LoboMail 110: Getting Started with Email For more information, contact the UNM IT Service Desk at: https://help.unm.edu or call 277-5757
Topics Reading, replying, and managing email Reading email and the Reading Pane Opening and saving attachments How to reply, forward, save, and delete mail Recovering deleted mail from the Delete Items folder Recover or Purge deleted mail after emptying the Delete Items folder Folders, categories, and flags Writing email How to write a new email Adding and removing recipients Formatting Adding a signature Adding attachments Advanced topics Mailbox filters Vacation message and auto-replies Additional resources 2
READING, REPLYING, AND MANAGING EMAIL 3
1. Favorites Folders that you use the most. You can add folders to Favorites. 2. Inbox and folders Folders copied from your Webmail and Groupwise accounts. 3. Navigation box Go to Mail, Calendar, Contacts or Tasks. 4. Mail List Can be sorted, filtered, and searched. You can turn Conversation View on and off 5. Reading Pane Can be located on the right, bottom, or turned off 6.. 1 2 5 4 3
5 Reading Email 1. Click on the email you want to read, or double click to open in a new tab/window. 2. The message appears in the reading pane. The reading pane can be moved (under View menu) 3. After reading the message you can Reply, Reply All, Forward, or 4. Delete note that delete is over the message list, not inside the message itself as the others are. 4 1 3 2
View View offers two settings: 1. Group by Conversations 2. Reading Pane It is recommended you turn the Conversion View off by clicking on the check mark next to Use Conversations. Conversations will thread your email, listing replies to an email below it. The Reading Pane, or preview pane may be moved to the Bottom or turned Off. If you receive email with sensitive information you may want to turn the reading pane off as incoming mail is automatically displayed in the reading pane. 6
The Message List 1. The Message List Toolbar. 2. The Message List. 3. The message list Sort options. 1 Message list Sort options; 3 2 7
Filter Message List Filter: You can filter your email list to show only the items you wish to see. Category You can place any email, task or meeting into a category and then filter for different categories. Flagged You can flag any email to make it High Importance. Any item that is flagged will be added to your Tasks list. High Importance You can filter your message list to only show items that have been marked as highly important. Attachments You can filter your message list to only show items that have attachments. Clear your filter by clicking on the funnel with the red X Icon. Save filters to your Favorites by clicking on the new folder icon and naming the filter. Now the filter can just be clicked on. To clear click on Outlook at the top of the page.
Attachments 1. You will know an email has an attachment by the little paper clip in the upper right hand corner of the email in your message list 2. Open the email and the attachment appears in the body of the email. 3. You can click on the name of the attachment and it will open in the appropriate Office utility, or you can click on the [Open in Browser] and it will open in a new browser window. 4. You can also right click on the attachment and a File Download window will pop up offering the choice of Open, Save or Cancel. 1 2 4 9
Reply, Reply All and Forward an email To reply, reply all or forward an email: 1. Select the message in the message list or open the message. 2. To reply to the sender: On the toolbar, click Reply or in the reading pane click on the single purple arrow 3. To reply to the sender and all other recipients: On the toolbar, click Reply All or in the reading pane click on the double purple arrow 4. To Forward an email: On the toolbar, click Forward or in the reading pane click on the blue arrow In all reply cases, a new message will appear addressed to the sender or the sender and all other recipients of the original message. When forwarding you must type in the email address of the recipient. When you're ready to send your reply, click Send on the toolbar or press ALT+S. 10
11 Saving/Filing Email 1. In the message list, drag the message to the folder you want to file it in 2. Create new folders as needed, and put them in the Favorites list if you use them all the time 1 2
Delete Email To delete an email you can: The message appears in the reading pane. The reading pane can be moved (under View menu) 1. Right click on the email in the message list and select Delete 2. Or you can highlight the email by clicking on it and then clicking on in the message list toolbar. 3. Or you can drag and drop the email into the Deleted Items folder. 2 1 3 12
Recover deleted e-mail You can recover any e-mail you have deleted by opening the Delete Items Folder 1. Click on the item to be recovered and drag and drop in the destination folder. 2. Or right click on the email and choose Move to Folder or Copy to Folder and select the folder in which you want it stored. 1 2 3 13
