1FOR OFFICIAL USE ONLYFOR OFFICIAL USE ONLY

How To Add a CATMS Team Mailbox to

Your Outlook E-mail Profile

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Add a CATMS Team Mailbox to Your Outlook E-mail Profile

• CATMS automatically sends notification emails to your Outlook Inbox when a tasker in CATMS is assigned to you by name. However, the best practice is to assign Taskers to a Team (or Organization) for action by any member of that Team. To facilitate that process, Team E-mail boxes are created to ensure that e-mail notifications from CATMS are delivered to the Team mailbox for access by those individuals assigned to monitor tasker assignments for that Team.

• This How To will guide you through the steps to add the CATMS Team Mailbox to your Outlook E-mail Profile.

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Add a CATMS Team Mailbox to Your Outlook E-mail Profile1. Open Outlook and click on “File” in the top menu bar.

2. Click on “Account Settings” button

3. Select the “Account Setting” options from the drop down list to view the E-Mail Accounts window.

4. Click on your Exchange account to highlight it.

5. Click on the ”Change” button to view the Microsoft Exchange Settings window shown in the next slide.

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Add a CATMS Team Mailbox to Your Outlook E-mail Profile

1. Click the ”More Settings” button2. Click on the ”Advanced” tab.

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Add a CATMS Team Mailbox to Your Outlook E-mail Profile1. Click the ”Add” button. 2. Begin typing the email address or name of the CATMS Team mailbox you want to

add to your Outlook e-mail profile starting from the beginning. If part of the name or email address can be resolved, you will be given a list to choose from. Choose the mailbox you wish to add. (NOTE: If you do not know the Team mailbox email address, contact your local CATMS Administrator.)

3. Click on “OK”.

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Add a CATMS Team Mailbox to Your Outlook E-mail Profile

1. The Mailbox name will now appear in the window as shown below.2. Click “Apply”.3. Click “OK” to return to the Microsoft Exchange Settings window.4. Click “Next”.

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Add a CATMS Team Mailbox to Your Outlook E-mail Profile

1. Click “Finish”.

2. Click “Close” to close the Account Settings window.

3. Your new “CATMS Team Mailbox folder will now be displayed in the folder listing in the left navigation pane as shown in the screen shot below.

4. Click the right arrow to the left of the mailbox name to expand the folder and view the Inbox and all other folders.

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