ibm web mail training for outlook and gmail users
DESCRIPTION
Learn how to use IBM Connections Web Mail, available on-premises and in the cloud at http://ibmsmartcloud.com/socialTRANSCRIPT
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IBM Web Mail Training for Outlook and Gmail Users
![Page 2: IBM Web Mail Training for Outlook and Gmail Users](https://reader034.vdocuments.net/reader034/viewer/2022051512/540d8f848d7f728d7e8b49e0/html5/thumbnails/2.jpg)
Home Page
Inbox
Calendaring
Instant Messaging
Contacts
Tricks
Agenda
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Home Page
Click the Mail icon to go to your inbox
Click the Mail icon to go to your inbox
Your activity stream shows all the
updates to content and people that you
follow
Your activity stream shows all the
updates to content and people that you
follow
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Inbox
Click on the column header to change the sort
Click on the column header to change the sort
Action BarHover over buttons to see popup helpButtons are dual buttons. Click on them and they bring up the default form. Click on the small triangle on the right side of the button and you will see a list of options.
Action BarHover over buttons to see popup helpButtons are dual buttons. Click on them and they bring up the default form. Click on the small triangle on the right side of the button and you will see a list of options.
Just start typing to locate something w ith
quick find
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Search
The search box is always on the top right in the toolbar
The search box is always on the top right in the toolbar
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SearchDefault search scope depends on what you have open. If you are in your mail, it will search all your mail. If you are in
your calendar, it will search your calendar. Click the down arrow to refine
the search scope
Default search scope depends on what you have open. If you are in your mail, it will search all your mail. If you are in
your calendar, it will search your calendar. Click the down arrow to refine
the search scope
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Show
Use Show button to show/hide preview pane and sidebar
Use Show button to show/hide preview pane and sidebar
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Preview
Click to hide, drag to re-size preview
pane
Click to hide, drag to re-size preview
pane
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Sidebar
Drag to expand sidebar
(open/thin/closed)
Drag to expand sidebar
(open/thin/closed)
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Day at a Glance
See your day at a glance
See your day at a glance
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Day at a Glance
Click the date to pull up a calendar and navigate to
a different day
Click the date to pull up a calendar and navigate to
a different day
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Home Page
Inbox
Calendaring
Instant Messaging
Contacts
Tricks
Agenda
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Unread Marks
Bold emails are unread. Toggle unread marks with Mark As button
Bold emails are unread. Toggle unread marks with Mark As button
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Viewing Attachments
Expand the Attachments section to download or view attachments
Expand the Attachments section to download or view attachments
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Reply Options
Reply optionsReply options
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Follow-up Flags
Set a flag to follow-up on an email
Set a flag to follow-up on an email
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Follow-up Flags
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Follow-up Flags
Flag is set. Sort inbox by flags or use Follow Up view
Flag is set. Sort inbox by flags or use Follow Up view
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Folders
Use the folder icon to move or copy an email to a Folder
Use the folder icon to move or copy an email to a Folder
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Folders
Select the folder and click OKSelect the folder and click OK
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Selecting Multiple Messages
Ctrl-click or Shift-click to select multiple
messages
Ctrl-click or Shift-click to select multiple
messages
Act on them all at onceDrag into a folder as a group Or Delete
Act on them all at onceDrag into a folder as a group Or Delete
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Sending email
Click New MessageClick New Message
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Addressing
Start typing in the To field for smart Type Ahead
Start typing in the To field for smart Type Ahead
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Addressing
Click To to search the address book
Click To to search the address book
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Addressing
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Signature
Set up your signature in Preferences – Mail - SignatureSet up your signature in Preferences – Mail - Signature
PreferencesPreferences
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Editing
Rich formatting tools are available from toolbar
Rich formatting tools are available from toolbar
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Save as Draft
Click Save as Draft if you want to come back and work on the email later
Click Save as Draft if you want to come back and work on the email later
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Delivery OptionsSet importance, request return
receipt, mark confidential, prevent copying and more...
Set importance, request return receipt, mark confidential,
prevent copying and more...
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Delivery Options
Keep private will prevent recipient from forwarding the content of the email to someone else
Keep private will prevent recipient from forwarding the content of the email to someone else
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Sending Email
Send or Send and file into a folder a the same time
Send or Send and file into a folder a the same time
In Preferences under Mail-General-Sending, you can select Save sent mail: Always keep a copy, Don't keep a copy, Always prompt
In Preferences under Mail-General-Sending, you can select Save sent mail: Always keep a copy, Don't keep a copy, Always prompt
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Home Page
Inbox
Calendaring
Instant Messaging
Contacts
Tricks
Agenda
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Responding to Invitations
Response buttonsResponse buttons
Accept – puts on calendar and sends response back to chair
Decline – sends decline notice back
Tentatively Accept-pencils it into your calendar
Delegate-lets you to send the invite to someone else
Accept – puts on calendar and sends response back to chair
Decline – sends decline notice back
Tentatively Accept-pencils it into your calendar
Delegate-lets you to send the invite to someone else
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Responding to Repeating Meetings
Declining a repeating meeting invitation will decline the entire string.
If you want to only decline some of the repeating meetings, accept the main invitation and decline the individual instances you cannot attend
Declining a repeating meeting invitation will decline the entire string.
