) buttons. This will add the address to those already in the (you will see it appear in the area to the right). You can do this for as many addresses as you desire. When you have finished, click-on OK, and you return to your message. The arrows in the above image point to each of these items. 15
16 NCMail: Outlook User s Guide 16 Contacts (in older versions of Outlook Personal Address Book) How can you create your own automatic address list for someone who is not on the NCMail mail system (especially non-agency addresses)? There is a feature called Contacts to take care of this. This feature was called Personal Address Book in the old NCMail system. A contact is just what it indicates. You create your own Contacts. First we ll show you how to get to Contacts and then how to add and delete addresses. When you click-on the To: or Cc: buttons the Global Address List appears. In the upper right corner of the Show Names from the: you will see an area that indicates that this is the Global Address List. To the right of the title is a small down arrow, click-on the down arrow and a menu screen similar to the one at the right appears. Now, click-on Contacts, and the screen below appears, which contains the addresses that YOU have already placed in your Personal Address Book if you had one. Notice, the Select Names menu screen (left image) now indicates Contacts in the upper right corner. Also, notice the addresses on the menu screen. These are addresses that you have added to your Contacts list. 16
17 NCMail: Outlook User s Guide 17 To add the addresses in Contacts, to an message, simply repeat the procedure outlined in the Global Address List. Click-on the name, to whom you desire send the (on the left side), then click-on the To or Cc buttons to add that name to these areas. Again, you can add as many names as you wish. When you have finished, click-on OK and you will be taken back to the that you want to send. You can then continue to creating a new or editing the contents of one that you are working with. Now we ll show you how to add Contacts. Adding a Contact There are many ways to add names to Contacts. We ll show you several of the more popular procedures. You will also discover other methods, as you become more familiar with Outlook Adding names as you type the addresses in the To or Cc areas of the message If a person s address is not currently in your Global Address List or Contacts, you can add it while you are in the process of sending them a message. In the area to the right of To or Cc, type-in the address for the person or persons you wish to receive your e- mail. If you type-in several addresses, separate them with a semi-colon ( ; ). Click away (somewhere else on the screen) from the address you typed. You will notice that, in a few moments, the addresses will become underlined. To add an address to your Contacts, simply rightclick on a name, that you typed, and a menu box will appear (image at left). Click-on Add to Outlook Contacts and the Contacts entry menu screen will appear (image at top of next page). 17
18 NCMail: Outlook User s Guide 18 The Contact entry menu screen appears below. Normally, the first part of the address you entered before symbol will appear in the full name box. To change this to a logical full name click-on the Full Name button (as indicated by the arrow above). When the Check Full Name box appears (image on left) you can then fill in the entire name by filling in the appropriate areas (First:, Middle:, Last:, etc.) When you are finished, click-on OK. 18
19 NCMail: Outlook User s Guide 19 You can now fill in the applicable areas for the person s mailing address, if you desire. To do this click-on the Address down triangle (see arrow at right). Click-on Business, Home or Other. You will notice that your Address area changes to your selection (we chose Home ). After you make your selection (Business, Home, Other), type the address in the small box to the right of your selection. When you have completed everything, you can click-on the Save and Close button. You will not return to your message. To add additional names to your Contacts Address Book repeat the above process again. When you are in the Contact screen (at the top of the last page) notice that there are a lot of other tabs and areas which may also use to enter information about a person (General, Details, Activities, Certificates and All Fields). To observe that the contact you entered has been added to your Contacts, click-on either the To or Cc buttons in your message screen. When you have clicked-on one of the buttons, you will go to the Global Address List screen again. Click-on the down arrow in the upper right corner, and move down the menu and click-on Contacts. You will see the address you added. When you have a lot of addresses, you will have to use the up and down elevator bar to view your addresses. Outlook automatically alphabetizes the names as you enter them. Your Contacts screen should look something like this: 19
20 NCMail: Outlook User s Guide 20 Adding Names to your Contacts as you receive in your Inbox Big Note: Right-click on an address also works when you receive a message from someone! If you know that an address is not in your Contacts, right-click on the address and add it as you did above. This really saves a lot of time. You know it s a good address, because you received their message! To the left is an image of the address area of an in the Inbox. We simply right clicked-on the person and then moved down the popup menu to Add to Contacts just like we did when we typed-in and address in our New Mail To: area. Once you have clicked-on Add to Contacts you will go back to the same process that is outlined above on pages 18 and 19. Manually adding address to your Contacts Many times, friends will write you (the old fashioned way) or call you on the phone and furnish their address. So, there is still another way to add their address to your Contacts. In the button bar below the Menu bar you will notice a small book (like the one on the right). When you run your cursor over the book it will indicate: Address Book. You can click-on it and add names to your Contacts. So, click-on the book and the following screen will appear. Click-on the down arrow on the right of the Address Book screen (see arrow) and select Contacts from the drop down menu that appears. Next, click-on the small Calling Card button, in the button bar below the Menu bar (a small text help will appear indicating New Entry). 20
