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Microsoft® Outlook® Version 2002 Step by Step
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Author
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Kristen Crupi
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Pages
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368
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Disk
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1 Companion CD(s)
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Level
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Beg/Int
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Published
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07/25/2001
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ISBN
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9780735612983
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Price
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$29.99
To see this book's discounted price, select a reseller below.
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Index
A
accepting
meeting requests, 117
task requests, 174
Access, importing from, 212
active tasks, viewing, 167
activities
for contacts, displaying, 148, 206
recording (see Journal)
adding
attachments to e-mail, 18
attendees to meetings, 111
birthdays to contacts, 138
buttons to toolbars, 296
categories, 41, 91, 143, 189, 204
comments to appointments, 90
comments to tasks, 165
contacts to Journal entries, 204
contacts to Personal Distribution Lists, 79
entries to address books, 14
entries to distribution list, 16
folder delegates, 242
holidays to calendar, 89
instant messaging information to contacts, 266
members to group schedules, 128
modems, 273
Personal Address Books, 77
Personal Distribution Lists, 78
resources to meeting requests, 115
shortcuts to Outlook bar, 290
signatures to e-mail, 20
spouse's name to contacts, 138
users to folders, 240
Address Book, 133
Contacts list (see Contacts list)
Global, 13, 133
address books, 12, 13, 133
adding entries to, 14
deleting entries from, 139
updating, 138
address cards, 135, 140
address list in Exchange Server, 13
address separators, specifying, 283
addresses
for contacts, 136
e-mail, checking, 81
e-mail, storing, 13
advanced e-mail options, 282
appointments, 83
comments, adding to, 90
copying, 93
creating, 85, 86
creating, from tasks, 176
deleting, 93
dismissing reminders, 110
editing, 90
labeling, 98
private, 83
recurrence, setting, 86
reminders, setting, 85
saving, 86
scheduling, 83
archiving e-mail, 45
assigning
categories to contacts, 143
categories to e-mail messages, 41
categories to Journal entries, 204
categories to notes, 189
categories to tasks, 168
contacts to notes, 192
tasks, 178
attachments, 4
adding to e-mail, 18
forwarding, 7
opening, 6
types of, 19
attendees, meeting, 111-12, 121, 124
audio conferences with NetMeeting. See NetMeeting
AutoArchive, 45, 49
automatically
archiving e-mail, 45
declining conflicting meeting requests, 120
inserting signatures, 23
recording Journal entries, 195-96
responding to meeting requests, 120
AutoPreview, 4, 5
in Calendar, turning on, 97
AutoSaving e-mail messages, 283
B
Bcc box, 12
birthdays, adding to contacts, 138
buttons, adding to toolbars, 292
C
cable, connecting to ISP with, 2
Calendar
applying formatting rules, 98
AutoPreview, turning on, 96
Date Navigator, 84
Date Navigator, resizing, 94
displaying, 84
exporting, as an Excel file, 219
exporting, setting date range when, 220
free/busy information, publishing, 246
holidays, adding, 89
importing into, 216
labels, 93
month, displaying, 95
print styles, 104
printing, 104
printing, Landscape orientation, 106
printing weekends, 105
reminders, turning off, 88
saving as Web page, 244
sharing, 244
time zones, changing, 101
viewing, 94
