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Using the Rules Wizard

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Introduction

The Outlook Rules Wizard lets you organize your mail based on certain conditions.  For example, you can have all mail received from account "A" to go to folder "My Mail" and mail received from account "B" to go to folder "Business Mail".  The Rules Wizard makes this functionality possible through some simple setup screens.  The rule is explained in plain English.  For example, a rule might be: Apply this rule after the message arrives, if it is from the account "A" then move the message to my "Business" folder.




Using the Rules Wizard

1.  Click the Tools menu and click Rules Wizard from the menu that appears.

2.  The Rules Wizard dialog box will appear.

3.  Click the New... button.

4.  Figure 1.1 will then be displayed.

Figure 1.1

5.  Click the type of rule you would like to create.  It will then be highlighted.

6.  Click an underlined option in the Rule description (if one appears) to edit the value of the underlined option.

7.  Click the Next button.

8.  Figure 1.2 will be displayed.

Figure 1.2

9.  Next, you will need to select a condition (or conditions) that you would like to check for.  To select one, click the small white box to the left of the text.  A check mark will appear.  To remove the condition, click the white box again.

10.  If there is an underlined option in the "Rule description" box that you have not edited, click it to change the option.

11.  Click the Next button.

12.  Figure 1.3 will be displayed.

Figure 1.3

13.  You now need to select what you want to so with the message.  Simply check the option (or options) of what you want to so to the message.  If there is an unedited underlined line of text, click it to change it's value.

14.  Click Next.

15.  Figure 1.4 will be displayed.

Figure 1.4

16.  Check any exceptions (if any) to your rule.  Again, if there is an unedited underlined value, click it to edit the value.

17.  Click Next.

18.  Figure 1.5 will be displayed.

Figure 1.5

19.  Select any necessary options on Figure 1.5 and click the Finish button.

20.  Your rule will now be set and will filter your mail according to your rules.

Tip:  Check the "Run this rule now on messages already in "Inbox"." to run the rule on messages already in the Inbox.  This is a great way to clean up your mailbox.


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