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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.
The '''SmartSimple Settings Options''' are displayed.
[[Image:Exc21Outlook-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:Exc22Exc28.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. * Click Drag the '''RefreshFolder''' button name to validate the settingrequired location on the '''Outlook''' sidebar.
{{PrevNextStart}} [[Image:Exc23.pngInstalling the SmartSimple Outlook Synchronization Add-In]]{{PrevNextMid}}[[Setting up a SmartSimple Enabled Calendar or Contact List in Outlook]] {{PrevNextEnd}}
[[Category:SmartSimple Microsoft Outlook Synchronization]]
