13. Send and receive email messages

In this chapter

Image Create and send messages

Image Attach files and Outlook items to messages

Image Display messages and message attachments

Image Display message participant information

Image Respond to messages

Practice files

For this chapter, use the practice file from the Office2016SBSCh13 folder. For practice file download instructions, see the introduction.

Although Microsoft Outlook 2016 is an excellent tool for managing your schedule, contact records, and task lists, the primary reason most people use Outlook is to send and receive email messages. Over the past decade, email has become an important method of communication for both business and personal purposes. Outlook provides all the tools you need to send, respond to, organize, find, filter, sort, and otherwise manage email messages for one or more email accounts.

When creating email messages in Outlook, you can format the text, include images, attach files, and set message options such as voting buttons, importance, sensitivity, reminders, and message receipts.

Outlook has many features that make it easy to display and track information about the people you correspond with, particularly if your organization uses technologies that interact with Outlook such as Microsoft Exchange, SharePoint, and Skype for Business. These features include presence icons that indicate whether a person is online and available, and information cards that provide a convenient starting point for many kinds of contact.

This chapter guides you through procedures related to creating, sending, and displaying messages and message attachments; displaying message participant information; and responding to messages.

Create and send messages

If you have an Internet connection, you can send email messages to people within your organization and around the world by using Outlook, regardless of the type of email account you have. Outlook can send and receive email messages in three message formats:

Image HTML Supports paragraph styles (including numbered and bulleted lists), character styles (such as fonts, sizes, colors, weight), and backgrounds (such as colors and pictures). Most (but not all) email programs support the HTML format. Programs that don’t support HTML display these messages as Plain Text.

Image Rich Text Supports more paragraph formatting options than HTML, including borders and shading, but is compatible only with Outlook and Exchange Server. Outlook converts Rich Text messages to HTML when sending them outside of an Exchange network.

Image Plain Text Does not support the formatting features available in HTML and Rich Text messages, but is supported by all email programs.

Email message content isn’t limited to simple text. You can create almost any type of content in an email message that you can in a Microsoft Word document. Because Outlook 2016 and Word 2016 share similar commands, you might already be familiar with many processes for formatting content.

You can personalize your messages by using an individual font style or color and add a professional touch by inserting your contact information in the form of an email signature. (You can apply other formatting, such as themes and page backgrounds, but these won’t always appear to email recipients as you intend them to, and they can make your communications appear less professional.)


Image Tip

You can specify different email signatures for new messages and for replies and forwarded messages. For example, you might want to include your full name and contact information in the signature that appears in new messages, but only your first name in the signature that appears in replies and forwarded messages. For more information, see “Create and use automatic signatures” in Chapter 4, “Enhance message content,” of Microsoft Outlook 2016 Step by Step by Joan Lambert (Microsoft Press, 2015).


You can format the text of your message to make it more readable by including headings, lists, or tables, and you can represent information graphically by including charts, pictures, and other types of graphics. You can attach files to your message and link to other information, such as files or webpages.


Image See Also

For information about attaching files and other content to email messages, see “Attach files and Outlook items to messages” later in this chapter.


For the purposes of this book, I assume that you know how to enter, edit, and format content by using standard Word techniques, so I don’t discuss all of them in this book.


Image See Also

For extensive information about entering and editing content and about formatting content by using character and paragraph styles, Quick Styles, and themes, refer to Microsoft Word 2016 Step by Step, by Joan Lambert (Microsoft Press, 2015).


Creating an email message is a relatively simple process. You will usually provide information in the following fields:

Image To Enter the email address of the primary message recipient(s) in this field. This is the only field that is absolutely required to send a message.

Image Subject Enter a brief description of the message contents or purpose in this field. The subject is not required, but it is important to provide information in this field, both so that you and the recipient can identify the message and so that the message isn’t blocked as suspected junk mail by a recipient’s email program. Outlook will warn you if you try to send a message with no subject.

Image Message body Enter your message to the recipient in this field, which is a large text box. You can include many types of information, including formatted text, hyperlinks, and graphics in the message body.


Image Tip

In this chapter and throughout this book, for expediency’s sake, I sometimes refer to email messages simply as messages. When referring to other types of messages I use full descriptions such as instant messages or text messages to avoid confusion.


Create messages

Addressing an email message is easy: just insert the intended recipient’s email address (or name, if he or she is in your address book) into an address box in the message header of a message composition window.

You can enter email recipients into any of three address boxes:

Image To Use for primary message recipients. Usually, these are the people you want to respond to the message. Each message must have at least one address in the To box.

Image Cc Use for “courtesy copy” recipients. These are usually people you want to keep informed about the subject of the email message but from whom you don’t require a response.

Image Bcc Use for “blind courtesy copy” recipients. These are people you want to keep informed, but whom you want to keep hidden from other message recipients. Bcc recipients are not visible to any other message recipients and therefore aren’t included in message responses unless specifically added to one of the address boxes in the response message.

The To and Cc address boxes are always displayed in the message header. The Bcc address box is not displayed by default. You can display it in the message header by clicking the Bcc button, located in the Show Fields group on the Options tab of the message composition window.


Image Tip

Replying to or forwarding a received message automatically fills in one or more of the address boxes in the new message window. For information, see “Respond to messages” later in this chapter.