Empty Deleted Items Since you have a finite amount of space in your account and it will cease to function if you exceed your quota, you may wish to empty your deleted folder occasionally. 1. Right click on the Deleted Folder and choose Empty Deleted Items 2. To undo this action choose Recover Deleted Items 1 2 14
Recover or Purge Deleted Items When you right click on the Deleted Folder and choose Recover Deleted Items after Empty Deleted Items a Recover Deleted Items window will pop up with the list of items that have been emptied from your Deleted folder. 1 2 Recover Deleted Items: 1. Click on the Items you want to either recover. (Hold shift key to select multiple items) Click on the envelope with the backwards arrow to recover items. You will be prompted to choose a folder or create a new folder. Purge Deleted Items. 2. To permanently purge deleted items click on the symbol. This will permanently remove these items from your account and will no longer be recoverable. 15
Folder Options Right Click on or any folder to see the options. 1. Open the folder is opened when you click on it. 2. Add/Remove from Favorites. 3. Create New Folder. 4. Empty Folder. Practice: Right click on Inbox. Click on Create New Folder and name it. Right click on your new folder and Add to Favorites The folder has moved up to your Favorites area. Right click on the new folder and Remove from Favorites The folder has moved back down to your Inbox. Right click on the folder and Delete The folder and all its contents are moved to the Deleted Items folder. 16
Category You can place any message, task or meeting into a category; 1. Click on the small rectangle on the right of the email. 2. Check the Category you want to apply to the email message. 1 2 17
Manage Categories You can create new categories and delete unwanted categories by opening the categories menu (rightclick the category bar in the list view, or click the category icon on an email) and selecting Manage Categories. You can Create New Category 1. Give your new category a name. 2. Select a color for you new category. You can Change Category Color 1. Click on an existing Category and click Change Category Color 2. Select a color for you new category and click OK 18
Flagging Items You can Flag messages, tasks or meetings. 1. Click on an email, task or meeting. 2. Click on the little flag on the upper right corner. 3. The item is now flagged and can be filtered for. Note: Flagged items will show up in your Task list. 1 Practice: Send yourself some email, and reply to it. Send your neighbor some email. Categorize one of the emails. Flag one of the emails, then open Tasks and confirm that it is listed there 19
WRITING EMAIL 20
21 Send Email 1. Click New in the Message list tool bar. 2. A new message window will pop up. 3. Enter the email address(es), The subject and the message text. 4. To Blind Copy double click on the CC (or go to Options, Settings, Mail and check the Always show Bcc in the message format box) 5. Click on Send. 1 2 5 3 4
EMAIL OPTIONS 22
Options Menu 1. Click Options on the upper right corner. 1 23
Options: See all Options 1. Click on See All Options 1 24
Organize E-Mail: Inbox Rules 25
Organize E-Mail: Inbox Rules: The easiest way to create a rule for email is to right click on the email. 1 2 Practice: Right click on an email and choose Create Rule The sender s address and the subject line will be automatically filled in. 1. Choose one of the Apply this rule. options. 2. Select a Do the following: option. 3. Click Save 3 26
Organize E-Mail: Automatic Replies 1. Select Send Automatic Replies. 2. Check Send Replies only during and choose a Start time and an End time. 3. Type in the message you want to atomically send when you receive an email. 4. Click Save (Do not save rules in the training accounts) 1 2 3 4 27
Settings: E-Mail Signature Create an E-Mail signature: 1. Type in the signature you want to attach to any email you send. You can choose fonts and size. 2. Click Save (Do not save signatures in the training accounts) 1 2 28
Settings: Message Format and Options Below the e-mail signature box are the Message Format options. 1. Message Format: Show Bcc and From address. 2. Message Options: Set notification options and how to handle Deleted Items. 1 2 29
ADDITIONAL RESOURCES
Still have questions? Over 80 answers on FastInfo, and more coming every day (http://fastinfo.unm.edu) Online training videos at Lynda.com (http://lynda.unm.edu ) Getting Started guides on LoboMailInfo website (http://lobomailinfo.unm.edu/training.html ) Microsoft O365 site (http://help.outlook.com/enus/140/cc875966.aspx ) 31
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Contact Us Please contact the UNM IT Service Desk via Help.UNM or 277-5757 with questions or issues. FastInfo at https://fastinfo.unm.edu - Knowledge Base Search: LoboMail Help.UNM at https://help.unm.edu - Electronic Service Requests 34