Creating a Basic Rule

  1. Click Tools > Rules, then click New.

  2. Type a name in the Rule name field.

  3. Click the When event is pop-up list, then click an event to trigger the rule.

  4. If you clicked New Item, Startup, Exit, or User Activated, click one or more sources for the item. For example, click Received and Posted.

    or

    If you clicked Filed Item, Open Folder, or Close Folder, click the folder icon, click a folder, then click OK to display the folder name.

  5. Click one or more types of items you want the rule to act on in the Item Types list.

    If you want to further restrict the items affected by the rule, click Define Conditions, click the appropriate options, then click OK. For more information, see Limiting Items Affected by a Rule.

  6. Click Add Action, then click the action you want the rule to perform.

    Some actions such as Move to Folder and Reply require you to fill in additional information.

  7. Click Save.

For a rule to function, it must be enabled. See Enabling or Disabling a Rule.

For trademark and copyright information, see Legal Notices.