If your email account is part of a Microsoft Exchange network, you can send messages to another person on the same network by entering only his or her email alias—for example, joan; the at symbol (@) and domain name aren’t required. If you enter only the name of a person whose email address is in your address book, Outlook associates the name with the corresponding email address, a process called resolving the address, before sending the message.


Image Tip

Press Ctrl+K to initiate address resolution. For more information about keyboard shortcuts, see “Keyboard shortcuts” at the end of this book.


Depending on the method you use to enter a message recipient’s name or email address into an address box, Outlook either resolves the name or address immediately (if you chose it from a list of known names) or resolves it when you send the message.

The resolution process for each name or address has one of two results:

Image If Outlook successfully resolves the name or address, an underline appears below it. If the name or address matches one stored in an address book, Outlook replaces your original entry with the content of the Display As field in the contact record, and then underlines it.


Image See Also

For information about contact record fields, see “Save and update contact information” in Chapter 7, “Store and access contact information,” of Microsoft Outlook 2016 Step by Step by Joan Lambert (Microsoft Press, 2015).


Image If Outlook is unable to resolve the name or address, the Check Names dialog box opens, asking you to select the address you want to use.

Image

The Check Names dialog box might display No Suggestions, names that match the entry, or saved contact options

In the Check Names dialog box, you can select from the suggested options, or do any of the following:

• Click Properties to learn more about the selected option.

• Click Show More Names to display your default address book.

• Click New Contact to create a new contact record in your default address book, directly from the dialog box.

To open an email message composition window

1. Do either of the following:

• In any module, on the Home tab, in the New group, click the New Items button, and then click E-mail Message.

• In the Mail module, on the Home tab, in the New group, click the New Email button.

To enter an email address into an address box

1. In the message composition window, click in the To, Cc, or Bcc box, and then do any of the following:

• Enter the entire address.

• Enter part of a previously used address and then select the address from the Auto-Complete List that appears.

• Click the address box label to display the Select Names dialog box, in which you can select one or more addresses from your address book(s).


Image See Also

For information about the Auto-Complete List, see “Troubleshoot message addressing” later in this topic. For information about address books, see “Save and update contact information” in Chapter 7, “Store and access contact information,” of Microsoft Outlook 2016 Step by Step by Joan Lambert (Microsoft Press, 2015).


To enter a subject for an email message

1. In the message composition window, in the Subject box, enter the subject of the email message.

To enter content for an email message

1. In the message composition window, in the message body field, enter the content of the email message.

To format the content of an email message

1. In the message composition window, in the message body field, select the content you want to format.

2. Apply basic font and paragraph formatting from the Mini Toolbar that appears when you select the content, or from the Basic Text group on the Message tab.

Image

You can format message content in the message composition window just as you can in Word

Or

Do any of the following:

• Apply an extended range of font and paragraph formats from the Format Text tab.

Image

The Format Text tab provides additional font and paragraph formatting options

• On the Message tab, click the Basic Text dialog box launcher, or on the Format Text tab, click the Font dialog box launcher to open the Font dialog box. Apply the full range of font formatting, including character spacing, from this dialog box.

Image

Advanced options include expanding and condensing space between characters

Troubleshoot message addressing

Outlook 2016 includes many features intended to simplify the process of addressing messages to recipients. As with any tool, these features can sometimes be more difficult to use than you’d like. In this topic, I discuss troubleshooting tips for some common problems.

Troubleshoot the Auto-Complete List

As you enter a name or an email address into the To, Cc, or Bcc box, Outlook displays matching addresses in a list. You can insert a name or address from the list into the address box by clicking it or by pressing the arrow keys to select it and then pressing Tab or Enter.

Image

You can insert a recipient for the message from the Auto-Complete List

Sometimes the Auto-Complete List might contain incorrect or outdated addresses—for example, if you have previously sent a message to an incorrect email address, or if a person changes his or her email address. The list might also contain people with whom you no longer correspond. If you don’t remove incorrect or outdated addresses from the list, it can be easy to mistakenly accept Outlook’s suggestion and send a message to the wrong address.

You can modify the Auto-Complete List settings in the Outlook Options dialog box.

Troubleshoot address lists

When resolving email addresses, Outlook first searches your Global Address List (the corporate directory provided with an Exchange account, if you’re working with one), and then searches the contact records stored in the People module of your default account.

If you have multiple address lists, such as those in custom contact folders that you create or associated with additional email accounts that are configured in Outlook, you can specify the order in which Outlook searches for names and addresses, or you can exclude an address list from the search if you don’t want to accidentally resolve to an email address from that list.

Troubleshoot multiple recipients

By default, Outlook requires that you separate multiple email addresses with semicolons. If you separate multiple addresses by pressing the spacebar or the Enter key, Outlook replaces the space or return with a semicolon before sending the message. If you separate multiple addresses by using a comma (which might seem to be the more natural action), Outlook treats the addresses as one address and displays an error message when you try to send the message.

You can instruct Outlook to accept commas as address separators in the Outlook Options dialog box.


Image See Also

For more information, see “Configure Office and Outlook options” in Chapter 12, “Customize Outlook,” of Microsoft Outlook 2016 Step by Step by Joan Lambert (Microsoft Press, 2015).


To remove a name or email address from the Auto-Complete List

1. In the To, Cc, or Bcc box, enter the first letter or letters of a name or email address to display the Auto-Complete List of matching names and addresses.