21 NCMail: Outlook User s Guide 21 A New Entry screen will appear. It should look similar to the one on the right. Make sure that New Contact is highlighted in blue in the Select the entry type: in the top portion of the screen. And, also make sure that Contacts is selected in the Put this entry area in the lower part of the menu screen. If Contacts is not the choice, click the down arrow on the right side of Put this entry and select Contacts from the choices that appear. When everything looks like the screen above, click-on OK. An Untitled Contact screen like the one below will appear. Notice that the Untitled - Contact screen is similar to the one you used to enter addresses as you typed them into messages, or used when you copied addresses from you Inbox again appears with a notable exception there is no name in Full Name or address in . So, fill in the name of the person in Full Name and enter their address in the area. You can enter other information as you did previously, as you desire. 21
22 NCMail: Outlook User s Guide 22 When you have entered the information, your screen should look similar to the one below. When you have the information you desire, entered in the appropriate areas, click Save and Close to add this person to your Contacts list. Note on viewing addresses Once you begin using Outlook 2003 Mail you can check on a person s information by rightclicking the mouse on their name in the To or Cc areas. In the pop-up menu that appears, click-on Properties. If they are in your Global Address Book you will see how the system administrator entered the information. If they are in your contacts list, you will see the Contacts screen similar to the one above. This is very handy if you desire quick information about a person in your system. Personal Distribution Lists Now that you have an idea of how to add individual names to Contacts, and are familiar with the Global Address List, you may want to create a group of addresses to which you frequently send . In Outlook 2003 this is called a Personal Distribution List. To create a Distribution List, you will follow several steps, similar to those above. To create a Personal Distribution List you will need to be in the Inbox, Sent Items, or Deleted Items (you can be in other main screens when you are more familiar with Outlook 2003). You will need to be in a main screen where you can see the little Address Book button, click-on it. 22
23 NCMail: Outlook User s Guide 23 When the Address Book screen appears, click-on the New Entry Calling card button, just like you just did before. The New Entry screen appears, click-on New Distribution List in the area below Select the entry type. Make sure that Put this entry is set on Contacts. If it is not set on Contacts, click-on the small down arrow to the right of this area and select Contacts. Then, click-on OK. The following screen will now appear: 23
24 NCMail: Outlook User s Guide 24 In the area to the right of Name:, type-in a name for your Distribution List (e.g. Lunch Bunch). Next, click-on the Select Members button. This will display the Select Members screen. You ll notice that this screen looks almost exactly like the Select Names screen you used to address your messages. You ll notice that the Select Members screen only has a Members - > button. So, you can, at this moment, only add persons you desire to be in your Distribution List to the group. Later we ll show you how to remove and add members as you update your list. 24
25 NCMail: Outlook User s Guide 25 By using either the Global Address List, or your Contacts you can create your Distribution list. Click-on the small down arrow in the upper right corner of the Select Members screen and select the group you want. In the example on the right we chose our Contacts group, and selected the person you see highlighted at the bottom of the Menu screen. We then clicked-on the Members-> button this person was added to our Distribution list on the right. You may switch between the various lists as often as you like, and add as many names as you like. Note: You do not need to have someone in either the Global Address List, Contacts or another list to have them in your Distribution List. If they are in neither, simply type a semi-colon (;) at the end of the last address on the right side, and then type-in the person s address. They will be included in your list. When you have added all the names you desire, click-on OK. Note for Outlook 98/2000 users who upgraded to Outlook 2003 When you upgraded, you should have saved a file called a PAB (Personal Address Book) and incorporated it in your Outlook 2003 setup. This file contained all of the names that you placed in your Personal Address Book in Outlook 98/2000. So, for you old hands, you may use not only all of the files in your Global Address Book and Contacts, you may also use your Personal Address book that you used previously. If you did not save the PAB file and replace the PAB file that was loaded with Outlook 2003, the Personal Address Book names will not be available. Your desktop support may have also indicated that they removed the Personal Address Book option and included these addresses in your Contacts. If you have a question here, ask your desktop support staff for assistance. 25