viewing, by category, 97
viewing meetings in, 117
viewing another user's, 130
views, changing, 95
work week, changing, 99
work week, default, 84
work week, displaying, 95
cancelling meetings, 123-24
categories
assigning to contacts, 143
assigning to e-mail messages, 41
assigning to Journal entries, 204
assigning to notes, 189
assigning to tasks, 168
creating, 41, 91, 143, 189, 204
expanding, 190
finding e-mail with, 41
viewing Calendar by, 97
viewing contacts by, 145
viewing Journal entries by, 206
viewing notes by, 190
viewing tasks by, 170
certificates, digital ID, 278
changing
font color/size, 55
time zones, 102
workweek in calendar, 100
chat. See instant messages
checking spelling, 11
closing
Folder List, 84
notes, 189
color for completed tasks, setting, 165
color-coding e-mail, 39
column heading, sorting by, 29
commands, adding to toolbars, 292
comments
adding to appointments, 90
adding to contacts, 138
adding to tasks, 165
company, viewing contacts by, 142
completed tasks, setting color for, 165
completing
follow-up flags, 149
tasks, 166, 174
conferences with NetMeeting. See NetMeeting
configuring
e-mail accounts, 246
menu animation, 291
news servers, 260
Outlook Today to appear at startup, 287
send/receive settings, 252
connecting to ISP
with cable, 2
with DSL line, 2
with local area network (LAN), 2
with modem, 2
connections, dial-up, setting up, 271
contacts, 133
activities, displaying, 148, 206
activities, viewing, 197
adding instant messaging information to, 266
adding to Journal entries, 204
adding to Personal Distribution Lists, 79
address cards, 135
address cards, viewing detailed, 140
addresses for, 136
assigning to notes, 192
birthdays, adding, 138
categories, assigning, 143
comments, adding, 138
creating, 135
creating e-mail messages to, 17, 140
creating, from same company, 137
creating, in phone list, 142
deleting, 139, 155
e-mail addresses, 136
exporting, to vCard files, 218
follow-up flags, 148-49
forwarding, 151
forwarding, as vCards, 153
forwarding, multiple, 155
importing, creating duplicates when, 215
and Journal, 146-47
mail merging, 232
opening, 137
phone list, displaying, 141
printing, 156-58
recording Journal entries for, 196
restoring, from Deleted Items folder, 140
saving, 136
sending form letters to, 231
sorting, 142
spouse's name, adding, 138
tracking, 146
viewing items associated with, 197
viewing, by category, 145
viewing, by company, 142
views, 138
Contacts list, 133
copying. See also importing
appointments, 93
courtesy copies, blind, 12
creating
appointments, 85, 86
appointments, from tasks, 176
categories, 41, 91, 143, 189, 204
contacts, 135
contacts, from same company, 137
contacts, in phone list, 142
e-mail, 10
e-mail messages to contacts, 140
events, 88
folders, 36, 238
form fields, 225
forms, 223
group schedules, 128
Journal entries, 198
meeting requests, 110, 124
notes, 185
offline folders, 247, 249-50
Outlook profile, 3
tasks, 161
tasks from e-mail messages, 166
tasks in TaskPad, 172
customizing
e-mail views, 29
form letters, 234
menus, 292
stationery, 58
toolbars, 291
D
databases, importing, 212
date
moving to specific, in Date Navigator, 87
sorting e-mail by, 29
Date Navigator, 84
moving to specific date in, 87
resizing, 94
date range, setting when exporting Calendar, 220
dBASE, importing from, 212
declining
meeting requests, 117, 120
task requests, 174
default e-mail editor, disabling Word as, 223
defining views, 65
delegates, 242
level of access, 238
deleted items, viewing, 39
Deleted Items folder, 39
restoring items from, 140
deleting
appointments, 93
contacts, 139, 155
events, 93
folders, 38, 243
forms, 231
notes, 187
rules, 41, 100
tasks, incomplete, 178
design environment, 224
designing forms, 223
desktop, displaying, 221
detailed task list, viewing, 167
dial-up connection, setting up, 271
