Difference between revisions of "Configuring Settings for the SmartSimple Outlook Synchronization Add-In"

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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.
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==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.
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[[Image:Exc23.png]]
 
[[Image:Exc23.png]]
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==Configuring Outlook==
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===Creating a New Folder===
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Displaying the '''Outlook folder''' list before you create the folder makes it easier to see where the folder will be created.
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* If the folder list is not displayed, choose the '''View Folder List''' [[Menu|menu]].
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[[Image:Exc24.png]]
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* Select the level where you wish to add the new folder.
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* Choose the '''File''', '''New Folder''' [[Menu|menu]].
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[[Image:Exc25.png]]
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* Type a folder name – be sure to include the word "smartsimple".
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[[Image:Exc26.png]]
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* Set the folder type to either '''Appointment''' items (for Calendar Synchronization) or '''Contact''' items (for Contact Synchronization).
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[[Image:Exc27.png]]
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* Click the '''Ok''' button.
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[[Image:Exc28.png]]
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The folder icon will indicate either contacts or appointments.
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===Creating a Shortcut on your Outlook Sidebar===
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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.
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* Drag the '''Folder''' name to the required location on the '''Outlook''' sidebar.
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[[Image:Exc29.png]]
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You can repeat the folder creation process with a new calendar folder.
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[[Image:Exc30.png]]
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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.

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.

Exc21.png

Exc22.png

  • 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.

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.

Exc24.png

  • Select the level where you wish to add the new folder.
  • Choose the File, New Folder menu.

Exc25.png

  • Type a folder name – be sure to include the word "smartsimple".

Exc26.png

  • Set the folder type to either Appointment items (for Calendar Synchronization) or Contact items (for Contact Synchronization).

Exc27.png

  • Click the Ok button.

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.

Exc29.png

You can repeat the folder creation process with a new calendar folder.

Exc30.png

Once complete you can use the View Folder List menu to hide the folder list.

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