2. In the list, point to the name or address you want to remove.

3. Click the Delete button (the X) that appears to the right of the name or address.

To open the Outlook Options dialog box

1. In any module, click the File tab to display the Backstage view, and then click Options.

To change the Auto-Complete List settings

1. Open the Outlook Options dialog box, and then click the Mail tab.

2. On the Mail page, scroll to the Send messages section.

3. Do any of the following:

• To prevent the Auto-Complete List from appearing when you enter an address, clear the Use Auto-Complete List to suggest names... check box.

• To remove all entries from the Auto-Complete List (and start the list from scratch) click the Empty Auto-Complete List button, and then click Yes in the dialog box that appears.

4. Click OK to apply the changes and close the dialog box.

Image

You can customize how Outlook resolves addresses

To use commas as a separator between email addresses

1. Open the Outlook Options dialog box, and then click the Mail tab.

2. On the Mail page, scroll to the Send messages section.

3. Select the Commas can be used to separate multiple message recipients check box.

4. Click OK to apply the changes and close the dialog box.

To change the order in which Outlook searches the address books

1. On the Home tab of any module, in the Find group, click Address Book to open the Address Book displaying your default address list.

2. In the Address Book window, on the Tools menu, click Options.

Image

You can designate the order in which Outlook searches for contacts in existing address books

3. In the Addressing dialog box, do one of the following:

• Click Start with Global Address List to have Outlook search first in your default Exchange account directory.

• Click Start with contact folders to have Outlook search first in the contact records in the People module of your default account.

• Click Custom, and then reorder address lists by clicking the list and then clicking the Move Up or Move Down button, to specify a custom search order.

4. In the Addressing dialog box, click OK. Then close the Address Book window.

To modify the address lists that Outlook searches

1. On the Home tab of any module, in the Find group, click Address Book.

2. In the Address Book window, on the Tools menu, click Options.

3. In the Addressing dialog box, click Custom to activate the buttons below the list. Then do any of the following:

• To search additional address lists, click Add. In the Add Address List dialog box, click the address list you want to add, click Add, and then click Close.

• To prevent Outlook from searching an address list, click the address list, and then click Remove.

• If you’re uncertain of the source of an address list, click the address list, and then click Properties to display the server address or account name and folder name of the address list.

4. In the Addressing dialog box, click OK. Then close the Address Book window.

Save and send messages

At regular intervals while you’re composing a message (every three minutes, by default), Outlook saves a copy of the message in the Drafts folder. This is intended to protect you from losing messages that are in progress. If you close a message that hasn’t yet had a draft saved, Outlook gives you the option of saving one. You can manually save a message draft at any time, and you can resume working on it later, either in its own window or directly in the Reading Pane. When you save a draft, the number in the unread message counter to the right of the Drafts folder in the Folder Pane increases. If the draft is in response to a received message, [Draft] appears in the message header of the received message.

Image

Locate a message draft in the Drafts folder or message list

When you send a message, Outlook deletes the message draft, if one exists, and moves the message temporarily to the Outbox. After successfully transmitting the message, Outlook moves it from the Outbox to the Sent Items folder. If a connectivity issue prevents Outlook from transmitting the message, it remains in your Outbox.


Image Tip

Each account you access from Outlook has its own Drafts folder and its own Sent Items folder. Outlook automatically saves draft messages and sent messages in the folders associated with the email account in which you compose or send the message. You can change the location in which Outlook saves message drafts from the Mail page of the Outlook Options dialog box. For more information, see “Configure Office and Outlook options” in Chapter 12, “Customize Outlook,” of Microsoft Outlook 2016 Step by Step by Joan Lambert (Microsoft Press, 2015).


To save a draft of an email message

1. In the message composition window, do either of the following to save a draft without closing the message:

• On the Quick Access Toolbar, click the Save button.

• Press Ctrl+S.

Or

1. At the right end of the title bar, click the Close button.

Image

If you close a message before sending it, Outlook prompts you to save a draft

2. In the Microsoft Outlook message box, click Yes to save a draft and close the message window.

To change how often Outlook automatically saves email message drafts

1. Open the Outlook Options dialog box, and then click the Mail tab.

2. On the Mail page, scroll to the Save messages section.

Image

You can customize how often and where Outlook saves message drafts

3. Do either of the following:

• In the Automatically save items that have not been sent after this many minutes box, change the number of minutes.

• Clear the Automatically save items that have not been sent after this many minutes check box to turn off automatic saving of message drafts.

4. Click OK to apply the changes and close the dialog box.

To modify an email message draft

1. Do either of the following in the Mail module to display the message draft in the Reading Pane:

• In the Folder Pane, click the Drafts folder, and then click the message you want to continue composing.

• If the draft is a response, right-click the received message in the Inbox, click Find Related, and then click Messages in this Conversation. Then click the message draft in the search results.

Image

You can find messages that are related to the selected message by conversation or sender


Image Tip

If you have a lot of message drafts in your Drafts folder, this can be the simplest method of locating a specific draft.


When you click the message in either message list, the message becomes active for editing in the Reading Pane, and a Message tool tab appears on the ribbon.

Image

You can edit message drafts directly in the Reading Pane

2. Do any of the following:

• Edit the message in the Reading Pane. The Message tool tab contains the most frequently used commands from the message composition window ribbon.

• In the upper-left corner of the Reading Pane, click the Pop Out button to open the message in a message composition window (with the full ribbon).

• In the message list, double-click the message header to open the message in a message composition window.