26 NCMail: Outlook User s Guide 26 You should now return to the Distribution List screen. Your screen should look similar to the one below. You ll see the name of your Distribution List in the Name: area and the names of the Members in the area below. Notice that the Remove button is now active. To remove members from the list simply click once on the member and then click-on the Remove button. You ll notice that they are removed from your list. To add new members, simply repeat the steps on pages 22 to 25. Click-on the Select Members button and add them as you did before. When you have made all the changes you desire, click-on the Save and Close button in the screen above. The next time you visit Contacts, your screen will look something like the one on the right. The name will be in bold, and there will be a teeny icon of a woman and a man on the left. Any time you desire to make changes to this Distribution List, just double-click on a list and you ll be taken to that Distribution List screen that you used to create the list. NOTE: This distribution list is yours only. Other users will not be able to send to the distribution list name. They will be able to Reply-to-All. To setup a distribution list that all members can access contact your NCMail administrator. 26
27 NCMail: Outlook User s Guide 27 Sending Messages using your Distribution List To send a message to everyone on your Distribution Lists, use the same steps that you used for sending a message to a single person. Either type in the name of the Distribution List in the To: or Cc: areas of your message (e.g. Lunch Bunch), or use the Select Names box, like you did previouly, but select your Distribution List like you would select a name. Folders NOTE: For Outlook 98, 2000 and XP/2002 users, you probably noticed that the Outlook Bar, on the left of the screen, had been replaced by a whole new folder and icon area (Navigation Pane). No longer are there Outlook Shortcuts, My Shortcuts and Other Shortcuts areas. The prior Outlook Today icon has been replaced by a mailbox with your name on it. We ll review the new Navigation Pane, that we introduced at the beginning of the tutorial, that replaces the Outlook Bar. When you first opened Outlook 2003, the area to the left of the screen looked something like the image to the left. The icons you see take you to different features of Outlook (Calendar, etc.) or contain . The icons we are concerned with in this tutorial are the ones that pertain to and hold messages (e.g. Inbox, Sent Items, Deleted Items). Some agencies setup limits for the amount of storage your account can consume. When you get near this limit, you will receive a cautionary message, indicating that you need to delete messages that are no longer needed. Frequently, you have certain messages that are related to a topic or group, and you would like to retain them for some period of time, and not have them count against your size limit. The next area of this tutorial will address this situation You can create special folders called Personal Folders for various groups of (some of these on the right are Microsoft, Dell, Verizon Server, etc). As you receive or send related to this group you can move the to that folder so that you can find the items easily, without having to search all of your mail. You can still delete these items when they no longer apply and delete the folder when you are finished with it. 27
28 NCMail: Outlook User s Guide 28 Creating Personal Folders NOTE: Personal folders are not stored on the NCMail system, therefore they will not get backed up. You will be responsible for backing up all your personal folders. To create a Personal Folder, do the following: Click-on File in the Menu Bar, then click-on New in the drop down menu, and then click-on Folder The following Create New Folder screen will appear: First, select a logical name for the folder. For this tutorial we ll use the title My Junk. Type the name you desire in the Name: area. Next, move down the Create New Folder screen with the elevator arrows (on the right of the menu screen) until you see: Personal Folders. Click-on Personal Folders. Now, click-on OK. This will place the created folder in your My Shortcuts area as well. Notice that a new Personal Folder (My Junk) has been added to your Personal folder area. 28
29 NCMail: Outlook User s Guide 29 Placing messages in your Personal Folders Moving a single message You will notice, in the Preview Pane All Mail Folders area, that when you click-on Inbox, Sent Items, or Deleted Items, the Personal Folders you created can still be seen in the Preview Pane on the left side of the screen. To move an from one folder (Inbox, etc.) to another folder (Personal Folder), you simply click-on the message, you want to move, hold down the left mouse button, and drag the message to the Personal Folder. In the image above we clicked-on the highlighted message, held down the left mouse button, and dragged the message from the Inbox to the Dell folder. You will notice, as you are dragging your message, a small box appears attached to the cursor arrow. The cursor changes to a circle with a line through it (when you are over an area where you can t drop your message), and then changes again to the box with the arrow when you have the cursor over a Personal Folder icon. When you have the box symbol over your Personal Folder, release the left mouse button. This will move the message from one folder to another. Try this with one of the messages in your Inbox. 29
