Volume. Revolutionary. Online. Cool. Letters&Recall
|
|
|
- Lindsay Lang
- 8 years ago
- Views:
Transcription
1 Volume Revolutionary. Online. Cool. Letters&Recall
2 H E A L T H I N N O V A T I O N T E C H O N O L O G I E S, I N C EyeCodeRight v4.0 Tutorial EyeCodeRight 2717 Emerson Ave South Minneapolis, MN
3 Table of Contents CREATE A LIST... 3 PATIENT RECALL LIST...3 ENCOUNTER LIST...4 LAST ENCOUNTER LIST...6 APPOINTMENT LIST...7 EXPORT A LIST... 9 MAIL MERGE TO A WORD DOCUMENT...11 LABELS...11 LETTERS - USE AN EXISTING LETTER...19 LETTERS CREATE A LETTER...26 INDEX... 38
4 Section This section will cover the use and functionality of the Letters and Recall Module, including mail merge into a Word document using data exported from EyeCodeRight NOTE The Letters & Recall Module is found under More in the list of Modules located at the top of your screen 2
5 Create a List Patient Recall List NOTE A Patient Recall List will create a list of patients based on entries made to the Patient Module/Recall Component Step 1 Open the Letters & Recall Module Step 2 Click Patient Recall Step 2 Step 3 Select the appropriate Appointment Type from the drop down menu This list will include all encounter template choices available for your practice. If you do not want a specific encounter template specified select Any. Step 4 Set the appropriate Date Range Use the first calendar button to set the from date Use the second calendar button to set the to date If you do not specify a date range, a list of all patient recall will be created 3
6 Step 5 Select the appropriate Location from the drop down menu Step 6 Click Search Step 6 Steps 3, 4 & 5 Encounter List NOTE An Encounter List will create a list of patients based on a specific type of encounter that appears in the patient s Exam History/Encounter History list. Step 1 Open the Letters & Recall Module Step 2 Click Encounter 4
7 Step 2 Step 3 Select the appropriate Appointment Type from the drop down menu This list will include all encounter template choices available for your practice. If you do not want a specific encounter template specified select Any. Step 4 Set the appropriate Date Range Use the first calendar button to set the from date Use the second calendar button to set the to date If you do not specify a date range, a list of all patient recall will be created Step 5 Select the appropriate Location from the drop down menu Step 6 Click Search 5
8 Step 6 Steps 3, 4 & 5 Last Encounter List NOTE A Last Encounter list will create a list of patients based on their most recent encounter. Step 1 Open the Letters & Recall Module Step 2 Click Last Encounter Step 2 6
9 Step 3 Select the appropriate Appointment Type from the drop down menu This list will include all encounter template choices available for your practice. If you do not want a specific encounter template specified select Any. Step 4 Set the appropriate Date Range Use the first calendar button to set the from date Use the second calendar button to set the to date If you do not specify a date range, a list of all patient recall will be created Step 5 Select the appropriate Location from the drop down menu Step 6 Click Search Step 6 Steps 3, 4 & 5 Appointment List NOTE An Appointment List will create a list of patients based on any active appointment already schedule for those patients. Step 1 Open the Letters & Recall Module 7
10 Step 2 Click Appointment Step 2 Step 3 Select the appropriate Appointment Type from the drop down menu This list will include all encounter template choices available for your practice. If you do not want a specific encounter template specified select Any. Step 4 Set the appropriate Date Range Use the first calendar button to set the from date Use the second calendar button to set the to date If you do not specify a date range, a list of all patient recall will be created Step 5 Set the appropriate Created On date range This will allow you to search for appointments based on the date the appointment was created. This selection is generally used for creating a list of pre-appoints Use the first calendar button to set the from date Use the second calendar button to set the to date 8
11 Step 6 Select the appropriate Location from the drop down menu Step 7 Click Search Step 7 Steps 3, 4, 5 & 6 Export a List Step 1 Create the appropriate list Step 2 Click Export Step 2 9
12 Step 3 Click Save Step 3 Step 4 Name the file Step 5 Select the appropriate folder destination for the file Step 6 Click Save Step 5 Step 4 Step 6 To view the Excel file created by the export click Open To continue without viewing click Close 10
13 Mail Merge to a Word Document Labels Step 1 Open Word Step 2 Go under Tools, select Letters and Mailings/Mail Merge Step 3 Select Labels Step 4 Click Next: Starting Document 11
14 Step 3 Step 4 Step 5 Select Change Document Layout Step 6 Click Label Options Step 5 Step 6 Step 7 Select the appropriate label options Step 8 Click OK 12
15 Step 7 Step 8 Step 9 Click Next: Select Recipients Step 9 Step 10 Select Use an Existing List Step 11 Click Browse 13
16 Step 10 Step 11 Step 12 Select the folder containing the EyeCodeRight exported files Step 13 Select the appropriate file Step 14 Click Open Step 12 Step 13 Step 14 Step 15 Select Windows (Default) Step 16 Click OK 14
17 Step 15 Step 16 Step 17 Remove the checkmark from any patient that should not be part of the list Step 18 Click OK Step 17 Step 18 Step 19 Click Next: Arrange your labels 15