3. After you edit the message, you can send it or close it. If you close the message, it remains in the Drafts folder.

To send an email message

1. In the message composition window, do either of the following:

• In the message header, click the Send button.

• Press Ctrl+Enter. (The first time you press this key combination, Outlook asks whether you want to designate this as the keyboard shortcut for sending messages.)

2. The message window closes and the message is sent. If the message was saved in the Drafts folder, sending it removes it from the Drafts folder.

To verify that an email message was sent

1. In the Folder Pane of the Mail module, click the Sent Items folder to verify that the message is in the folder.

2. If the message is not in the Sent Items folder, check the Outbox folder.


Image Tip

If you want to send personalized copies of the same email message to several people, you can use the mail merge feature of Word 2016. For more information, refer to Microsoft Word 2016 Step by Step, by Joan Lambert (Microsoft Press, 2015).


Attach files and Outlook items to messages

A convenient way to distribute a file (such as a Microsoft PowerPoint presentation, Excel workbook, Word document, or picture) is by attaching the file to an email message. Message recipients can preview or open the file from the Reading Pane, open it from the message window, forward it to other people, or save it to their computers.

When Outlook is set to your default email app, you can email files by using several different methods:

Image From Outlook You can create a message, and then attach the file to the message. If the file you attach is stored in a shared location such as a OneDrive folder or SharePoint library, you have the option of sending a link rather than a copy of the file.

Image From an Office app You can send a document from Word, a workbook from Excel, or a presentation from PowerPoint while you’re working in the file. You have the option of sending a copy of the file as a message attachment or, if the file is stored in a shared location, you can send a link to the file.

Image From File Explorer You can send any file as an attachment directly from File Explorer. When sending pictures from File Explorer, you have the option of resizing the pictures to reduce the file size.

Image

The picture size options are always the same, so they might be larger or smaller than your original picture

After you attach a file to an email message by using any of these methods, and before you send the message, you can modify or remove the attachments. When you attach files that are from shared locations, a cloud symbol on the file icon indicates that the attachment is a link, rather than a copy of the file. If you want to send a copy of the online file, you can easily do so.

Image

The options for online files are different from those for local files

In addition to sending files, you can send Outlook items, such as email messages or contact records.

To attach a file to an outgoing email message

1. In the message composition window, do either of the following to display the Attach File menu:

• On the Message tab, in the Include group, click the Attach File button.

• On the Insert tab, in the Include group, click the Attach File button.

The Attach File menu includes a list of files you’ve worked with recently, and that are stored in locations Outlook can connect to.

Image

Cloud overlays indicate files that are stored online

2. On the Attach File menu, do any of the following:

• If the file you want to attach is in the list, click the file.

• At the bottom of the Insert File menu, click Browse Web Locations, and then click a connected online storage location to open the Insert File dialog box displaying the storage structure of that location. Browse to the file you want to attach, select it, and then click Insert.

• At the bottom of the Insert File menu, click Browse This PC to open the Insert File dialog box displaying your local storage structure. Browse to the file you want to attach, select it, and then click Insert.

The attached file or files appear at the bottom of the message header. If the file that you attached is stored online, the file icon includes a cloud.

Image

Information about file attachments is visible to the sender and to the recipient

To create an email message with an attachment from within an Office file

1. In the document, workbook, or presentation, click the File tab to display the Backstage view.

2. On the Share page of the Backstage view, click Email to display the email options.

Image

You can share an Office document as an attachment to an Outlook email message

3. In the Email pane, click Send As Attachment, Send a Link, Send as PDF, or Send as XPS to create an email message and attach the specified version of the file.


Image Tip

If you have an account with a fax service provider that permits the transmission of fax messages by email, you can click the Send As Internet Fax option and provide the fax number to address the message in the format required by the fax service. For example, if your fax service provider is Contoso and the fax number is (425)555-0199, the email might be addressed to [email protected]. The fax service relays the message electronically to the recipient’s fax number.


To create an email message with an attachment from File Explorer

1. Select the file or files you want to send.

2. Right-click the selected file or files you want to email, click Send to, and then click Mail recipient.

3. If the files are pictures, the Attach Files dialog box opens and provides the opportunity to reduce the file size. In the Picture size list, click a size to display an estimate of the total file size of the pictures at those maximum dimensions.

Image

Reducing picture size can significantly reduce the attachment size

4. After you specify the picture size if necessary, click Attach to create the message.

To attach a copy of an online file

1. Attach the file to the email message.

2. In the Attached area, point to the file attachment, click the arrow that appears, and then click Attach as copy to download a temporary copy of the file to your computer and attach that copy to the message.

To remove an attachment from an outgoing email message

1. In the Attached area, point to the file attachment, click the arrow that appears, and then click Remove Attachment.

To attach an Outlook item to an outgoing email message

1. In the message composition window, do either of the following to open the Insert Item dialog box:

• On the Message tab, in the Include group, click the Attach Item button, and then click Outlook Item.

• On the Insert tab, in the Include group, click the Outlook Item button.

Image

The Insert Item dialog box displays all the items in the folder, so it can be difficult to locate a specific item by using this method

2. In the Insert Item dialog box, browse to the message, calendar item, contact record, note, or task you want to send.

3. Click the item, and then click OK.

Or

1. In the Outlook program window, locate the item you want to send.

2. Right-click the item, and then click Forward.


Image See Also

For information about sending calendar information by email, see “Share calendar information” in Chapter 10, “Manage your calendar,” of Microsoft Outlook 2016 Step by Step by Joan Lambert (Microsoft Press, 2015).


