View source for Configuring Settings for the SmartSimple Outlook Synchronization Add-In

The following instructions show you how to set [[User|user]] information for the SmartSimple Outlook Synchronization Add-In.

==Configuring the Add-In==

You only need to set these values the first time you use the '''Synchronization''' tool.

* Click the '''SmartSimple Settings''' button.

The '''SmartSimple Settings Options''' are displayed.

[[Image:Outlook-BlankSettingsPage.png|link=]]
 
* Enter your [[Username|username]], [[Password|password]], company [[Alias|alias]] and [[URL]].
* If your organization uses the "[[Enable SSL]]" setting, check the SSL box. (Your SmartSimple URL will start with "http'''s''':" if SSL is used.)

[[Image:Outlook-CompleteSettingsPage.png|link=]]
 
* Click the '''Verify''' button to validate the setting.

* Click the '''OK''' button.

If any of the values are incorrect the following message will be displayed on the Settings page.

[[Image:Outlook-NotVerified.png|link=]]

==Configuring Outlook==

===Creating a New Outlook Folder===

Displaying the '''Outlook folder''' list before you create the folder makes it easier to see where the folder will be created.

* If the folder list is not displayed, choose the '''View Folder List''' [[Menu|menu]].

[[Image:Exc24.png]]
 
* Select the level where you wish to add the new folder.

* Choose the '''File''', '''New Folder''' [[Menu|menu]].

[[Image:Exc25.png]]
 
* Type a folder name – be sure to include the word "smartsimple".

[[Image:Exc26.png]]
 
* Set the folder type to either '''Appointment''' items (for Calendar Synchronization) or '''Contact''' items (for Contact Synchronization).

[[Image:Exc27.png]]
 
* Click the '''Ok''' button.

[[Image:Exc28.png]]
 
The folder icon will indicate either contacts or appointments.

===Creating a Shortcut on your Outlook Sidebar===

You can drag the folder name to the '''Outlook''' sidebar to create a shortcut.  This will make it easier to locate the folder in the future.

* Drag the '''Folder''' name to the required location on the '''Outlook''' sidebar.

[[Image:Exc29.png]]
 
You can repeat the folder creation process with a new calendar folder.

[[Image:Exc30.png]]
 
Once complete you can use the '''View Folder List''' [[Menu|menu]] to hide the folder list.

{{PrevNextStart}} [[Installing the SmartSimple Outlook Synchronization Add-In]]
{{PrevNextMid}}[[Setting up a SmartSimple Enabled Calendar or Contact List in Outlook]] {{PrevNextEnd}}

[[Category:SmartSimple Microsoft Outlook Synchronization]]