18 Step 19 Step 20 Click Address block... Step 20 Step 21 Choose your settings Step 22 Click OK 16
19 Step 22 Step 23 Click Update all labels Step 23 Step 24 Click Next: Preview your labels 17
20 Step 24 Step 25 Click Next: Complete the merge Step 25 Step 26 Click Print 18
21 Step 26 Letters - Use an Existing Letter Step 1 Open a Word document Step 2 Go under Tools Step 3 Select Letters and Mailings/Mail Merge Step 4 Select Letters Step 5 Click Next: Starting Document 19
22 Step 4 Step 5 Step 6 Select Start from Existing Document Step 7 Click (More files...) Step 8 Click Open Step 6 Step 7 Step 8 20
23 Step 9 Select the appropriate letter template from your files Step 10 Click Open Step 9 Step 10 Step 11 Click Next: Select Recipients Step 11 Step 12 Select Use an Existing List Step 13 Click Browse 21
24 Step 12 Step 13 Step 14 Select the folder containing the EyeCodeRight exported files Step 15 Select the appropriate file Step 16 Click Open Step 15 Step 14 Step 16 Step 17 Select Windows (Default) Step 18 Click OK 22
25 Step 17 Step 18 Step 19 Remove the checkmark from all patients that should not receive the letter Step 20 Click OK Step 19 Step 20 Step 21 Click Next: Write your letter 23
26 Step 21 Step 22 Edit the letter template with your office information Step 23 Click Next: Preview your letters Step 23 24
27 Step 24 Use the arrows to the right and left of Recipient to scroll through the letter for review Step 25 Click Next: Complete Merge Step 24 Step 25 Step 26 Click Print Step 26 25
28 Letters Create a Letter Step 1 Open a Word document Step 2 Go under Tools Step 3 Select Letters and Mailings/Mail Merge Step 4 Select Letters Step 5 Click Next: Starting Document Step 4 Step 5 26
29 Step 6 Select Use the current document Step 7 Click Next: Select Recipients Step 6 Step 7 Step 8 Select Use an existing list Step 9 Click Browse Step 8 Step 9 Step 10 Select the folder containing the EyeCodeRight exported files Step 11 Select the appropriate file 27
30 Step 12 Click Open Step 10 Step 11 Step 12 Step 13 Select Windows (Default) Step 14 Click OK Step 13 Step 14 Step 15 Remove the checkmark from all patients that should not receive the letter Step 16 Click OK 28
31 Step 15 Step 16 Step 17 Click Next: Write your letter Step 17 To mail merge patient addresses into your letters continue to Step 18 To mail merge greeting lines into your letters skip to Step 20 To mail merge the dates into your letters skip to Step 26 To mail merge the encounter types into your letters skip to Step 31 29
32 To write your letter skip to Step 35 Step 18 Place the cursor in the document where you would like the patient name and address to appear for each letter Step 19 Click Address Block Step 18 Step 19 Step 20 Select the appropriate address elements Step 21 Click OK Step 21 30
33 To mail merge greeting lines into your letters continue to Step 22 To mail merge the dates into your letters skip to Step 26 To mail merge the encounter types into your letters skip to Step 31 To write your letter skip to Step 35 Step 22 Place the cursor in the document where you would like the patient name and address to appear for each letter Step 23 Click Greeting Line Step 22 Step 23 Step 24 Select the appropriate Greeting Line elements Step 25 Click OK 31
34 Step 25 To mail merge the dates into your letters continue to Step 26 To mail merge the encounter types into your letters skip to Step 31 To write your letter skip to Step 35 Step 26 Place the cursor in the document where you would like the date to appear for each letter Step 27 Click More Items... The date will correspond to the type of list you created. If your list was created using patient recall, then the date will match the patient s recall date. If your list was created using encounter or last encounter, then the date will match the date of the encounter. If you list was created using appointment, then the date will match the appointment date. 32
35 Step 27 Step 26 Step 28 Click Date Step 29 Click Insert Step 28 Step 29 Step 30 Click Close 33
36 Step 30 To mail merge the encounter types into your letters continue to Step 31 To write your letter skip to Step 35 Step 31 Place the cursor in the document where you would like the encounter type to appear for each letter Step 3 Click More Items... The encounter type will match the reason for recall, the appointment type, or the encounter type depending on the type of list that was created Step 32 Step 31 Step 33 Click Reason Step 34 Click Insert 34
37 Step 33 Step 34 Step 35 Type the body of your letter Step 36 Click Next: Preview your letters 35
38 Step 35 Step 36 Step 37 Use the arrows to the right and left of Recipient to scroll through the letters for review Step 38 Click Next: Complete Merge Step 37 Step 38 Step 39 Click Print 36
39 Step 39 37
40 Section Index C Create a List Appointment List... 7 Encounter List... 4 Last Encounter List... 6 Patient Recall List... 3 E Export a List...9 M Mail Merge to a Word Document...11 Labels...11 Letters Create a Letter...26 Letters Use an Existing Letter
Mail Merge: Create Mailing Labels Using Excel Data and Filtering the Contents in the Data
Mail Merge: Create Mailing Labels Using Excel Data and Filtering the Contents in the Data Prior to starting this, please save the.csv file that you exported as an excel file (example: xxxx.csv will now
What is a Mail Merge?
