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Setting rules in Microsoft Outlook

It can be very helpful to set up rule in Outlook to automatically send listserv messages to a specified folder as to not clutter up your inbox on high traffic days.  To do this follow the steps below:

Create a rule from a message

You can create a rule directly from a message. For example, you can create a rule to automatically move messages from someone or email address to a specific folder.

  1. Right-click the message that you want to base the rule on, and then click Create Rule on the shortcut menu. In the Create Rule dialog box, select the check boxes for the options that are already filled in with information from your selected message.
  2. Select the Move the item to folder check box.
  3. Click an existing folder or click New to create a new folder to store the messages – in this case call it NGCOA Listserv.
  4. To add more conditions, actions, or exceptions to the rule, click Advanced Options, and then follow the rest of the instructions in the Rules and Alerts Wizard.

*Tip - To run the rule as soon as you create it, select the Run this rule now on the messages already in folder check box on the last page of the Rules and Alerts Wizard.  All the messages in your Inbox, or any folder that you choose, that meet the conditions and exceptions associated with the rule are moved to the specified folder. To test your new rule, open your new folder. Were the correct messages moved?

If at any time you need help please contact Thomas Smith at tsmith@ngcoa.org or 843-881-9956 ext.220


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