30 NCMail: Outlook User s Guide 30 Moving Several Messages You can also move several messages with this drag technique. To highlight several messages you may need to learn a new skill. If you hold down one of the Ctrl keys (at the bottom of the keyboard one either side of the Space Bar) and then click-on several messages, you ll notice that as you click each message it is highlighted (like image on left). When you are ready to move the group of messages you highlighted, simply click-on any of the highlighted messages, and immediately hold down the left mouse button, and then drag all the messages to the folder where you want the messages. If you click-on one of the messages and don t drag the cursor immediately, this will turn-off the multiple message selections and you ll have to start again. It s kind of tricky the first time that you try this. If you ever desire to turn-off the multiple highlights, you simply click-on any message and that will remove the highlights and select the message on which you clicked. You can still delete the messages when you no longer desire to retain them. Moving, Deleting, and Recovering Mail Messages You should now have a feel for Outlook Having just completed folders, you can see that we can move a message from any folder to any folder simply by clicking-on it and dragging the message to another folder. You could also click-on a message and, either using Edit (in the Menu Bar), then Copy or Cut in the Menu bar, and then Paste, to move or copy a message in this manner. You can also use the Cut, Copy and Paste buttons in the button bar. To delete a message, you have already learned that you can click-on the message and then on the X in the button bar (not the X in the upper right hand corner). If you click-on the upper right hand corner X this will simply close the message and return you to the Inbox, etc. 30
31 NCMail: Outlook User s Guide 31 When you delete an message in your Inbox, Sent Items, or a Personal Folder, this places the message in the Deleted Items trash can. You can drag an item from Deleted Items to any folder to retrieve it, or use the methods above to recover a message to a folder. Really Deleting Messages To really delete an message in the Deleted Items trash can, you can click-on the message and click-on the X button, or tap the Delete key on your keyboard. Outlook 2003 will ask you if you really want to delete the message. When you say yes, it s gone. To delete several individual messages at once, click-on the first message, then hold down the Ctrl key, and while holding down Ctrl, click-on the other items. You will see that they turn blue, indicating that you are marking them (just like we covered before). Now click the X button or tap the Delete key. If you want to delete ALL of the items in the Delete Items trash can, click-on Edit in the Menu bar and then Select All. Then, click-on the X button or tap the Delete key. A message box will appear asking if you really want to delete all the items. If you do, clickon Yes. Adding, Sending, Receiving, Viewing, and Saving Attachments There are many times when you want to send a Word document, Excel spreadsheet, PowerPoint presentation, picture, or file of some type to someone, or be able to receive one. Outlook 2003 makes this relatively simple. The items indicated above are sent as attachments to your . When you are sending an message and want to include an attachment it s relatively easy. When you are in the Untitled-Message, the Forward or Reply screens, you will notice a paperclip in the button bar. Text Area - Cursor 31
32 NCMail: Outlook User s Guide 32 This paperclip is the button that allows you to insert an attachment in your message. Go to the place, in your message, where you want the attachment located (in the Text Area). Most often, people place attachments at the beginning or end of their messages. When you are at the point where you want the file (attachment) located, clickon the paperclip. The following Insert File menu screen will appear. When this Insert File screen appears, choose the location of your file (attachment) on your computer (A or C drives, etc., or on a network drive) by using the Look in: area (see the arrow above we have chosen My Documents on the C: disk drive). Then choose the file by clickingon it (we chose a PowerPoint file called How to make a great 2003 PBJ for our attachment). Click-on OK. Your message, with attachment, will look similar to the image on the right. When you or, another person, receives this attachment, all you have to do is double-click on the attachment and it will load into the proper program! Or, you can right click the mouse on the attachment, and a menu will appear that you can use. Once you have the document in its normal environment, you can save it, etc. 32
33 NCMail: Outlook User s Guide 33 Calendar There is a calendar you can use that is included with Outlook You can access the calendar by clickingon the calendar icon in Outlook Shortcuts area on the left of your Outlook screen.. A Calendar tutorial has been created for Outlook. You can receive a copy of this tutorial by viewing it from the NCMail website ( Out of Office Assistant If you are going to be away from your office computer for a period of time, and you want to leave a courtesy message for folks to let them know that you ll be away, you can use the Out of Office Assistant to do this. To activate the Out of Office Assistant click-on Tools in the Menu bar and then click-on Out of Office Assistant You will need to be in the Inbox, Sent Items, Deleted Items or one of your folder screens to do this. The Out of Office Assistant menu screen at the top of the next page will appear. 33