Display messages and message attachments

Each time you start Outlook and connect to your email server, any new messages received since the last time you connected appear in your Inbox. Depending on your settings, Outlook downloads either the entire message to your computer or only the message header, which provides basic information about the message, such as:

Image The item type (message, meeting request, task assignment, and so on)

Image Who sent it

Image When you received it

Image The subject

Icons displayed in the message header indicate optional information such as:

Image The most recent response action taken

Image Whether files are attached

Image If the message has been digitally signed or encrypted

Image If the sender marked the message as being of high or low importance

The message list displays the message header information. You can open messages from the message list or display message content in the Reading Pane.


Image See Also

For information about changing the display of the message list or configuration of the program window elements, see “Work in the Mail module” in Chapter 2, “Explore Outlook modules,” of Microsoft Outlook 2016 Step by Step by Joan Lambert (Microsoft Press, 2015).


Display message content

You can display the content of a message by opening it in a message window. However, you can save time by reading and working with messages (and other Outlook items) in the Reading Pane. You can display the Reading Pane to the right of or below the module content pane.

If a message contains external content, which many marketing email messages do, the external content will be automatically downloaded only if your security settings are configured to permit this. Otherwise, you must give permission to download the external content.


Image Tip

If you find it difficult to read the text in the Reading Pane at its default size, you can change the magnification level of the Reading Pane content by using the Zoom controls located at the right end of the program window status bar. Changing the Zoom level is temporary and lasts only until you switch to a different message. The Zoom controls are available only for message content; they’re unavailable when you preview an attachment in the Reading Pane.



Image See Also

For information about modifying Reading Pane functionality, see “Configure Office and Outlook options” in Chapter 12, “Customize Outlook,” of Microsoft Outlook 2016 Step by Step by Joan Lambert (Microsoft Press, 2015).


To display the content of a message

1. In the Mail module, do any of the following:

• Open a message in its own window by double-clicking its header in the message list.

• Read a message without opening it by clicking its header once in the message list to display the message in the Reading Pane.

• Display the first three lines of each unread message under the message header by using the Preview feature.

Image

The message content is shown in the Reading Pane

To move through message content in the Reading Pane

1. In the Reading Pane, do any of the following:

• Scroll at your own pace by dragging the vertical scroll bar that appears at the right side of the Reading Pane.

• Move up or down one line at a time by clicking the scroll arrows.

• Move up or down one page at a time by clicking above or below the scroll box.

• Move up or down one page at a time by pressing the Spacebar. When you reach the end of a message by using this feature, called Single Key Reading, pressing the Spacebar again displays the first page of the next message. This option is very convenient if you want to read through several consecutive messages in the Reading Pane, or if you find it easier to press the Spacebar than to use the mouse.

Display attachment content

If a message has attachments, you can open or download them from the message window or Reading Pane. Outlook can also display interactive previews of many types of attachments, including Word documents, Excel workbooks, PowerPoint presentations, Visio diagrams, text files, XPS files, and image files.

If a preview app for a file type hasn’t been installed, Outlook won’t be able to preview a file of that type in the Reading Pane. You can display the apps that are used to preview files from the Attachment Handling page of the Trust Center window, which you open from the Outlook Options dialog box.


Image See Also

For information about Trust Center settings, see “Configure Office and Outlook options” in Chapter 12, “Customize Outlook,” of Microsoft Outlook 2016 Step by Step by Joan Lambert (Microsoft Press, 2015).


Image

You can view which apps are used to preview files in the Reading Pane, or turn off the Attachment Preview feature

Clicking certain types of attachments displays a warning message asking you to confirm that the content comes from a trusted source. You can approve the content on a case-by-case basis or give Outlook permission to skip the warning message for files of this type.

Image

Consider whether it is safe to dismiss warnings for the file type

Previewing a file can save you a great deal of time. You can interact with the preview in many ways, to the point that you might not have to take the time to open the file at all.

If you suspect that an attachment might contain a virus, and you have a reputable anti-malware program installed, you might want to download the file and scan it for viruses before you open it.

To preview the content of a message attachment

1. In the open message window or Reading Pane, click the attachment once. The Attachments tool tab appears on the ribbon, and a preview of the attachment appears in the message content pane or Reading Pane.

Image

You use the same techniques to preview and open attachments in the message window and Reading Pane

To work with attachment content in the preview

1. Display the attachment preview, and then do any of the following:

• Scroll vertically or horizontally through content.

• Point to comment markup in a Word document to display the full comment.

• Click worksheet tabs at the bottom of the preview area to switch between worksheets in an Excel workbook.

• Scroll vertically or click the Next button to move through slides in a PowerPoint presentation. Transitions and animations function in the preview area.

• When previewing a PowerPoint presentation, click the slides in the preview area to advance through the presentation, including all transitions and animations; or click the Next button (the arrow) at the bottom of the vertical scroll bar to advance through the presentation without displaying the animated elements.


Image See Also

For information about and tutorials for using PowerPoint 2016, refer to Microsoft PowerPoint 2016 Step by Step, by Joan Lambert (Microsoft Press, 2015).


• Click hyperlinks to open the target webpages or files, or click mailto links to create email messages.

