Microsoft Outlook for Lawyers Training Manual Classroom in a Book

Topics Covered:

Getting Acquainted with Outlook

1. The Outlook Environment

2. The Title Bar

3. The Ribbon

4. The Quick Access Toolbar

5. Touch Mode

6. The Navigation Bar, Folder Pane, Reading Pane, and To-Do Bar

Making Contacts

1. The People Folder

2. Customizing the Contacts Folder View

3. Creating Contacts

4. Basic Contact Management

5. Printing Contacts

6. Creating Contact Groups

7. Categorizing Contacts

8. Searching for Contacts

9. Calling Contacts

10. Mapping a Contact’s Address

E-Mail

1. Using the Inbox

2. Changing the Inbox View

3. Message Flags

4. Searching for Messages

5. Creating, Addressing, and Sending Messages

6. Checking Message Spelling

7. Setting Message Options

8. Formatting Messages

9. Using Signatures

10. Replying to Messages

11. Forwarding Messages

12. Sending Attachments

13. Opening Attachments

14. Ignoring Conversations

The Sent Items Folder

1. The Sent Items Folder

2. Resending Messages

3. Recalling Messages

The Outbox Folder

1. Using the Outbox

2. Using the Drafts Folder

Using the Calendar

1. The Calendar Window

2. Switching the Calendar View

3. Navigating the Calendar

4. Appointments, Meetings and Events

5. Manipulating Calendar Objects

6. Setting an Appointment

7. Scheduling a Meeting

8. Checking Meeting Attendance Status

9. Responding to Meeting Requests

10. Scheduling an Event

11. Setting Recurrence

12. Printing the Calendar

13. Teams Meetings in Outlook

14. Meeting Notes

Tasks

1. Using Tasks

2. Printing Tasks

3. Creating a Task

4. Setting Task Recurrence

5. Creating a Task Request

6. Responding to Task Requests

7. Sending Status Reports

8. Deleting Tasks

Deleted Items

1. The Deleted Items Folder

2. Permanently Deleting Items

3. Recovering Deleted Items

4. Recovering and Purging Permanently Deleted Items

Groups

1. Accessing Groups

2. Creating a New Group

3. Adding Members to Groups and Inviting Others

4. Contributing to Groups

5. Managing Files in Groups

6. Accessing the Group Calendar and Notebook

7. Following and Stop Following Groups

8. Leaving Groups

9. Editing, Managing and Deleting Groups

The Journal Folder

1. The Journal Folder

2. Switching the Journal View

3. Recording Journal Items

4. Opening Journal Entries and Documents

5. Deleting Journal Items

Public Folders

1. Creating Public Folders

2. Setting Permissions

3. Folder Rules

4. Copying Public Folders

Personal and Private Folders

1. Creating a Personal Folder

2. Setting AutoArchiving for Folders

3. Creating Private Folders

4. Creating Search Folders

5. One-Click Archiving

Notes

1. Creating and Using Notes

Advanced Mailbox Options

1. Creating Mailbox Rules

2. Creating Custom Mailbox Views

3. Handling Junk Mail

4. Color Categorizing

5. Advanced Find

6. Mailbox Cleanup

Outlook Options

1. Using Shortcuts

2. Adding Additional Profiles

3. Adding Accounts

4. Outlook Options

5. Using Outlook Help

Delegates

1. Creating a Delegate

2. Acting as a Delegate

3. Deleting Delegates

Security

1. Types of Email Encryption in Outlook

2. Sending Encrypted Email

Managing Mail

1. Using Subfolders

2. Using Mailbox Rules to Organize Mail

3. Using Search and Search Folders to Organize Mail

4. Making Mail Easier to Search

5. Managing Reminders

6. Saving Email as PDF

7. Turning Emails into Tasks

8. AutoReply to Email

9. Auto-forward Email

10. Using Quick Parts

11. Using Quick Steps in Outlook

12. Tips to Reduce PST Folder Size

13. Adding Confidentiality Notices

14. Deferring Mail Delivery

Legal Contacts

1. Using BCC for Confidentiality with Contact Groups

Managing Legal Scheduling

1. Automatically Processing Meeting Requests

Managing Tasks

1. Task Tracking vs. Forwarding Email

2. Viewing and Managing Task Times

3. Categorizing Tasks and Managing Views