Outlook General
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Outlook - Add Profile
In Outlook, select File > Account Settings > Manage Profiles. Choose Show Profiles Click Add In the Profile Name box, type the name of the profile we’re adding (Carrier Training, HCM Training, etc). Click OK Enter the name and email address of the account. Password is not needed. Click Next Outlook will search for and add the account. Close and reopen Outlook. You’ll be prompted to select the desired profile. To switch back and forth, we’ll need to close and reopen Outlook.
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Outlook - How to Check for Disabled Add-ins
In outlook click the File Tab Then click "Manage COM Add-ins If the add-in you're looking for is in this window - select "Always enable this add-in" and click Close
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Zywave Email Instructions
Zywave Email Instructions The below instructions will walk you through how to set up your Zywave.com email account on your Outlook configuration as well as mobile device. Add Zywave Email to Windows Outlook App Page 1 Add Zywave Email to Apple’s iPhone Mail App Page 2 Access Zywave via OWA (Outlook Web Access) (Windows and macOS) Page 3 Add Zywave Email to Mac’s Mail App Page 10 Add Zywave Email to Mac’s Outlook App Page 15 Add Zywave Email to Windows Outlook App On your Windows computer, click the Start Icon > Type in ‘Control Panel’ Make sure top right of Control Panel says ‘Small Icons’ Go to ‘Mail’ Click ‘Show Profiles’ If no profiles are listed, close this screen and Control Panel: Open Outlook Profile Name – Zywave You will be prompted for your Zywave email address & password. Outlook should auto configure itself once credentials are provided. Open Outlook and ensure mail starts to populate within a minute or two If there is already a profile there: Click Add Name profile ‘Zywave’ Click OK Click the radio button that says ‘Email Account’ if options are grayed out Enter name & email address Enter password Press Next Once Outlook has found the profile, click Finish In the bottom of the Profiles screen, you can choose which profile you want to use. To test, please set this as Zywave. Click OK and open Outlook. Ensure that within a few minutes, your mail starts to populate into Outlook. Once mail is populating, you can close Outlook and go back to the Profiles screen. Change the dropdown to your original Profile to continue working. At time of cutover, you will simply change the profile selected to Zywave Access Zywave via OWA (Outlook Web Access) (Windows and macOS) In any major browser, simply navigate to https://outlook.office.com Enter your email address and click Log In If not on a Zywave laptop, you will be redirected to the Zywave ADFS pop up. Enter your email address & password Complete the Duo MFA prompt You are now logged into OWA Add Zywave Email to Apple’s iPhone Mail App **Note: These instructions were created on iOS 15.1.1 but other iOS versions should be similar** Go to Settings > Mail > Accounts Click Add Account Click Microsoft Exchange Enter in your Zywave Email address and set description as Zywave and click Next On the next popup screen, select Sign in A Zywave prompt will appear on the next page, enter in your Zywave password and click Sign In The following screen will ask which apps you would like to use with this account. This will be based off your preference. If you would like your email to sync with your Apple Calendar for meetings/appointments, then you would select “Calendars”. Once complete, click Done. This will take you directly to your inbox and your emails will begin to download. And that’s it! Add Zywave Email to Apple’s MacOS Mail App Open the Mail app. If no account has been added yet, a “Choose a Mail Account Provider…”. Screen will appear (shown below). Select Microsoft Exchange and click Continue. If a mail account already exists, click Mail in the top left by the Apple logo and select “Add Account…” and the same screen will appear. Enter your Zywave email address as shown below and click sign in. Click Sign In on the next screen. Click accept for permissions requested. After clicking “sign in”, a Zywave prompt will appear. Enter your Zywave password and click Sign In. The following screen will ask which apps you would like to use with this account. This will be based off your preference. If you would like your email to sync with your Apple Calendar for meetings/appointments, then you would select “Calendars”. Once complete, click Done. This will take you directly to your inbox and your emails will begin to download. And that’s it! Add Zywave Email to Apple’s Outlook Mail App Open Outlook. Click Outlook in the top left next to Apple Logo and select “Preferences…” Once in Outlook Preferences, select Accounts Select Add Email Account on the right, this will only appear if you don’t already have an email account already added. If you have ClarionDoors email setup you will need to click the tiny + in the lower left corner and select “New Account…” Enter in your Zywave email address Next, your email will either authenticate with Office 365 and take you straight to a Zywave sign-in page or take you to a “Setup your Email” Page. If your screen shows a Zywave Sign-in page skip to page 20. If your screen looks like the screenshot below, select Exchange. Make sure Username and Password is selected at the top and enter in your email address twice as shown below and enter in your password. Select Add Account. Verify your email is entered correctly and then enter your password and select Sign In. And that’s it! Your inbox should be updating.
