Archive Training Follow Up
Questions and Extras for You
Thank you again for coming out to the Archive Training session.
We hope that you walked away excited about the opportunity to archive as well as having learned one or two new things about the archiving process.
As promised, here are a few items we promised to follow up on with you via email: Compacting your email, Saving Attachments and Emails as one file & SmarterMail.
It is mandated that all staff must watch the archiving Webinar before archiving.
Here is the path to the Archiving Webinar. Enjoy!
O:\OPERATIONS\General - Operations\Training\OMGA_ArchivingWebinar_15AP14
How to Compact Your Email
In your Outlook application:
Go to the menu bar and select Tools
Scroll down to Account settings...
The Account Settings window will pop up
Select the Data Files tab
Select your Personal Folder (email account) H:\System...
Click Settings just above it
Select the Compact button
Give it 20 mins (depending on how much you deleted) to process.
During this time you will not be able to access your email as it is processing your data file.
Saving Attachments within the Saved Email as a File
Open the email
Go to the Office button in top left hand corner
Scroll down to Save As...
Scroll to across and down to Convert to Adobe PDF
Select where you would like the PDF saved to
Give the file an appropriate name
An Adobe Acrobat window will open with your email saved as a page. To view the attachments, click the paperclip icon on the left hand side of the email displayed. Your file or files will be listed in the sidebar.
BONUS: If you need to send a file or store a file for use off site, you can upload it to your File Storage in SMARTERMAIL.
Simply click on the folder icon on the left hand side of the web page
Click on Root Folder
Select Action above it and scroll down to New Folder
Give it a name and click Save
Your folder will appear. Select your folder
Click Upload from the right hand pane of the web page
...and don't forget
With every professional training opportunity, each employee must fill out the Appendix D Professional Development form. The link is embedded below for your convenience.