digital ID certificates, 278
digital signatures, 277
directory server for NetMeeting, 125
dismissing
appointment reminders, 110
task reminders, 172
displaying
Calendar, 84
contact activities, 148, 206
desktop, 221
Folder List, 39, 139
Journal, 146
month, 95
Outlook Today, 286
Personal Address Book, 134
phone list, 141
Style box, 59
toolbars, 290
work week, 95
distribution lists, 14
adding entries to, 16
downloading
e-mail, 4
MSN Messenger, 266
newsgroups, 260
drafts, saving, 12
DSL line, connecting to ISP with, 2
due date for tasks, setting, 161, 162
duplicates, creating, when importing contacts, 215
E
editing appointments, 90
editor permissions, 241
e-mail
accounts, configuring, 246
accounts, modifying, 272
accounts, multiple, 25
accounts, viewing, 249
adding signatures to, 20
address separators, specifying, 283
addresses, checking, 81
addresses, for contacts, 136
addresses, storing, 13
Advanced options, specifying, 282
archiving, 45
assigning to categories, 41, 42
attachments (see attachments)
AutoSaving messages, 283
checking spelling of, 11
color-coding, 39
creating, 10
creating to contacts, 140
creating tasks from, 166
downloading, 4
editor, default, 11
embedding hyperlinks in, 20
encrypting, messages, 280
exporting, 221
filtering, 65, 67, 72-73
finding, 41
formatting, 53
forwarded, saving, 283
forwarding, 7, 10
marking for download, 276
marking as read/unread, 31
moving into folders, 37
moving to Personal Folders file, 74
moving with rules, 37
options, advanced, 282
organizing in folders, 35
printing, 26
read/unread, distinguishing, 31
reading, 4
recalling with Exchange Server, 64
receiving, 23
recording as Journal entries, 195
replying to, 7, 9
saving, 45, 284
secure, 277
security settings, modifying, 279
sending, 23
sending with Exchange Server, 12
sending to meeting attendees, 124
sensitivity, setting, 33, 61
setting importance of, 61, 283
setting themes, 58
sorting, 29, 173
stationery, 57-58
views, customizing, 29
embedding hyperlinks in e-mail, 20
encrypting, 278
e-mail messages, 280
events, 83
creating, 88
deleting, 93
private, 88
scheduling, 83
Excel
exporting Calendar as, 219
importing from, 212, 216
Exchange Server. See Microsoft Exchange Server
expanding categories, 190
exporting, 218
Calendar, as Excel file, 219
Calendar, setting date range when, 220
contacts to vCard files, 218
e-mail messages, 221
Inbox as Personal Folders file, 221
F
fields, form
allowing only numbers in, 225
creating, 225
formatting, 226
rearranging, 225
setting as read-only, 226
filtering e-mail, 65, 67, 72-73
finding e-mail messages, 41
Folder List
closing, 84
displaying, 39, 139
folders
adding users, 240
creating, 36, 238
delegates, 238, 242
deleting, 38, 243
moving e-mail into, 37
moving to Personal Folders file, 74
offline, 247, 249-50
offline, configuring send/receive settings, 253
opening other users', 241
organizing e-mail in, 35
organizing tasks in, 171
permissions, setting, 240
private, sharing, 237
properties, viewing, 240
public, 228
sharing, 237
synchronizing, 247, 251
follow-up flags
completing, 149
setting, for contacts, 148
font size, changing, 55
form fields, 225-26
form letters
customizing, 234
sending to contact entries, 231
formatting
e-mail, 53
form fields, 226
text, 55
rules, applying to Calendar, 98
signatures, 20
forms, 223
creating, 224
deleting, 230
design environment, opening, 223
designing, 223
fields, 225
message, opening, 224
modifying, 224
Organizational Forms Library, 229
Personal Forms Library, 229
publishing, 226
saving, 229-30
sharing, 228
using, 227
viewing as they will appear to users, 226
forwarded messages, saving, 283
forwarding
attachments, 7
contact information, 151
contacts as vCards, 153
contacts, multiple, 155
e-mail, 7, 10
notes, 191
FoxPro, importing from, 212
free time, finding, for meeting attendees, 112
