Notes Quick Reference - Outlook 2007

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A quick reference guide for Lotus Notes users who have migrated to Exchange\Outlook 2007

Text of Notes Quick Reference - Outlook 2007

Microsoft Office Outlook 2007Reference Guide for Lotus Notes Users

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ContentsWelcome to Office Outlook 2007 ................................. 4 Terminology Mapping.......................................... 5 Mail.......................................................... 6Viewing Messages .................................................... 7 Sorting Messages in the Inbox Folder..................................... 7 Viewing Messages in the Sent Items and Deleted Items Folders.............. 8 Working with Messages............................................... 9 Creating New Messages ................................................. 9 Adding Addresses...................................................... 9 Assigning Importance and Permissions.................................. 10 Formatting Text in Messages........................................... 11 Attaching Files........................................................ 12 Sending Messages.................................................... 12 Responding to Messages............................................. 13 Replying to Messages .................................................. 13 Opening Attachments................................................. 15 Organizing Messages................................................ 16 Creating Folders...................................................... 16 Categorizing Messages................................................ 17 Applying Flags........................................................ 18 Creating Mail Rules .................................................... 19 Performing Advanced Mail Functions.................................. 21 Adding the Bcc Button to Messages..................................... 21 Requesting Message Confirmation...................................... 21 Setting Out of Office Rule.............................................. 22 Creating Personal Signatures........................................... 23 Applying Stationery................................................... 25 Creating Tables....................................................... 27 Searching............................................................ 28 Using Advanced Search................................................ 28 Archiving............................................................ 29

Calendar..................................................... 31Viewing Appointments.............................................. 32 Working with Appointments .......................................... 33 Creating Appointments................................................ 33 Modifying Appointments.............................................. 34 Creating Recurring Appointments....................................... 34 Working with Meeting Requests...................................... 35 Creating Meeting Requests............................................. 35 Adding Attendees..................................................... 36 Adding Rooms ........................................................ 37 Modifying Meeting Requests........................................... 38 Sending Meeting Requests............................................. 40 Responding to Meeting Requests..................................... 41 Performing Advanced Calendar Functions.............................. 42 Making an Appointment or Meeting Request Private...................... 42 Activating Calendar Reminders......................................... 42 Turning Off the Propose New Time Feature for All Meeting Requests........ 43 Sharing Calendars..................................................... 44

Microsoft Office Outlook 2007: Reference Guide For Lotus Notes Users

Contacts..................................................... 46Viewing Contacts................................................... 47 Working with Contacts ............................................... 48 Creating Personal Contacts............................................. 48 Creating Distribution Lists.............................................. 49 Performing Advanced Contacts Functions.............................. 50 Sharing Contacts...................................................... 50 Finding Contacts in the Global Address List ............................... 51

Tasks........................................................ 53Viewing Tasks ....................................................... 54 Working with Tasks .................................................. 55 Creating Personal Tasks................................................ 55 Setting Task Reminders................................................ 56 Performing Advanced Task Functions.................................. 57 Sharing Tasks......................................................... 57 Assigning Tasks....................................................... 57

Personal Settings.............................................. 59Setting Junk E-Mail Options.......................................... 59 Organizing Mail by Using the Organize Wizard......................... 61 Setting Delegates................................................... 62

Advanced Options ............................................. 64Understanding Presence Indicators.................................... 64 Using the Trust Center............................................... 65 Adding RSS Feeds................................................... 66 Using Outlook Web Access to Access Mail.............................. 68 Using Cached Exchange Mode........................................ 69 Turning on Cached Exchange Mode..................................... 69 Adding Additional Mail Accounts ...................................... 71 Accessing a Hotmail Account......................................... 74

Frequently Asked Questions:Comparing Notes to Office Outlook 2007 75Scheduling a meeting................................................. 75 Customizing recurring meetings........................................ 75 Turning off meeting responses from attendees........................... 75 Viewing other calendars............................................... 75 Requesting confirmation for messages................................... 76 Deleting messages.................................................... 76 Creating message templates ............................................ 76 Formatting messages.................................................. 76 Prohibiting invitees from proposing new times to all meeting requests ....... 76

Office Outlook 2007 User Interface.............................. 77Configuring Toolbars................................................ 77 Configuring Mail.................................................... 78 Navigation Pane...................................................... 78 To-Do Bar............................................................ 80 Reading Pane ......................................................... 82 AutoPreview Mode.................................................... 82 Configuring Calendar................................................ 83

Microsoft Office Outlook 2007: Reference Guide For Lotus Notes Users

Welcome to Office Outlook 2007This reference guide for Microsoft Office Outlook 2007 is designed to give Lotus Notes mail users a clear guide to streamline their transitions to the new communication environment . This guide includes terminology mapping; procedures about how to use the most useful features and functions in Office Outlook Mail, Calendar, Tasks, and Contacts; and frequently asked questions . Office Outlook 2007 Mail, Calendar, Tasks, and Contacts are very different than the Lotus Notes environment that you have been using, so you can use the following features to help configure your Office Outlook 2007 environment: No Location Settings needed Unlike Lotus Notes, Office Outlook 2007 does not use different location settings . You can connect to the Microsoft Exchange Server and access and download your mail whenever you have a network connection . For information about configuring mobile access, similar to e-mail replication in Lotus Notes, see Using Cached Exchange Mode on page 69 . This mode automatically provides bidirectional synchronization for your mail account . Personal signatures Most users like to include a personal signature at the end of their e-mail messages that includes their contact information . For more information about configuring your personal signature in Office Outlook 2007, see Performing Advanced Mail Functions on page 21 . Shared calendars and delegates Office Outlook 2007 enables users to share their calendars with colleagues and to choose delegates (that is, specific users who help them manage their mail and schedules) . For more information about sharing calendars, see Performing Advanced Calendar Functions on page 42, and for more information about setting delegates, see Setting Delegates on page 62 . Personal contacts and distribution lists When you migrate your mail, your personal contacts and distribution lists should be converted to your new Office Outlook 2007 account. For more information about accessing those contacts, see Viewing Contacts on page 47, and for more information about sending them messages, see Working with Contacts on page 48 . Tables in e-mail messages In Lotus Notes mail, users commonly created embedded tables in a message to organize information . Creating tables in e-mail messages is available in Office Outlook 2007 and is much easier to do. For more information, see Performing Advanced Mail Functions on page 21 .

Microsoft Office Outlook 2007: Reference Guide For Lotus Notes Users

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Terminology MappingThe following table compares words and phrases that you find in Lotus Notes with the words and phrases you find in Office Outlook 2007.

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