NDUS Training and Documentation What is a Mail Merge? A mail merge is generally used to personalize form letters, to produce mailing labels and for mass mailings. A mail merge can be very helpful if you
Volume. Revolutionary. Online. Cool. Inventory
Volume Revolutionary. Online. Cool. Inventory H E A L T H I N N O V A T I O N T E C H O N O L O G I E S, I N C EyeCodeRight v4.0 Tutorial EyeCodeRight 2717 Emerson Ave South Minneapolis, MN 877-370-6906
Volume. Revolutionary. Online. Cool. Scheduling
Volume Revolutionary. Online. Cool. Scheduling H E A L T H I N N O V A T I O N T E C H O N O L O G I E S, I N C EyeCodeRight v4.0 Tutorial EyeCodeRight 2717 Emerson Ave South Minneapolis, MN 877-370-6906
Mail Merge (Microsoft Office 2010)
Mail Merge (Microsoft Office 2010) Microsoft Word s 2010 mail merge feature allows users to create one document, such as a customer appreciation letter, promotional letter, or an employee appreciation
MAIL MERGE USING WORD & EXCEL 2003
MAIL MERGE USING WORD & EXCEL 2003 Open Excel. Create a database with the names for mailing labels & letters. Consider using the following fields as your column headings. Create the headings without spaces
Volume. Revolutionary. Online. Cool. Encounters
Volume Revolutionary. Online. Cool. Encounters H E A L T H I N N O V A T I O N T E C H O N O L O G I E S, I N C EyeCodeRight v4.0 Tutorial EyeCodeRight 2717 Emerson Ave South Minneapolis, MN 877-370-6906
Create Mailing Labels Using Excel Data (Mail Merge)
Create Mailing Labels Using Excel Data (Mail Merge) This quick guide will show you how to create mailing labels from an Excel spreadsheet. To print mailing labels, you ll import Excel spreadsheet data
Microsoft Word 2007 - Mail Merge
Microsoft Word 2007 - Mail Merge Mail merge is a tool which allows you to create form letters, mailing labels and envelopes by linking a main document to a set of data or data source. It is the process
How To Use An Invoice On A Pc Or Macbook
Volume Revolutionary. Online. Cool. Accounting H E A L T H I N N O V A T I O N T E C H O N O L O G I E S, I N C EyeCodeRight v4.0 Tutorial EyeCodeRight 2717 Emerson Ave South Minneapolis, MN 877-370-6906
Microsoft Word 2013: Mail Merge
Microsoft Word 2013: Mail Merge Mail merge is a tool which allows you to create form letters, mailing labels and envelopes by linking a main document to a data source. It is the process of combining a
TABLE OF CONTENTS I. MAIL MERGING...1 II. MAIL MERGE WIZARD...1 III. MAIL MERGE TOOLBAR...4 PRINTING LABELS AND ENVELOPES...4
TABLE OF CONTENTS I. MAIL MERGING...1 II. MAIL MERGE WIZARD...1 1. CREATING A NEW LETTER AND DATA LIST...1 2. CREATING A NEW LETTER USING AN EXISTING DATA LIST...3 III. MAIL MERGE TOOLBAR...4 MERGING EXISTING
Importing Contacts to Outlook
Importing Contacts to Outlook 1. The first step is to create a file of your contacts from the National Chapter Database. 2. You create this file under Reporting, Multiple. You will follow steps 1 and 2
Microsoft Access to Microsoft Word Performing a Mail Merge from an Access Query
Microsoft Access to Microsoft Word Performing a Mail Merge from an Access Query Performing a Query in Access Before performing a mail merge, we need to set up a query with the necessary fields. Opening
Managing Contacts in Outlook
Managing Contacts in Outlook This document provides instructions for creating contacts and distribution lists in Microsoft Outlook 2007. In addition, instructions for using contacts in a Microsoft Word
Volume. Revolutionary. Online. Cool. Orders
Volume Revolutionary. Online. Cool. Orders H E A L T H I N N O V A T I O N T E C H O N O L O G I E S, I N C EyeCodeRight v4.0 Tutorial EyeCodeRight 2717 Emerson Ave South Minneapolis, MN 877-370-6906 www.eyecoderight.com
MAIL MERGE MADE EASY A STEP-BY-STEP GUIDE FOR LABELS OR EMAIL MERGES
MAIL MERGE MADE EASY A STEP-BY-STEP GUIDE FOR LABELS OR EMAIL MERGES WHY MAIL MERGE? Labels: Mail merge in Office lets you convert your contact list data into a sheet of mailing labels, with complete control
Create Mailing Labels from an Electronic File
Create Mailing Labels from an Electronic File Microsoft Word 2002 (XP) Electronic data requests for mailing labels will be filled by providing the requester with a commadelimited text file. When you receive
Mail Merge Creating Mailing Labels 3/23/2011
Creating Mailing Labels in Microsoft Word Address data in a Microsoft Excel file can be turned into mailing labels in Microsoft Word through a mail merge process. First, obtain or create an Excel spreadsheet