free/busy information
publishing, 246
sending, 246
full menus, turning on by default, 292
G
Global Address List, 13, 133
group schedules
adding members to, 128
creating, 128
opening, 129
saving, 129
H
holidays, adding to Calendar, 89
HTML files, saving e-mail as, 45
HTML format, 53
hyperlinks, embedding in e-mail, 20
Hypertext Transfer Protocol (HTTP), 2
I
importance, of e-mail messages, setting, 61, 284
importing
into Calendar, 216
contacts, creating duplicates when, 215
databases, 212
from Access, 212
from dBASE, 212
from Excel, 216
from FoxPro, 212
personal folders files, 213, 248
vCard files, 213
Inbox
exporting, as Personal Folders file, 221
organizing, 32
rearranging columns in, 33
incomplete tasks, deleting, 178
inserting signatures automatically, 23
instant messages, 265
sending, 268
setting up, 266
Internet mail servers, 1
Internet Message Access Protocol (IMAP), 2
Internet service provider (ISP), 2
connecting to, 2
intranet, publishing schedules to, 131
J
Journal, 195
and contacts, 146
displaying, 146
entries (see Journal entries)
opening entries, 147
Journal entries
adding categories to, 204
contacts, adding, 204
creating, 198
linking to contacts, 147
modifying, 202
recording, 195
recording automatically, 195
recording e-mail messages as, 195
recording for contacts, 196
recording manually, 198
recording time spent on, 200
viewing by category, 206
junk e-mail, filtering, 73
L
labeling
appointments, 93, 98
Calendar, 94
Landscape orientation, printing Calendar in, 106
linking Journal entries to contacts, 147
list
detailed, viewing tasks in, 167
simple, viewing tasks in, 168
viewing notes as, 188
local area network (LAN), 2
logging activities. See Journal
M
mail merging contacts, 232
Mailbox Cleanup, 48
managing
notes, 187
tasks, 172
manually archiving e-mail, 45
manually recording Journal entries, 198
marking
e-mail messages, as read/unread, 31
e-mail messages, for download, 276
tasks, complete, 174
meeting requests, 109
accepting, 117
adding resources to, 115
conflicting, declining automatically, 120
creating, 110, 124
declining, 117, 120
with NetMeeting, 125
proposing new times for, 118
responding to, 116-17, 120
sending, 113
meetings
attendees, adding, 111
attendees, finding free time, 112
attendees, optional, 111
attendees, requiring, 111
attendees, revising list of, 121
attendees, viewing free/busy time, 112
cancelling, 123
meeting requests (see meeting requests)
opening, 114, 116
planning, 110
proposing new times for, 118
reminders for, setting, 113
rescheduling, 121
reserving resources for, 115
saving, 114
scheduling, 109
tracking responses, 122
updating, 115, 122
viewing, in Calendar, 117
menus
animation, configuring, 291
customizing, 292
full, turning on by default, 291
Message forms, opening, 224
messages. See e-mail
Microsoft Access, importing from, 212
Microsoft Excel
exporting Calendar as, 219
importing from, 212, 216
Microsoft Exchange Server, 1
address list in, 13
Out Of Office Assistant, 72
private store, 73
recalling e-mail with, 64
sending e-mail with, 12
Microsoft FoxPro, importing from, 212
Microsoft Office Internet Free/Busy Service, 130
Microsoft Word
as default e-mail editor, 11
disabling as default e-mail editor, 223
modems
adding, 273
connecting to ISP with, 2
modifying
e-mail accounts, 272
e-mail message security settings, 279
forms, 224
Journal entries, 202
Outlook shortcut, 286
mouse cursor, setting to change when new mail arrives, 283
moving
e-mail into folders, 37
e-mail to Personal Folders file, 74
e-mail with rules, 37
folders to Personal Folders file, 74
MSN Messenger, downloading, 266
multiple e-mail accounts, 25
N
NetMeeting, 124
directory server, 125
meeting requests with, 125
scheduling, 125
system requirements, 124
news servers, 257
configuring, 260
newsgroups, 257
downloading, 260
opening messages, 262
