The rules wizard is a tool
that will help you organize your messages based upon the criteria that you
set. You can color, forward, move, or
delete messages based upon the criteria you set. Rules have three parts; the conditions that must be
met, the actions to be taken if the conditions are met, and the exceptions to
the conditions.
1. To open the Rules Wizard, select Rules Wizard under
the Tools menu. The following window
will open.
2. To create a new rule, click once on the ‘New…’
button. A new window will open.
3. There are two radio buttons at the top of the Rules
Wizard window. The first allows you to
select from templates which are listed in the box below the radio buttons. The second radio button allows you to create
your rule manually. I would recommend
that you use the templates when you can.
4. Select the appropriate template from the top
list. Each template has a description
listed below. Each description has
piece(s) that you need to add information to.
These pieces are in blue and underlined.
In the example above, “Move new messages from someone” is selected from
the first list. In the Rule description
box “people or distribution list” and “specified” are both in blue and
underlined therefore they both need you to add some information. To add the appropriate information, all you
need to do is click on the item(s) in blue and underlined and select what would
be appropriate. In this example, if I
clicked on “people or distribution list” the WCU address book opens and I would
get to select who I wanted my rule to apply to and if I clicked on
“specified” a list of all my available
folders would appear and I could select where I wanted the mail to end up.
5. When you are finished selecting your options, click once
on the Next button. The following window
will appear.
6. This window is verifying the choice of the “people or
distribution list” that you made in the previous step. If everything looks ok, then click once on
the Next button.
7. This window is confirming where you want the message
to end up (deleted, filed in a subfolder, etc.)
If this looks correct to you, then select the Next button.
8. This window is asking if there are any exceptions to
the rule. Check the boxes that are
appropriate. When you are finished,
select the Next button.
9. This last window is asking you to name the rule. The first check box is asking whether you
want the rule to be run on any existing messages in your inbox. The second check box asks whether you want
this rule to be turned on now or whether you want to turn it on yourself
later. When you have selected how you
want to answer these questions, click once on the Finish button. This will bring you back to the original
window. You should see your new rule in
the white box. If you want it activated,
be sure that it is checked and select the OK button.
Problems / Questions?
Call or e-mail IT Services
227-7ITS (227-7487)
itshelp@email.wcu.edu