How To
Customising Outlook
CCH Document Management
Colour Coding Filed Emails
Microsoft Outlook lets you use conditional formatting to highlight certain emails. This can be used to set either a colour and/or a font to identify which emails have been filed to Document Management. The steps required to do this are as follows.
- On the View tab click on the View Settings option to open the Advanced View Settings window. Click the Conditional Formatting... button.
- Click Add and type in the name you want for the rule, for example Filed to CCH DM.
- Next, click Font... and select the font, size and colour that you want filed messages to be shown with. Then click OK to return to the Conditional Formatting window.
- Finally, click Condition..., then select the Advanced tab.
- Use the Field dropdown in the bottom half of the window to select User-defined fields in Inbox > CCH.
- Use the dropdown in the Condition field to select equals, set the Value field to Yes, then click Add to List.
- Click OK three times to go back to your Inbox.
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