Liz has attended:
SharePoint course
A rule to copy selected sent items to a specific folder
Hello
I want to copy some of my sent message to a specific folder when I send them (rather than dragging them across from my sent folder)
I know how to creat a new category, but don't know how to select a category for a message I am sending. Ideally this would be a simple click. Then I could create a rule so that all messages I'd given the relevant category would be sent to my specific folder. How do I do this please?
RE: a rule to copy selected sent items to a specific folder
Hi Liz
Try this - create a rule Tools > Rules Wizard > New > Start from a blank rule > check messages after sending
then next
choose assigned to a specific category (and set your category)
then next
choose move a copy to the specified folder(and specify a folder)
then next
add an exception if you want
and next
finish and save your rule
Finally when you compose a message click on the options button. At the bottom of the Options dialog box you can choose a category to match your rule.
I hope this helps - let us know if you have any further questions.
Kind regards,
Andrew
Kind regards,
Andrew