To return from the attachment preview to the message content

1. Do either of the following:

• In the upper-left corner of the message header, click Back to message.

• On the Attachments tool tab, in the Message group, click the Show Message button. (The ScreenTip that appears when you point to the button says Return to Message.)

To open an attachment in the default app for that file type

1. In the message window or Reading Pane, do either of the following:

• In the message header, double-click the attachment.

• In the message header, click the attachment to display a preview. Then on the Attachments tool tab, in the Actions group, click Open.

To save an attachment to a storage drive

1. From the message window or Reading Pane, do either of the following:

• Point to the attachment, click the arrow that appears, and then click Save As.

• On the Attachments tool tab, in the Actions group, click the Save As button.

2. In the Save As dialog box, browse to the folder in which you want to save the file, and then click Save.

To save multiple attachments to a storage drive

1. From the message window or Reading Pane, do either of the following to display a list of all the files that are attached to the message:

• Point to any attachment, click the arrow that appears, and then click Save All Attachments.

• On the Attachments tool tab, in the Actions group, click the Save All Attachments button.

2. In the Save All Attachments list, all the attached files are selected by default. If you want to save only some of the files, click one file that you want to save, and then do either of the following:

• Press Shift+click to select contiguous files.

• Press Ctrl+click to select noncontiguous files.

Image

You can choose which attached files you want to save

3. When the files you want to save are selected in the list, click OK.

4. In the Save All Attachments dialog box, browse to the folder in which you want to save the files, and then click OK.

Display message participant information

After you receive a message (or after Outlook validates a recipient’s name in a message that you’re sending), you have access to contact information and a history of your communications with that person. There are three sources of information available in a message window: presence icons, contact cards, and the People Pane.

Outlook uses presence information provided by central administration server programs such as Office 365. If presence information is available, a square presence icon appears in the Reading Pane or message window to the left of each message participant’s name, and a rectangular icon to the left of each contact picture, when shown in a message.

The presence icon (casually referred to as a jelly bean or chiclet) is color-coded to indicate the availability or online status of the message participant as follows:

Image Green The person is online and available.

Image Red The person is busy, in a conference call, or in a meeting.

Image Dark red with a white bar The person does not want to be disturbed.

Image Yellow The person is away or has not been active online for a certain length of time (usually five minutes).

Image Gray The person is offline.

Image White The person’s presence information is not known.


Image Tip

This same set of presence icons is used in all Microsoft Office apps and on Microsoft SharePoint sites, to provide a consistent user experience. I don’t display the presence icons in all the graphics in this book, but I do display some in this topic.


Pointing to a message participant’s name displays an interactive contact card of information that includes options for contacting the person by email, instant message, or phone; for scheduling a meeting; and for working with the person’s contact record.

Image

You can initiate many types of communication from the contact card

Clicking the Open Contact Card button displays additional contact information and interaction options, and links to a more extensive range of information. From the expanded contact card, you can view the contact’s position within the organization and which distribution lists he or she is a member of.

Image

Pinning the contact card keeps it open even if you send or close the email message


Image Tip

A distribution list is a membership group created through Exchange and available from an organization’s Global Address List. You can’t create distribution lists, but you can create contact groups, which are membership groups saved in the Outlook Contacts module. For more information, see “Create contact groups” in Chapter 8, “Manage contact records,” of Microsoft Outlook 2016 Step by Step by Joan Lambert (Microsoft Press, 2015).


Clicking any of the blue links initiates contact with the person through the stored phone number or email address, initiates a meeting request, or, if the person is in your address book, opens his or her contact record.

The Organization tab displays information about the person’s manager and direct reports. The What’s New tab displays social updates. The Membership tab displays information about distribution lists the contact is a member of. This information is available only for Exchange accounts.

The People Pane is an optional pane that displays information about conversation participants and your past communications with them, at the bottom of the message window or Reading Pane. In Outlook 2016, the People Pane is hidden by default; you can display it by clicking Normal or Minimized in the People Pane list on the View tab of any module.

In its minimized state, the People Pane displays small thumbnails that represent each message participant. If a person’s contact record includes a photograph, the photo appears in the People Pane. If no photograph is available, a silhouette of one person represents an individual message participant, and a silhouette of three people represents a distribution list.

Image

The minimized People Pane shows small thumbnails of the conversation participants

You can expand the People Pane to display either large thumbnails or a tabbed breakdown of communications for each message participant.

Image

The expanded People Pane displays either participant images or a history of interactions with the selected participant

The All Items tab of the detailed view displays all your recent Outlook interactions with the selected person. If you’re looking for a specific item, such as a meeting request or a document attached to a message, you can filter the item list.

The People Pane displays past interactions only when the Cached Exchange Mode feature is enabled. If the expanded People Pane doesn’t display past information when you’re viewing an Exchange account message, the likely problem is that Cached Exchange Mode is not enabled.


Image Tip

The detailed People Pane is available for all types of email accounts. The images in this book depict the People Pane for an Exchange account.


To display a message participant’s contact information

1. Point to the person’s name to display a simple contact card.

2. In the contact card, click the Open Contact Card button to display a more extensive range of information and interaction options.

To initiate contact from a contact card

1. In the basic contact card, do any of the following:

• Click the Instant Message icon to initiate a Skype for Business message.

• Click the Phone icon to initiate a phone call through Skype for Business or your connected enterprise phone system.

• Click the Video icon to initiate a Skype for Business video chat.