replying to messages, 262
subscribing to, 261
synchronizing, 264
newsreaders, 257
notes, 185
assigning categories to, 189
assigning contacts to, 192
closing, 189
creating, 185
deleting, 187
forwarding as e-mail messages, 191
managing, 187
opening, 186
organizing, 187
saving, 186
sorting, 188
viewing, as list, 188
viewing, by category, 190
O
obtaining digital ID certificates, 278
offline folders, 249-50
creating, 250
send/receive settings, configuring, 253
synchronizing, 247, 251
online chat, 265
opening
attachments, 6
contacts, 137
folders, other users', 241
Forms design environment, 223
group schedules, 129
Journal entries, 147
meetings, 114, 116
message form, 224
newsgroup messages, 262
notes, 186
tasks, 164
vCards, 154
optional meeting attendees, 111
Organizational Forms Library, 229
organizing
e-mail in folders, 35
Inbox, 32
notes, 187
tasks, 167, 171
out of office, showing time as, 88
Out of Office Assistant, 35, 72
filtering e-mail with, 72
Microsoft Exchange Server, 72
Outlook
profiles, creating, 3
shortcuts, modifying, 286
starting, 1, 3
Outlook Address Book. See Address Book
Outlook Bar, adding shortcuts to, 288
Outlook Rich Text Format, 54
Outlook Today
configuring to appear at startup, 287
displaying, 286
P
permissions
editor, 241
for folders, setting, 240
Personal Address Book, 74, 133
adding to Outlook, 77
displaying, 134
Personal Distribution Lists
adding, 78
adding contacts to, 79
Personal Folders files
exporting Inbox as, 221
importing, 213, 248
moving e-mail to, 74
moving folders to, 74
Personal Forms Library, 229
saving forms in, 230
phone list
creating contacts in, 142
displaying, 141
printing, 156
Plain Text, 54
planning meetings, 110
Post Office Protocol 3 (POP3), 2
preview pane, 4, 6
printing
Calendar, 104
Calendar in Landscape orientation, 106
Calendar, styles, 104
Calendar, weekends, 105
contacts, 156-58
e-mail, 26
phone list, 156
priority, setting, for tasks, 163
private
appointments, 83
events, 88
folders, sharing, 237
store, 73
properties, folder, viewing, 240
proposing new meeting times, 118
public folders, 228
publishing
Calendar free/busy information, 246
forms, 226
schedules, to intranet locations, 131
R
reading e-mail, 4
rearranging
columns in Inbox, 33
form fields, 225
recalling e-mail with Exchange Server, 64
receiving e-mail, 23
recording activities in Journal, 195-98, 200
recurrence, setting, 86, 163
recurring
appointments, 83, 86
events, 83
tasks, 161, 163
tasks, setting, 87, 163
tasks, turning off, 177
reminders
dismissing, 172
responding to, 172
setting, 85
setting, for meetings, 113
setting, for tasks, 165, 172
turning off, 88
repeating tasks. See tasks, recurring
replying
to e-mail, 7, 9
to newsgroup messages, 262
replying to e-mail, 7, 9
requests, meeting. See meeting requests
requiring meeting attendees, 111
rescheduling meetings, 121
reserving resources, for meetings, 115
resizing Date Navigator, 94
resources
adding to meeting requests, 115
reserving for meetings, 115
responding
to meeting requests, 116-17
to meeting requests, automatically, 120
to reminder messages, 172
restoring deleted items, 140
revising meeting attendees, 121
rules
applying formatting to Calendar, 99
deleting, 41, 100
filtering e-mail with, 68
moving e-mail with, 36
setting, 68
S
saving
appointments, 86
Calendar as Web page, 244
contacts, 136
drafts, 12
e-mail, 45
e-mail addresses, 15
e-mail, with AutoSave, 284
forms, 229-30
forwarded messages, 283
group schedules, 129
meetings, 114
notes, 186
tasks, 161-62
schedules
group (see group schedules)
publishing to intranet locations, 131
sharing, 244
viewing other user's, 130
scheduling
appointments, 83
events, 83
meetings, 109
NetMeeting, 125
resources for meetings, 115
secure e-mail, 277
security settings
for e-mail messages, modifying, 279
security zones, 278, 280
send/receive settings