34 NCMail: Outlook User s Guide 34 Type the message that you want others to receive when they send an message to you. Then click-in the small circle to the left of I am currently out of the Office. This message will be sent to each person the first time that they send you an message telling them that you are away from the office. When you return (to your office), and load Outlook 2003, you will see a screen prompt reminding you that Out of Office Assistant is active. You can turn off the Assistant when you see this message. Auto-Signature There is an Outlook 2003 feature, which allows you to place a signature at the end of your messages. You will need to be in one of the Main areas of Outlook 2003 to create a signature (Inbox, Sent Items, Deleted Items, etc.). To activate this feature, click-on Tools in the Menu Bar. When the drop down menu appears, click-on Options. The Options menu screen at the top of the next page will appear. 34
35 NCMail: Outlook User s Guide 35 When the above screen appears click-on the Mail Format tab (see upper arrow above). In the lower portion of the Options menu screen you will see and area called Signatures. Click-on the Signatures button in this area (see lower arrow above). The following Create Signature menu screen will appear. Click-on the New button in this screen (see arrow to the right). The Create New Signature menu screen at the top of the next page will appear. 35
36 NCMail: Outlook User s Guide 36 When the Create New Signature screen appears, type a name for your signature in the area under - 1. Enter a name for your new signature: (see the top right arrow we used Greg Butler). We ll leave 2. Choose how to create your signature as the default choice Start with a blank signature (see middle left arrow). Now click-on the Next Button (see lower left arrow). When the Edit Signature menu screen appears, type your Signature in the space under Signature text like we have done on the right. Some agencies require specific verbiage in their signatures. Check with your local NCMail administrator. Notice that there are several buttons below the Signature text Font, Paragraph, etc. If you desire to change the font of your signature, highlight the text that you desire to change, and then click-on the Font button and select your font then click OK in the Font menu screen. You can have several different fonts in your signature if you desire as well as color. When you have the signature you desire, click the Finish button. 36
37 NCMail: Outlook User s Guide 37 This will take you back to the Create Signature menu screen. Click OK. The bottom portion of your Options menu screen should look similar to the image below. From now on, when you create a new message, reply to one, or forward one, you will see that you signature is automatically added at the end of the message. If you desire to edit your signature or create a new one follow the process above, choose the logical buttons to Edit, Remove, or create a New signature. When you are satisfied with your signature, click OK. Using Microsoft Word as your Editor You may use Microsoft Word, if you have it installed on your computer, as your editor. To activate Word, make sure that you are in the Inbox, Sent Items or Deleted Items screen. Click-on Tools in the Menu Bar, then click-on Options in the drop down menu that appears. 37
38 NCMail: Outlook User s Guide 38 When the Options menu screen appears, click-on the Mail Format tab If you want to use Word as your editor (with all of the full word processing features), in the Options menu screen that appears, click-in the boxes to the left of Use Microsoft Word 2003 to edit messages and Use Microsoft Word 2003 to read Rich Text messages (see arrow on left of the image). Then click-on the OK button. The next time you create a new , or reply or forward an you will see a little message appear that indicates that Word is being loaded as your editor. At the top of the screen you ll see additional, new toolbars for using Word. When you are typing your messages you will have all of the power that is inherent in Microsoft Word Accessing you at home through a web browser The NCMail system can be accessed by using the new Outlook Web Access (OWA) feature via your web browser. Point your browser to Most browsers are supported but you will make the most of your online experience with Internet Explorer 6.0 and higher. A tutorial on OWA is available from the NCMail website. 38
39 NCMail: Outlook User s Guide 39 Other interesting features in Outlook 2003 Multi-colored Flag selection In Outlook 2003 you can mark each message, individually, as you desire, with a different colored importance flag. You can then view your flags by color groups. In the preview screen, simply click the RIGHT mouse button on the small blank flag on the right of the message. A flag list will appear as a drop-down menu. Click-on the flag color you desire. Multi-colored flag grouping and Message Order You can group/arrange your messages by Date, From, To, Subject, Flag and many other choices. In one of you folders (Inbox, Sent Item, a folder you have created) look just below the folder title (Inbox, etc.), and you will see an area that defaults to Arrange By: Date. Place your cursor over Arrange By: Date and click the RIGHT mouse button. A drop-down Arrange menu (like the one on the right) will appear. You can click-on any choice. If you click-on Flag, your messages will be placed in Flag order (from the colors in the above Flag menu). Anytime you desire to change how your messages are arranged, simply RIGHT click on the Arranged By: area and choose another order (Date, Flag, etc.). 39
40 NCMail: Outlook User s Guide If you have any questions please direct them to your local Customer Service Center, Helpdesk or Local NCMail administrator If your questions cannot be answered by your local contact, your local contact can open a ticket with the ITS Customer Service Center by telephone at or or at Our staff will be happy to answer any of your questions. Credits: The original source for this document is from The NCMail team would like to thank them for their generosity and hard work. 40
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