• Click the Email icon to create a preaddressed email message form.

2. In the expanded contact card, click any blue link.

To expand the People Pane

1. Do any of the following:

• Click the Expand button at the right end of the pane.

• Drag the horizontal bar at the top of the pane.

• On the View tab of any module, in the People Pane list, click Normal.


Image Tip

The People Pane can occupy only a certain percentage of the message window, so the amount you can manually adjust the height of the People Pane to is dependent on the height of the message window.


To switch between detailed and simple views of the People Pane

1. Near the right end of the expanded People Pane header, click the Toggle button.

To filter the All Items list

1. Click the Mail, Attachments, or Meetings tab to display only interactions of that type.

To enable Cached Exchange Mode

1. On the Info page of the Backstage view of the Outlook program window, click Account Settings, and then in the list that appears, click Account Settings.

2. On the E-mail tab of the Account Settings dialog box, click your Exchange account, and then click Change.

3. On the Server Settings page of the Change Account wizard, select the Use Cached Exchange Mode check box, click Next, and then on the wizard’s final page, click Finish.

4. Exit and restart Outlook to implement the change.

Respond to messages

You can respond to most email messages that you receive by clicking a response button either in the Reading Pane, in the message window, or in the Respond group on the Message tab. You can respond to a message by replying to the sender, replying to all the message participants, replying with a meeting request, replying with an instant message, or forwarding the message.

When you choose one of the following options, Outlook creates a new message based on the original message and fills in one or more of the address boxes for you:

Image Reply Creates an email message, addressed to only the original message sender, that contains the original message text.

Image Reply All Creates an email message, addressed to the message sender and all recipients listed in the To and Cc boxes, that contains the original message text. The message is not addressed to recipients of blind courtesy copies (Bcc recipients).

Image Reply with Meeting Creates a meeting invitation addressed to all message recipients. The message text is included in the meeting window content pane. Outlook suggests the current date and an upcoming half-hour time slot for the meeting.

Image

A meeting invitation created from a message

Message replies include the original message header and text, preceded by a space in which you can respond. Replies do not include any attachments from the original message.

You can add, change, and delete recipients from any reply email before sending it.


Image Tip

When responding to an email message, take care to use good email etiquette. For example, if your response is not pertinent to all the original recipients of a message, don’t reply to the entire recipient list, especially if the message was addressed to a distribution list that might include hundreds of members. You can prevent other people from replying to all recipients of a message you send by addressing the message to yourself and entering other recipients in the Bcc box. Then the recipient list will not be visible to anyone.


You can forward a received message to any email address (regardless of whether the recipient uses Outlook) provided the message was not sent with restricted permissions. Outlook 2016 has the following message-forwarding options:

Image Forward Creates a new message that contains the text of the original, and retains any attachments from the original message.

Image Forward As Attachment Creates a blank message that contains no text but includes the original message as an attachment. The original message text and any attachments are available to the new recipient when he or she opens the attached message.

Both types of forwarded messages include the original message header and text, preceded by a space in which you can add information. Forwarded messages include attachments from the original message.

When you forward a message, Outlook does not fill in the recipient boxes for you.

If you reply to or forward a received message from within the message window, the original message remains open after you send your response. You can instruct Outlook to close original messages after you respond to them—you’ll probably be finished working with the message at that point.

If your organization has the necessary unified communications infrastructure, you may also have these additional response options:

Image Call or Call All Initiates a Voice over IP (VoIP) call from your computer to the phone number of the original message sender or sender and other message recipients.

Image Reply with IM or Reply All with IM Opens an instant messaging window with the message sender or sender and other recipients as the chat participants. You must enter and send the first message to start the IM session.


Image Tip

The response options available in your Outlook installation might vary from those described here. The available response options for your installation are available from the Respond group that is on the Message tab of the message window and on the Home tab of the program window.


Nonstandard messages have alternative response options, such as the following:

Image A meeting request includes options for responding to the request.

Image A task assignment includes options for accepting or declining the assignment.

Image If a message contains voting buttons, you can respond by opening the message, clicking the Vote button in the Respond group on the Message tab, and then clicking the response you want to send. Or you can click the InfoBar (labeled Click here to vote) in the Reading Pane and then click the response you want.


Image See Also

For information about meeting requests, see “Respond to meeting requests” in Chapter 15, “Manage scheduling.” For information about polling other Outlook users in your organization, see “Change message settings and delivery options” in Chapter 4, “Enhance message content,” of Microsoft Outlook 2016 Step by Step by Joan Lambert (Microsoft Press, 2015). For information about task assignments, see “Manage task assignments” in Chapter 11, “Track tasks,” of the same book.


To reply to an email message

1. At the top of the Reading Pane or in the Respond group on the Message tab, do either of the following:

• Click the Reply button to create a response already addressed to the original sender. If the message had been sent to any other people, the reply would not include them.

• Click the Reply All button to create a response already addressed to the original sender. If the message had been sent to any other people, the reply also includes them.

The RE: prefix appears at the beginning of the message subject to indicate that this is a response to an earlier message. The original message, including its header information, appears in the content pane, separated from the new content by a horizontal line.


Image Tip

Note that a Reply or Reply All response does not include attachments, even if there were attachments in the original message. (In fact, there is no indication that the original message had any.)