Volume. Revolutionary. Online. Cool. PatientModule
Volume Revolutionary. Online. Cool. PatientModule H E A L T H I N N O V A T I O N T E C H O N O L O G I E S, I N C EyeCodeRight v4.0 Tutorial EyeCodeRight 2717 Emerson Ave South Minneapolis, MN 877-370-6906
Word 2007: Mail Merge Learning Guide
Word 2007: Mail Merge Learning Guide Getting Started Mail merge techniques allow you to create a document which combines repetitive text elements with data drawn from an external data document. To perform
Merging Labels, Letters, and Envelopes Word 2013
Merging Labels, Letters, and Envelopes Word 2013 Merging... 1 Types of Merges... 1 The Merging Process... 2 Labels - A Page of the Same... 2 Labels - A Blank Page... 3 Creating Custom Labels... 3 Merged
Mail Merge. Course Description. Objectives: Design a Main Document. Design a Data Source. Directories. Merge the Main Document with the Data
Mail Merge Course Description The Mail Merge feature allows you to combine items from a data source into a document. This allows you to create form letters, mailing labels, envelopes, etc. You also have
Learning Services IT Guide. Access 2013
Learning Services IT Guide Access 2013 Microsoft Access is a programme which allows you to store a lot of information easily in the form of a database. For example you could create a database which stored
MICROSOFT OUTLOOK 2010 WORK WITH CONTACTS
MICROSOFT OUTLOOK 2010 WORK WITH CONTACTS Last Edited: 2012-07-09 1 Access to Outlook contacts area... 4 Manage Outlook contacts view... 5 Change the view of Contacts area... 5 Business Cards view... 6
Avery Wizard: Using the wizard with Microsoft Word. This is a simple step-by-step guide showing how to use the Avery wizard in word
Avery Wizard: Using the wizard with Microsoft Word This is a simple step-by-step guide showing how to use the Avery wizard in word Open up a blank document in Microsoft Word and click the Avery Tab at
OUTLOOK 2013 - GETTING STARTED
OUTLOOK 2013 - GETTING STARTED Information Technology September 1, 2014 1 GETTING STARTED IN OUTLOOK 2013 Backstage View Ribbon Navigation Pane View Pane Navigation Bar Reading Pane 2 Backstage View contains
O UTLOOK 2003 HELP SHEET MAIL. Opening the program. Mail
O UTLOOK 2003 HELP SHEET MAIL Opening the program At Work Double-click the icon on your desktop. Or click the Start button. If this icon is displayed, click on it. If it is not displayed, click Start,
To add files to your email, first create the email. When you have opened a new email:
Email attachments You can send files, folders and other items within an email along with the mail message itself. Items which have been added to emails are called attachments. Adding an attachment to an
Microsoft Outlook 2003 Module 1
Microsoft Outlook 200 Module 1 http://pds.hccfl.edu/pds Microsoft Outlook 200: Module 1 October 2006 2006 Hillsborough Community College - Professional Development Services Hillsborough Community College
emarketing Manual- Creating a New Email
emarketing Manual- Creating a New Email Create a new email: You can create a new email by clicking the button labeled Create New Email located at the top of the main page. Once you click this button, a
Making a Web Page with Microsoft Publisher 2003
Making a Web Page with Microsoft Publisher 2003 The first thing to consider when making a Web page or a Web site is the architecture of the site. How many pages will you have and how will they link to
Microsoft Office. Mail Merge in Microsoft Word
Microsoft Office Mail Merge in Microsoft Word TABLE OF CONTENTS Microsoft Office... 1 Mail Merge in Microsoft Word... 1 CREATE THE SMS DATAFILE FOR EXPORT... 3 Add A Label Row To The Excel File... 3 Backup
Exporting Client Information
Contents About Exporting Client Information Selecting Layouts Creating/Changing Layouts Removing Layouts Exporting Client Information Exporting Client Information About Exporting Client Information Selected
Mail Merge in Word. Workbook
Mail Merge in Word Workbook Edition 3 December 2007 Mail Merge in Word Edition 3, December, 2007 Document Number: B.2.-WB.3468 iv Preface Preface The Mail Merge feature enables you to take information
Six Steps to Completing a Mail-Merge
Six Steps to Completing a Mail-Merge Mail merging means to plug data from an address table into form letters, e-mail messages, envelopes, address labels, or a directory (a list or catalog, for example).