If you want to only decline some of the repeating meetings, accept the main invitation and decline the individual instances you cannot attend
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Responding to Invitations
Click to AcceptClick to Accept
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Meeting Notices
Depending on Preference settings, the invitation may stay in inbox marked accepted
Depending on Preference settings, the invitation may stay in inbox marked accepted
Remove processed invitations automatically by setting preference:
Preferences- Calendar- Display - Displaying Calendar Entries in Mail Views - Remove Meeting invitations from inbox after you've responded to them
You can also use the delete key to remove notices from the inbox
Remove processed invitations automatically by setting preference:
Preferences- Calendar- Display - Displaying Calendar Entries in Mail Views - Remove Meeting invitations from inbox after you've responded to them
You can also use the delete key to remove notices from the inbox
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Creating Calendar Entries
Switch to your calendarSwitch to your calendar
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Creating Calendar Entries
Double-click on the time slot in the Calendar or Click New
Double-click on the time slot in the Calendar or Click New
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Calendar Entry Types
Default type is defined in Preferences
Default type is defined in Preferences
Meeting: allows you to invite others
Appointment: is for you alone
All Day Event: shows in your calendar for the entire day and blocks your free time by default
Anniversary: allows you to easily enter an event that repeats yearly
Reminder: lets you pin something to your calendar and set an alarm, it does not block your free time
Meeting: allows you to invite others
Appointment: is for you alone
All Day Event: shows in your calendar for the entire day and blocks your free time by default
Anniversary: allows you to easily enter an event that repeats yearly
Reminder: lets you pin something to your calendar and set an alarm, it does not block your free time
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Time Zones
You can specify the time zone of the meeting start and end times
You can specify the time zone of the meeting start and end times
Toggle Show/Hide time Zone controlToggle Show/Hide time Zone control
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Add Invitees
Add InviteesAdd Invitees
Add other invitee types. Optional and FYI invitees will not be included in a free time search. FYI invitees will not be able to accept the invitation
Add other invitee types. Optional and FYI invitees will not be included in a free time search. FYI invitees will not be able to accept the invitation
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Select Calendar Options
Select OptionsSelect Options
Categorize with keywords that will help you find your meeting when you search
Categorize with keywords that will help you find your meeting when you search
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Find Available Time
Click find Available Time to do a free time search
Click find Available Time to do a free time search
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Find Available Time
Slide to a time where everyone is availableSlide to a time where everyone is available
Expand Recommended Times view to have system suggest times
Expand Recommended Times view to have system suggest times
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Send Invitations
Save and Send InvitationsSave and Send Invitations
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Home Page
Inbox
Calendaring
Instant Messaging
Contacts
Tricks
Agenda
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Instant Messaging
Click Sametime Contacts to access instant messaging contact list
Click Sametime Contacts to access instant messaging contact list
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Instant Messaging
The gear gives you access to Actions and Preferences
The gear gives you access to Actions and Preferences
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Instant Messaging
See the person's availability
Double-click a name to start a chat
See the person's availability
Double-click a name to start a chat
Start typing a name into the search bar to find someone quickly
Start typing a name into the search bar to find someone quickly
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Instant Messaging
Change my statusChange my status
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Home Page
Inbox
Calendaring
Instant Messaging
Contacts
Tricks
Agenda
![Page 52: IBM Web Mail Training for Outlook and Gmail Users](https://reader034.vdocuments.net/reader034/viewer/2022051512/540d8f848d7f728d7e8b49e0/html5/thumbnails/52.jpg)
Add Sender to Address Book
Click More and then Add Sender to ContactsClick More and then Add Sender to Contacts
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Open Address Book
Click Contact icon to open address bookClick Contact icon to open address book
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Contacts
ViewsViews
Open Contacts that have been delegated to youOpen Contacts that have been delegated to you
Add a new contact or create a personal groupAdd a new contact or create a personal group
Forward contact(s) to othersForward contact(s) to others
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Home Page
Inbox
Calendaring
Instant Messaging
Contacts
Tricks
Agenda
![Page 56: IBM Web Mail Training for Outlook and Gmail Users](https://reader034.vdocuments.net/reader034/viewer/2022051512/540d8f848d7f728d7e8b49e0/html5/thumbnails/56.jpg)
Delegate Access to your Mail, Calendar or Contacts
Select Delegation Select Delegation
Open your PreferencesOpen your Preferences
Add Person or GroupAdd Person or Group
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Delegate Access to your Mail, Calendar or Contacts
Set how much access you want the person to haveSet how much access you want the person to have
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Mail Rules
To get the mail rules interface expand Tools and click Rules
To Create a rule, click New Rule in the action bar
To get the mail rules interface expand Tools and click Rules
To Create a rule, click New Rule in the action bar
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Setting Out of Office
Open Out of Office in Action bar under MoreOpen Out of Office in Action bar under More
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Setting Out of Office
Tab through and configure the settings, then click Enable & Close
Tab through and configure the settings, then click Enable & Close
Can use if you are going out of the office for just a couple of hours
Can use if you are going out of the office for just a couple of hours
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Copy an email to a Calendar Entry
Calendar entry will be pre-populated with contents of email and everyone on the email will be added to the invitee list
Calendar entry will be pre-populated with contents of email and everyone on the email will be added to the invitee list
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Automatically Include Conference Call Bridge on Invites
Enter it under Preferences – Calendar – Meeting
When creating invite click “Add: Call In Number”
Enter it under Preferences – Calendar – Meeting
When creating invite click “Add: Call In Number”
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Q&A