1. MS Outlook ® Version 2007 Created by: Patricia Cerio Software Training Specialist Mohawk Regional Information Center pcerio@moric.org 315-361-2725 “Transitioning from GroupWise to Outlook”

2. Outlook 2007 Interface 1.Menu Bar 2.Standard Toolbar 3.Navigation Pane 4.Search Box 5.Reading Pane 6.To-Do Bar 7.Help 1 3 2 4 5 6 7

3. Customize the Toolbar 1.Click Tools on the Menu Bar 2.Click Customize 3.On the Toolbars Tab, select the toolbar to customize 4.Click the Commands 5.Choose a category, then click and drag the tool you want up to the toolbar. 6.Click Close when you are finished.

4. Create a New Message 1.Click File on the Menu Bar 2.Click New 3.Click Mail Message

5. Attach a File 1.Click New 2.Choose mail message. 3.Click the Insert Tab 4.Click the Attach File button. 5.Navigate to where the file is located. 6.Select the file to attach. 7.Click Insert.

6. Create a Folder 1.Right-click the Inbox 2.Select New Folder 3.Name your folder 4.Click OK Your new folder will be located under the Inbox.

7. Rename a Folder 1.Right-click the folder to rename. 2.Select Rename. 3.Rename the folder. 4.Press the Enter key.

8. Create a Custom Signature 1.Go to File on the menu bar. 2.Select Options. 3.On the Mail Format tab, click the Signatures button. 4.Enter a name for your signature. 5.Click OK. 7.In the Edit Signature section, press Enter 2-3 times, then type in the signature you want to use. 8.In the Choose Default Signature section, click the drop-down arrow next to new messages and select your new signature. Repeat the same for Replies/forwards. 9.Click OK when you are finished. Click to Play Video

9. New Appointment: Creates an appointment that involves just the user. New Meeting: Creates a meeting that involves more than one person. All Day Event :Shows up on the calendar without using time slots. Outlook Calendar

10. Calendar Views Week Day Month

11. Create a New Appointment 1.Click File. 2.Select New. 3.Appointment. 4.Enter the Subject, Location, Start and End date/time. 5.Add any notes. 6.When you are ready to save the appointment, click the Save & Close button.

12. Calendar – Create a Meeting 1.Click the Calendar option. 2.Click NEW. 3.Choose Meeting Request. 4.Enter the Subject, Location, start and End date/time of the meeting. 5.Enter any notes for the meeting. 6.Click the To… option to select the meeting participants. 7.Click the Send button to mail out the request.

13. Create a Recurring Meeting 1.With the meeting set, click the Recurrence icon in the Options group. 2.Set the Starting and Ending time of the appointment. 3.Choose a recurrence pattern. 4.Enter the range of the recurrence. 5.Click OK.

14. Calendar – Add Reminder Once the appointment is set, choose the reminder time by clicking the drop-down arrow in the text box with the Reminder icon.

15. Contacts – Add New 1.Click File. 2.New. 3.Contact. 4.Fill out the fields. 5.Click Save & Close when done.

16. Contacts – Edit 1.Click File. 2.New. 3.Contact. 4.Fill out the fields. 5.Click Save & Close when done.