MICROSOFT ACCESS 2007 BOOK 2
MICROSOFT ACCESS 2007 BOOK 2 4.1 INTRODUCTION TO ACCESS FIRST ENCOUNTER WITH ACCESS 2007 P 205 Access is activated by means of Start, Programs, Microsoft Access or clicking on the icon. The window opened
Create a Simple Website. Intel Easy Steps 1 2012 Intel Corporation All rights reserved.
Create a Simple Website Intel Easy Steps 1 2012 Intel Corporation Website Creating a Simple Website As more and more people are using the Internet to get information, it has become very important for businesses
To export data formatted for Avery labels -
Information used to create labels in the Client Data System (CDS) can be exported out of CDS and used to create labels in Microsoft Word, making it possible to customize the font style, size, and color.
Instructions: Using Mail Merge in Word to Send E mails via Outlook
Instructions: Using Mail Merge in Word to Send E mails via Outlook The mail merge tool in Word can be used to quickly and easily send personalized e mails via your Outlook e mail application to individuals
Outlook 2013 ~ Advanced
Mail Using Categories 1. Select the message that for the category. 2. Select the appropriate category. 3. The category color displays next to the message. Renaming Categories 1. Select a message. 2. Select
The first thing to do is choose if you are creating a mail merge for printing or an e-mail merge for distribution over e-mail.
Create a mail or e-mail merge Use mail or e-mail merge when you want to create a large number of documents that are mostly identical but include some unique information. For example, you can use mail merge
Email Marketing Guide
Email Marketing Guide Welcome. This guide is meant to introduce you to your free email marketing account and show you how to setup the various campaigns we offer. There are also training videos available
Mastering Mail Merge. 2 Parts to a Mail Merge. Mail Merge Mailings Ribbon. Mailings Create Envelopes or Labels
2 Parts to a Mail Merge 1. MS Word Document (Letter, Labels, Envelope, Name Badge, etc) 2. Data Source Excel Spreadsheet Access Database / query Other databases (SQL Server / Oracle) Type in New List Mail
Exporting Contact Information
Contents About Exporting Contact Information Selecting Layouts Creating/Changing Layouts Removing Layouts Exporting Contact Information Exporting Contact Information About Exporting Contact Information
Volume. Revolutionary. Online. Cool. Administration
Volume Revolutionary. Online. Cool. Administration H E A L T H I N N O V A T I O N T E C H O N O L O G I E S, I N C EyeCodeRight v4.0 Tutorial EyeCodeRight 2717 Emerson Ave South Minneapolis, MN 877-370-6906
Outlook Web Access (OWA) for Staff
Outlook Web Access (OWA) for Staff Note:The full version runs on Internet Explorer (IE) and the Light version runs on all other browsers (Firefox, Safari, Chrome etc). Web access URL / note the s after
Creating a Marketing Campaign
Chapter 14 Creating a Marketing Campaign FrontDesk v4.1.25 Customer Marketing and Promotion 216 217 Marketing and Promotion Tasks Menu 218 219 Add a Marketing Document 219 220 Sample Email Merge Template
IT Quick Reference Guides Performing Mail Merges in Word 2010
IT Quick Reference Guides Performing Mail Merges in Word 2010 Word Guides Mail merges are useful when you want to create form letters or other documents sent to or drawing information from multiple customers.