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How to create Quick Parts in Outlook
How to create Quick Parts in Outlook (adding calendar link to emails) To begin with, type the desired text, format it the way you want, and include graphics if needed. Technically, it does not matter where you create a new building block - the steps are the same for emails, appointments, contacts and tasks. When your new piece of content is ready, here's what you do to add it to the Quick Part Gallery: Select the content that you want to store. On the Insert tab, in the Text group, click Quick Parts > Save Selection to Quick Part Gallery… In the dialog box that pops up, specify some attributes. For the most part, you'll only need to a give a unique name to your new building block and can leave the other fields in their default values, as shown in the screenshot below. When done, click OK to save the new entry. OK to save the new entry. Once a Quick Part is created, you can access and reuse it at any time from everywhere including emails, meeting requests, tasks, etc. Quick Parts attributes By specifying the following details, you can better organize Quick Parts for your specific needs: Name - type a unique name for your new Quick Part. Because a building block can be inserted by name, short and meaningful names can save you a lot of time. In the gallery, the names are listed in alphabetical order. So, if you want a specific entry to appear at the top of the list, you can prefix the name with a number or underscore, e.g. "1map" or "_map". Gallery - select the gallery in which you want the new building block to appear. Outlook can save entries in many different galleries, but generally you'll use Quick Parts and AutoText. Category - categories belong to galleries and you can regard them as kind of sub-folders for further grouping. The default category is General. If you have over 10 reusable pieces, it's a good idea to organize them in your own categories. For this, click the drop-down arrow and choose Create New Category. Description - optionally, type some text that describes the entry. But you may not bother about this attribute, as you'll never see it or use it. Save In - Save to the default NormalEmail.dotm template if you want the new Quick Part to be available in all emails and other Outlook items. If you use your own Outlook templates, you can isolate your building blocks by template. A template must be open to appear in the drop-down list. Options - defines how the entry is inserted: Insert content only - the default option that you will use in most cases. Insert in its own paragraph - inserts the content into its own paragraph, even if the cursor is in the middle of another paragraph. Insert content in its own page- inserts the content into its own page; is more useful for Word Quick Parts. How to use Quick Parts in Outlook There are three ways to insert building blocks into Outlook items. The below instructions are for emails because we use them most often. The techniques for tasks, appointments, and contacts are exactly the same. Insert Quick Parts by pressing F3 The fastest way to put a reusable piece of content into an email message is this: In a message, type the quick part name where you want the content to appear. Press F3, and the name is immediately replaced with the full content. Done! For example, to insert the Quick Part named "Map", you type "map" and press F3. The image below shows the result: In most cases, you do not need to enter the whole name. It is enough to type the part of the name until it becomes unique. Let's say, you have two Quick Parts named "Thanks for support" and "Thank you": To insert the entry named "Thanks for support", type "thanks" and press F3. To insert the "Thank you" entry, you must at least type "thank" and a space character before pressing F3. Auto-complete Quick Parts with the Enter key In Outlook 2016 and higher, Quick Parts can also be auto-completed by hitting the Enter key. You just start typing the name and as soon as it becomes unique the "Press ENTER to Insert" suggestion appears. Press the Enter key and the content is inserted straight away. Notes: Auto-completing does not work for pieces that contain images or other graphics. Auto-completing is not available in Outlook 2013, 2010 and 2007. In these versions, press F3 to quickly insert Quick Parts by their name.