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Sharing outlook quick steps
Sharing outlook quick steps






sharing outlook quick steps sharing outlook quick steps

Select New Quick Step, and a sub-menu of Quick Step templates appears.ģ. A list drops down with two options: New Quick Step and Manage Quick Steps. In the Home tab of the Mail task, click the down arrow to the right of the Quick Steps box.Ģ. Just substitute “New Message” for reply in step #5 below. You would need a separate Quick Step for a new message. Note: the following creates a Quick Step for replying to a message. Suggested methods for automating Option 1 in Outlook 2013 Create a quick step to automatically add the BCC into the message. Grant everyone who will be sending mail from the account write permission to the Sent Items folder, and then periodically, the users who are sending mail can move these messages from their own Sent Items folder to the Sent Items of the shared account.

sharing outlook quick steps

This last step can be automated with a Rule. When sending or replying to mail, have the person add the shared account to the BCC field, and then move these messages from the shared Inbox to the shared Sent Items folder. Following are two suggested options for retaining a full record of communications in the account: 1. However, Office 365 saves the sent item in the users Sent Items folder and not the Sent Items folder of the shared account. Sent Items management After a user gets Send As access to the shared mailbox, they will be able to reply to and send messages from the account. If the right account name isn’t displayed in the From: field, click the selection arrow to its right, and select the proper source. When using Send As from a Shared account, the From: field should be visible. Send mail from the shared account When sending a new message or replying to an existing one, confirm that the From: field shows the proper source. This option will be on until you turn it off. Click From and BCC as you want to add them to the message view. To grant the Send As permission for other users, however, the person responsible for the account will contact the OIT Service Desk and request the permission to be added.Īdd From and/or BCC field to your view 1. As an “owner” of the account this person automatically has the ability to send mail from the account. This person is responsible for the account and can grant access to other WVU users to see and manipulate the content of the shared account. Who can grant access to a Shared Account? One person is granted Full Access to the account when it is set up in Office 365. Office 365 Sending Mail from a Shared Account Who can send mail from a shared account? Any user who has been granted Send As access to the account.








Sharing outlook quick steps