Outlook Web App. in Office 365. The Outlook Window. Signing In. (Outlook Exchange Faculty & Staff) Getting Started
Outlook Web App in Office 365 (Outlook Exchange Faculty & Staff) Getting Started The Outlook Window Navigation Bar Settings Navigation Pane View Pane Reading Pane Navigation Bar switch between Outlook,
Outlook Web Access. PRECEDED by v\
![Outlook Web Access. PRECEDED by v\](/thumbs/24/2332733.jpg "Outlook Web Access. PRECEDED by v\")
Outlook Web Access Logging in to OWA (Outlook Web Access) from Home 1. Login page http://mail.vernonct.org/exchange 2. To avoid these steps each time you login, you can add the login page to your favorites.
Creating Effective E-mail Announcements in Publisher
Creating Effective E-mail Announcements in Publisher This document provides instructions for creating and sending professional-looking e-mail announcements with Microsoft Publisher. Overview of Publisher
How to Create Your Own Crystal Report
How to Create Your Own Crystal Report Step 1 Figure out what table you need to use for your report. Click on Resources, then File Layouts and Program Information. Click on File Layouts to see the available
Why the need for set of rules in Microsoft Outlook?
Why the need for set of rules in Microsoft Outlook? Rules are used in Microsoft Outlook to organize incoming Emails. Setting up rules in Outlook automates various actions that can be taken on incoming
Using Word 2007 For Mail Merge
Using Word 2007 For Mail Merge Introduction This document assumes that you are familiar with using Word for word processing, with the use of a computer keyboard and mouse and you have a working knowledge
Opening the FTD Document Center. Double-click the FTD Document Center icon on your Windows desktop.
23 The allows you to create templates for email messages that you will send from FTD Mercury. You can create several different delivery confirmation templates, as well as email cover letters that can be
TABLE OF CONTENTS BACKGROUND: HIGH IMPACT EMAIL 4.0 PROFESSIONAL AND ACT!. 3 SELECT MAIL MERGE OPTION ON THE MAIN SCREEN.0 TEMPLATE.
TABLE OF CONTENTS BACKGROUND: HIGH IMPACT EMAIL 4.0 PROFESSIONAL AND ACT!... 3 SELECT MAIL MERGE OPTION ON THE MAIN SCREEN... 4 SELECT A HIGH IMPACT EMAIL 4.0 TEMPLATE... 5 SELECT A PROFILE TO BE USED
SENDING E-MAILS WITH MAIL MERGE
SENDING E-MAILS WITH MAIL MERGE You can use Mail Merge for Word and Outlook to create a brochure or newsletter and send it by e- mail to your Outlook contact list or to another address list, created in
Creating Rules in Outlook
Technology Help Desk 412 624-HELP [4357] http://technology.pitt.edu Creating Rules in Outlook Overview Microsoft Outlook provides a way for users to manage and organize their email using rules. A rule
Recreating Your GroupWise Mailing Lists in Outlook Client
Recreating Your GroupWise Mailing Lists in Outlook Client All the contacts and Mailing Lists (aka Mailing Groups or Distribution lists) from your GroupWise account will be migrated to your JagMail account.
Outlook Email. User Guide IS TRAINING CENTER. 833 Chestnut St, Suite 600. Philadelphia, PA 19107 215-503-7500
Outlook Email User Guide IS TRAINING CENTER 833 Chestnut St, Suite 600 Philadelphia, PA 19107 215-503-7500 This page intentionally left blank. TABLE OF CONTENTS Getting Started... 3 Opening Outlook...
ABOUT THIS COURSE... 3 ABOUT THIS MANUAL... 4 LESSON 1: PERSONALIZING YOUR EMAIL... 5
Table of Contents ABOUT THIS COURSE... 3 ABOUT THIS MANUAL... 4 LESSON 1: PERSONALIZING YOUR EMAIL... 5 TOPIC 1A: APPLY STATIONERY AND THEMES... 6 Apply Stationery and Themes... 6 TOPIC 1B: CREATE A CUSTOM
STAMPIN UP! Customer Manager and Mailing Selector Users Guide
STAMPIN UP! Customer Manager and Mailing Selector Users Guide STAMPIN UP! Customer Manager and Mailing Selector Users Guide 2006 Stampin' Up! 12907 South 3600 West Riverton, UT 84065 www.stampinup.com
How to Use the Cypress Report Distribution Service to Access Reports
How to Use the Cypress Report Distribution Service to Access Reports First, if the Cypress client is not already installed on your computer, follow the installation instructions found at https://cypress.doit.wisc.edu/.
