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Overview:
Rules can automatically sort mail, set up Out Of Office replies, and much more. For example you can use Rules to automatically move messages received from a colleague to corresponding folder.
- Click the “Home” tab.
- In the “Move” group, click “Rules”
- Click “Manage Rules & Alerts,” the e-mail rules box will appear.
- Click “New Rule,” the “Rules Wizard” box will appear.
- Highlight an option of how you want Outlook to handle an email process, and then click “Next”.
- In the rules wizard box, under “Step 1: Select Condition(s)” choose which conditions you would like to apply and click their corresponding checkboxes.
- Under “Step 2: Edit the rule description,” click an underlined value. Follow the on-screen instructions for whatever condition you clicked (this step varies for each condition).
- When you have finished editing the rule description, click “Next”.
- In the next screen, choose which actions you would like Outlook to perform when it meets the criteria of the conditions that you chose in steps 5-6 (such as which folder you would like to move the email to). BE SURE TO HAVE DESIRED ‘SPECIFIED FOLDER’ CREATED IN ADVANCE!
- Edit the rule description as explained in step 6, then click “Next”.
- Refer to steps 5-9 for the exceptions screen, as the process is very similar, then click “Next”.
- Type an original and identifiable name for your rule in the “Specify a name for this rule” box.
- Check the boxes in the “Step 2: Setup rule options” as needed, the click “Finish”.