Image

Replying to a message generates a new message addressed to the original sender

2. At the top of the content pane, enter the text of your reply.

3. In the response header, click the Send button to send the reply. The original message remains open on your screen.

To forward an email message

1. At the top of the Reading Pane or in the Respond group on the Message tab, click the Forward button to create a new version of the message that is not addressed to any recipient. The FW: prefix at the beginning of the message subject indicates that this is a forwarded message.


Image Tip

Any files that were attached to the original message appear in the Attached box. The message is otherwise identical to the earlier response. You address and send a forwarded message as you would any other.


Image

Forwarding a message includes the attachments

2. At the top of the content pane, enter the text of your reply.

3. In the response header, click the Send button to send the reply. The original message remains open on your screen.

To have Outlook close messages after responding

1. Open the Outlook Options dialog box, and then click the Mail tab.

2. On the Mail page, scroll to the Replies and forwards section.

Image

You can customize how Outlook opens, closes, and formats replies and forwards

3. Select the Close original message window when replying or forwarding check box.

4. Click OK to apply the changes and close the dialog box.

Skills review

In this chapter, you learned how to:

Image Create and send messages

Image Attach files and Outlook items to messages

Image Display messages and message attachments

Image Display message participant information

Image Respond to messages

Image Practice tasks

The practice file for these tasks is located in the Office2016SBSCh13 folder. You can save the results of the tasks in the same folder.


Image Important

As you work through the practice tasks in this book, you will create Outlook items that might be used as practice files for tasks in later chapters. If you haven’t created specific items that are referenced in later chapters, you can substitute items of your own.


Create and send messages

Start Outlook, and then perform the following tasks:

1. Start a new email message. Begin entering your name or address in the To box, and notice the results that the Auto-Complete List provides. If you want to, remove one or more names or addresses from the list. (They’ll be added to the list again the next time you send messages to them.)

2. Create a new email message, and do the following:

• Address the message to yourself.

• In the Subject box, enter SBS Test.

• In the content pane, enter Welcome to Outlook!

• Format the word Welcome in bold font and the word Outlook in blue font.

3. Close the message window, and have Outlook save a draft copy of the message.

4. Open the Outlook Options dialog box. Locate the Auto-Complete List, comma separator, and AutoSave settings discussed in this chapter and make any changes that you want to the standard configuration. Then close the dialog box.

5. Display the Drafts folder, and edit your draft in the Reading Pane. Append Sincerely, and your name on separate lines at the end of the message. Then send the message.

6. Display the Address Book and find out what contact lists are available to you. If you want to, follow the procedures described in this chapter to change the order in which Outlook searches the address books. Then close the Address Book.

7. Display the Sent Items folder and verify that the SBS Test message was sent.

Attach files and Outlook items to messages

Start File Explorer, browse to the practice file folder, and then perform the following tasks:

1. From the practice file folder, open the AttachFiles document in Word. Enter your name in the Contact Information section and save the file. Then save a copy of the file in the same folder with the name AttachCopy.

2. In the AttachCopy document, display the Share page of the Backstage view. Send a PDF copy of the document to yourself. Then close the document.

3. Display your Outlook Inbox. Create a new email message, and do the following:

• Address the message to yourself.

• In the Subject box, enter SBS Attachment from Outlook.

4. In the message window, display the Attach File menu. Notice that the two files you worked with in Word are at the top of the list. Attach the AttachFiles document to your message. Then send the message to yourself.

5. Display the contents of the practice file folder in File Explorer. Select the AttachFiles and AttachCopy messages. Right-click the selection, click Send to, and then click Mail recipient to create a new message.

6. Address the message to yourself, and enter SBS Attachments from Explorer as the message subject. Then send the message.

Display messages and message attachments

Display your Inbox, and then perform the following tasks:

1. In your Inbox, locate the SBS Test message that you sent to yourself in an earlier practice task.

2. Display the message content in the Reading Pane, and magnify the Reading Pane content.

3. In your Inbox, locate the SBS Attachments from Explorer message.

4. Click the AttachFiles attachment to preview its content in the Reading Pane. Scroll through the document by using the tools that are available in the Reading Pane, and by pressing keyboard keys.

5. Return from the attachment preview to the message content.

6. Save the AttachFiles attachment from the message to the practice files folder with the name AttachCopy2.

Display message participant information

Display your Inbox, and then perform the following tasks:

1. In your Inbox, locate an email message from another person (preferably someone in your organization or who you have saved contact information for). Display the message in the Reading Pane.

2. In the Reading Pane, point to the sender’s name or email address. Notice the information that is displayed in the contact card. Then expand the contact card to display more information.

3. From the contact card, initiate an email message to the person. Then close the message window without sending it.

4. If you want to, turn on the display of the People Pane. Then experiment with the display of the People Pane in the Reading Pane and in received and outgoing message windows.

Respond to messages

Display your Inbox, and then perform the following tasks:

1. In your Inbox, locate the SBS Attachment from Outlook message that you sent to yourself in an earlier set of practice tasks. Using this email message, do both of the following:

• Reply to the message. Enter Test of replying in the message content, and then send it.

• Forward the message to yourself. Enter Test of forwarding in the message content, and then send it.

2. Open each of the received messages from your Inbox. Notice the difference between the message subjects, and that only the forwarded message contains the original attachment.

3. If you want to, follow the procedures in this chapter to change the way that Outlook handles received messages after you respond to them.

..................Content has been hidden....................

You can't read the all page of ebook, please click here login for view all page.
Reset