EMAIL MANAGEMENT

Create an Automated Sorting Rule

Hello and welcome back! In this session, we’ll create an automated sorting rule.

The custom folders that store Weatherford Records are now under the Archives folder.

Step 1: right-click on a message in the Inbox or Sent Items folder. Navigate to, “Create Rule”. Select that option.

First Name.LastName@Weatherford.com Employee Name

Folder Title
Folder Title
Folder Title
Folder Title

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EMAIL MANAGEMENT
Create an Automated Sorting Rule

Step 2: The Rules Wizard appears. Explore the Wizard’s options in the primary menu.

(Be confident! Explore the conditions in the secondary menus! No changes will apply until you click, “OK”.)

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EMAIL MANAGEMENT
Create an Automated Sorting Rule Edit the automated sorting
Rules Wizard to choose a
destination folder.
Step 3: Explore the conditions options available to choose from.
For example: applying these
Select conditions to transfer messages to the best Archive folder conditions, all emails received
and click, “OK”. from our O365 Administrator
will be automatically filed
into: Archive\Email
Management Questions.

Remember:
the 180-Day Golden Rule does
Employee Name not run against the Archive
folder.

Employee Name

Employee Name

Use this Rule Wizard repeatedly to create rules that will lift and shift specific messages from the Inbox and
Sent Items folder to the Archive folder. Great job!
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