TUTORIAL: Campaigns Gold-Vision 6
Tutorial Objectives: Campaigns Page No. Campaign Structure What is a Campaign? 2 3 Creating a Campaign Recipient List Campaign List Options 4 Creating a New Campaign: Create from current list Add to existing
OUTLOOK 2010 TIPS TABLE OF CONTENTS 1. SEND A BLIND CARBON COPY MARQUETTE UNIVERSITY IT SERVICES
OUTLOOK 2010 TIPS TABLE OF CONTENTS 1.Send a Blind Carbon Copy... 1 2. Change the view of the Outlook window... 2 3. Use Out of Office Assistant... 2 4. Create Rules... 4 5. Use Autocomplete... 5 6. Request
How To Use Optimum Control EDI Import. EDI Invoice Import. EDI Supplier Setup General Set up
How To Use Optimum Control EDI Import EDI Invoice Import This optional module will download digital invoices into Optimum Control, updating pricing, stock levels and account information automatically with
Why Use OneNote? Creating a New Notebook
Why Use OneNote? OneNote is the ultimate virtual notebook that enables users to create notes in various formats, shares those notes, sync those notes with the cloud and collaborate with others. You can
4-H Online HelpSheet. c. Click Member: Email and click the double arrows 5/10/13
Broadcast Emails and Adding documents within Emails You can send broadcast emails through 4 H Online. Even better, you can include documents within these emails to help improve communications between the
Contact Management System QuickStart Guide
Contact Management System QuickStart Guide The Windermere Contact Management System (CMS) is a collection of tools to help you stay in touch and stay organized. With CMS, you can maintain a list of contacts
16.4.3 Lab: Data Backup and Recovery in Windows XP
16.4.3 Lab: Data Backup and Recovery in Windows XP Introduction Print and complete this lab. In this lab, you will back up data. You will also perform a recovery of the data. Recommended Equipment The
SnagIt Add-Ins User Guide
Version 8.1 User Guide By TechSmith Corp. User Guide User Guide Contents User s Guide 1 Overview...1 Word, PowerPoint, and Excel Add-Ins...2 Outlook Add-In...2 Internet Explorer / Windows Explorer Add-In...2
How to send meeting invitations using Office365 Calendar
How to send meeting invitations using Office365 Calendar This guide tells you how to send meeting requests using the Calendar in your Office365 webmail. There are separate sections for setting this up
PDF Web Form. Projects 1
Projects 1 In this project, you ll create a PDF form that can be used to collect user data online. In this exercise, you ll learn how to: Design a layout for a functional form. Add form fields and set
Microsoft Word 2011: Create a Table of Contents
Microsoft Word 2011: Create a Table of Contents Creating a Table of Contents for a document can be updated quickly any time you need to add or remove details for it will update page numbers for you. A
Intro to Mail Merge. Contents: David Diskin for the University of the Pacific Center for Professional and Continuing Education. Word Mail Merge Wizard
Intro to Mail Merge David Diskin for the University of the Pacific Center for Professional and Continuing Education Contents: Word Mail Merge Wizard Mail Merge Possibilities Labels Form Letters Directory
To successfully initialize Microsoft Outlook (Outlook) the first time, email settings need to be verified.
TO: UAN CLIENTS FROM: UAN STAFF DATE: OCTOBER 8, 2008 SUBJECT: Steps for Initial Setup of Microsoft Outlook To successfully initialize Microsoft Outlook (Outlook) the first time, email settings need to
Changing the Default Email Delivery Location
NCMail: Microsoft Outlook 2003 Changing the Default Email Delivery Location Revision 1.2 12/27/2007 This document covers changing the default email delivery location in Microsoft Outlook 2003. In order
Infinite Campus: Using the Teacher Messenger Functions. Step 1: Log in to Infinite Campus and select the Messenger folder from the menu on the left.
Infinite Campus: Using the Teacher Messenger Functions Log in to Infinite Campus and select the Messenger folder from the menu on the left. Choosing the Message Type Failing Grades: Allows you to send
STIClassroom Win Rosters and Lesson Plans
STIClassroom Win Rosters and Lesson Plans Student Class Roster From this screen, teachers can access the items described below (access rights to these features must first be granted in Principal s Module).