configuring, 252
configuring for offline folders, 253
sending. See also exporting
cancellation notices, 124
contact information via e-mail, 155
e-mail, 12, 23
form letters, 231
free/busy information, 246
instant messages, 268
meeting requests, 113
status reports for tasks, 175
sensitivity of e-mail, setting, 33, 61
servers, news, 257
setting
due date, for tasks, 161
e-mail message importance, 61, 284
folder permissions, 240
follow-up flags, for contacts, 148
importance of e-mail, 61, 284
mouse cursor to change when new mail arrives, 284
priority for tasks, 163
read-only form fields, 226
recurrence, 86, 163
recurring tasks, 163
reminders for appointments/events, 85
reminders for meetings, 113
reminders for tasks, 165
rules, 67
security zones, 278, 280
sensitivity of e-mail, 33, 61
status, of tasks, 164
themes for e-mail, 58
setting up
dial-up connections, 271
instant messages, 266
sharing
Calendar, 244
folders, 237
forms, 228
schedules, 244
shortcuts, adding to Outlook Bar, 288
signatures
adding to e-mail, 20
digital, 277
formatting, 21
inserting automatically, 23
simple list, tasks, viewing, 168
sorting
by column heading, 29
contacts, 142
e-mail messages, 29, 173
notes, 188
tasks, 168
spelling corrections in e-mail, 11
starting Outlook, 1, 3
stationery
customizing, 58
sending e-mail with, 57
setting default, 58
status of tasks, setting, 164
status reports for tasks, sending, 175
sticky notes. See notes
storing, 45. See also saving
Style box, displaying, 59
subscribing to newsgroups, 261
synchronizing
newsgroups, 264
offline folders, 247, 251
T
task requests, accepting/declining, 174
TaskPad, creating tasks in, 172
tasks, 161
active, viewing, 167
assigning categories to, 168
assigning to others, 179, 181
comments, adding, 165
completed, setting color for, 165
completing, 166, 174
creating, 161
creating appointments from, 176
creating, from e-mail messages, 166
creating, in TaskPad, 172
deleting incomplete, 178
due dates, 161, 162
managing, 172
marking complete, 174
opening, 164
organizing, 167, 171
priority, setting, 163
recurring, 161
recurring, setting, 163
recurring, turning off, 177
reminder messages, 172
reminders, setting, 165
saving, 162
sorting, 168
status reports, sending, 175
status, setting, 164
storing, 161
tracking progress, 172
viewing by assignment, 180
viewing by category, 170
viewing in detailed list, 167
viewing in simple list, 168
templates, saving forms as, 229
text files, saving e-mail as, 46
text formatting, 55
themes, setting for e-mail, 58
time zones, 101
toolbars
adding buttons to, 296
customizing, 291
displaying, 290
tracking
contacts, 146
meeting responses, 122
task progress, 172
U
updating
entries to address book, 16
meetings, 115, 122
users, adding to folders, 240
using forms, 227
V
vCard files
exporting contacts to, 218
importing, 213
vCards
forwarding contacts as, 153
opening, 154
video conferences with NetMeeting. See NetMeeting
viewing
Calendar, 94
Calendar another user's, 130
Calendar by category, 98
contact activities, 197
contacts by category, 145
contacts by company, 142
deleted items, 39
detailed address cards, 140
e-mail accounts, 248
folder properties, 240
forms as they will appear to the user, 226
items associated with contacts, 198
Journal entries by category, 206
meetings in Calendar, 117
notes as list, 188
notes by category, 190
schedules, 129-30
tasks, active, 167
tasks by assignment, 180
tasks by category, 170
tasks in detailed list, 167
tasks in simple list, 168
views
calendar, 95
for contacts, 138
defining, 65
e-mail, customizing, 29
W
Web pages, saving Calendars as, 244
Word, disabling as default e-mail editor, 223
work week
changing, 99
default, 84
displaying, 95
working offline, 251
Z
zones, security, 278, 280
Last Updated: August 16, 2001
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