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Helen Bradley - MS Office Tips, Tricks and Tutorials

I'm a lifestyle journalist and I've been writing about office productivity software for a long time. Here you'll find handy hints, tips, tricks, techniques and tutorials on using software as diverse as Excel, Word, PowerPoint, Outlook, Access and Publisher from Microsoft and other applications that I love. My publishing credits include PC Magazine, Windows XP mag, CNet, PC User mag, SmallbusinessComputing.com, Winplanet and Sydney Morning Herald.

Tuesday, August 4, 2009

Outlook 2007- Save attachments

When you delete an Outlook email you'll also delete any attachments which are included in it.

You won't be warned you're about to do this either so you can find yourself having lost important data if you haven't saved it.

To save files attached to emails, right click the attachment and choose Save As from the menu and choose a place to save it to.

A good rule of thumb is to do this every time you get an attachment so you won't be caught out in future. Even saving all attachments to a special attachments folder will save you losing them.

If you need to remind yourself to do this, you can create a rule which checks for emails with attachments and flags them for follow up. This will remind you that you need to save the attachments or at least look at them to see if you need to do this.

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Tuesday, February 20, 2007

Outlook 2003 - out of office reply

If you're not around to read your email you can configure Outlook to automatically reply to incoming messages to tell senders that you're out of the office and when you'll return.

There are two possible scenarios, either you're using Microsoft Exchange Server at work or you're using a standalone version - most likely at home.

If you're using Outlook 2003 with Microsoft Exchange Server service you'll find in your profile that you have an Out of Office Assistant you can use to manage replies to your emails when you're out of the office. To do this, choose Tools, Out of Office Assistant and click the I am currently Out of the Office option. In the AutoReply only once to each sender with the following text area type the message. It is usual to indicate that you are out of the office and the time you anticipate returning.

You can also create a rule so that only certain types of messages receive this reply. To do this, choose Tools, Out of Office Assistant and click the Add Rule option to specify the types of messages to which the reply will be forwarded. For example, you may create one reply for external mail and one for internal mail.

If you don't have the Out Of Office Assistant available (this will be the case if you're using a standalone version of Outlook), you can mimic the solution using a template reply email and a rule. Ensure you are using Outlook as your email creating software – this won't work if you're using Word. To check this choose Tools, Options, Mail Format tab and ensure Word is not selected here and ensure Plain Text is selected. Now follow the instructions in the previous tip to create a reply template message.

Now choose Tools, Rules and Alerts and click the E-mail Rules tab and click New Rule to start the Rules Wizard. Click Start from a blank rule and select Check messages when they arrive, and click Next. When prompted with Which condition(s) do you want to check? select a box describing the type of message to apply it to – such as emails received through the specified account or Sent Only To Me. Click Next. When prompted with What do you want to do with the message?, click the Reply using a specific template option. In the second panel, click the specific template option and select your reply template and click Open. Click Next, add any exceptions and click Next. Name your rule and set it to run and click Finish.

Outlook tracks who has received the replies and won't send multiple replies even when it receives multiple messages from the same person.

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Sunday, February 4, 2007

Avoiding that "oops!" moment in Outlook

I think we've all had that sinking "Oh no!" feeling when we've sent an Outlook email. Either you've forgotten to include an attachment or you've thought twice about what you said and you want to recall the email. In most cases an email can't be recalled, but you can delay it being sent.

To add a delay to outgoing emails, use a rule:
  1. Choose Tools, Rules and Alerts and click on New Rule.
  2. Choose the Start from blank rule option and then select Check messages after sending and click Next.
  3. Click Next as all messages will be delayed (but you can set an exception shortly) and click Next and Ok again to confirm the rule will apply to all sent messages.
  4. Choose Defer delivery by a number of minutes and set this to the number to wait – say 2 minutes and click Next.
  5. Now, set an exception for messages that just have to be sent immediately, for example, select Except if it is marked as importance and set this to High.
  6. Click Next, type a name for the rule such as Delayed Send, enable the Turn on this rule checkbox and click Finish.
Now, when you click Send, your messages will be held for 2 minutes before being sent except if you make them High importance.

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