Difference between revisions of "Configuring Settings for the SmartSimple Outlook Synchronization Add-In"
Line 1: | Line 1: | ||
The following instructions show you how to set [[User|user]] information 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. | You only need to set these values the first time you use the '''Synchronization''' tool. | ||
Line 20: | Line 22: | ||
[[Image:Exc23.png]] | [[Image:Exc23.png]] | ||
+ | |||
+ | ==Configuring Outlook== | ||
+ | |||
+ | ===Creating a New 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. | ||
[[Category:SmartSimple Microsoft Outlook Synchronization]] | [[Category:SmartSimple Microsoft Outlook Synchronization]] |
Revision as of 15:17, 26 August 2013
The following instructions show you how to set user information for the SmartSimple Outlook Synchronization Add-In.
Contents
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.
- Click the Refresh button to validate the setting.
- Click the Close button.
If any of the values are incorrect the following message will be displayed.
Configuring Outlook
Creating a New 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.
- Select the level where you wish to add the new folder.
- Choose the File, New Folder menu.
- Type a folder name – be sure to include the word "smartsimple".
- Set the folder type to either Appointment items (for Calendar Synchronization) or Contact items (for Contact Synchronization).
- Click the Ok button.
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.
You can repeat the folder creation process with a new calendar folder.
Once complete you can use the View Folder List menu to hide the folder list.