Outlook Tips & Tricks. Training For Current & New Employees
Outlook Tips & Tricks Training For Current & New Employees The workshop will help build the necessary skills needed to begin using Microsoft Outlook 2010. The participant will learn how to create e-mail
Gmail: Sending, replying, attachments, and printing
If you're using an old version of Gmail, your Inbox may look a little different. Gmail: Sending, replying, attachments, and printing Welcome to Gmail. This document will give you a quick overview of how
Results CRM 2012 User Manual
Results CRM 2012 User Manual A Guide to Using Results CRM Standard, Results CRM Plus, & Results CRM Business Suite Table of Contents Installation Instructions... 1 Single User & Evaluation Installation
Tutorial 5: Add-to-Cart Button
Objectives: Your goal in this tutorial is to be able to: locate and display the NetStores icons in Dreamweaver properly use NetStores Add-to-Cart object in Dreamweaver enter the correct product code in
HOW TO CREATE AN HTML5 JEOPARDY- STYLE GAME IN CAPTIVATE
HOW TO CREATE AN HTML5 JEOPARDY- STYLE GAME IN CAPTIVATE This document describes the steps required to create an HTML5 Jeopardy- style game using an Adobe Captivate 7 template. The document is split into
Saving GroupWise Email as Text Files
We will be moving away from GroupWise email during the Summer of 2010. If you have emails that you need to save, you need to begin the process of saving or printing those emails now so that you will be
User Manual - Sales Lead Tracking Software
User Manual - Overview The Leads module of MVI SLM allows you to import, create, assign and manage their leads. Leads are early contacts in the sales process. Once they have been evaluated and assessed,
Create an Email Campaign. Create & Send Your Newsletter
Create an Email Campaign Create & Send Your Newsletter Free Easy Fast -1- Create an Email Campaign 1 For sending a newsletter or a bulk email, you need to create an Email Campaign, click on the CAMPAIGN
MAIL MERGE TUTORIAL. (For Microsoft Word 2003-2007 on PC)
MAIL MERGE TUTORIAL (For Microsoft Word 2003-2007 on PC) WHAT IS MAIL MERGE? It is a way of placing content from a spreadsheet, database, or table into a Microsoft Word document Mail merge is ideal for
Overview... 2 How to Add New Documents... 3 Adding a Note / SMS or Phone Message... 3 Adding a New Letter... 4. How to Create Letter Templates...
THE DOCUMENT MANAGER Chapter 14 THE DOCUMENT MANAGER CONTENTS Overview... 2 How to Add New Documents... 3 Adding a Note / SMS or Phone Message... 3 Adding a New Letter... 4 How to Create Letter Templates...
USER GUIDE. Unit 2: Synergy. Chapter 2: Using Schoolwires Synergy
USER GUIDE Unit 2: Synergy Chapter 2: Using Schoolwires Synergy Schoolwires Synergy & Assist Version 2.0 TABLE OF CONTENTS Introductions... 1 Audience... 1 Objectives... 1 Before You Begin... 1 Getting
Using an Access Database
A Few Terms Using an Access Database These words are used often in Access so you will want to become familiar with them before using the program and this tutorial. A database is a collection of related
Instructions for Creating an Outlook E-mail Distribution List from an Excel File
Instructions for Creating an Outlook E-mail Distribution List from an Excel File 1.0 Importing Excel Data to an Outlook Distribution List 1.1 Create an Outlook Personal Folders File (.pst) Notes: 1) If
Creating and Sharing Contact Groups in Outlook Client
Creating and Sharing Contact Groups in Outlook Client If you frequently address messages to groups of contacts you may find it helpful to create contact groups that can be addressed rather than having
Microsoft Outlook 2003 Quick How-to Guide
Microsoft Outlook 2003 Quick How-to Guide Microsoft Outlook 2003 Quick How-to-Guide This document is designed to be a quick guide for the most common tasks in Outlook. It is separated into different sections
How To Use Cleanersmate Software On A Pc Or Mac Or Macbook Or Macintosh (For Pc Or Pc) With A Computer Or Mac (For Mac) With An Ipa Or Mac Xp (For A Mac) On A Computer With
User Guide Installation... 2 Using CleanersMate... 3 Initial Settings... 3 Clients... 3 Clients Summary Screen... 4 Adding a New Client... 4 Deleting an Existing Client... 4 Editing an Existing Client...
Microsoft Expression Web
Microsoft Expression Web Microsoft Expression Web is the new program from Microsoft to replace Frontpage as a website editing program. While the layout has changed, it still functions much the same as
10.3.1.6 Lab - Data Backup and Recovery in Windows XP
5.0 10.3.1.6 Lab - Data Backup and Recovery in Windows XP Introduction Print and complete this lab. In this lab, you will back up data. You will also perform a recovery of the data. Recommended Equipment
Outlook 2003 User Guide. April 15, 2004
Outlook 2003 User Guide April 15, 2004 PURPOSE OF THE DOCUMENT... 2 NAVIGATE OUTLOOK...3 Toolbars... 3 Menu Toolbar... 4 Standard Toolbar... 5 Outlook Bar... 6 Navigation Pane... 7 USING THE MAIL OPTION...
Creating a table of contents quickly in Word
Creating a table of contents quickly in Word This note shows you how to set up a table of contents that can be generated and updated quickly and easily, even for the longest and most complex documents.