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Creating a Personal Folder


Before you can create subfolders in your personal folders, you must first create the pst file.

1. From the File menu, point to New, then click Outlook Data File.

Outlook Data File

2. Select Office Outlook Personal Folders File (.pst) and click OK.

New Outlook Data File

3. In the Create or Open Outlook Data File dialog box, type a name for your file and click OK.

a. This is the file name for your data file; the name you would look for in Windows Explorer if you were searching for the file.

4. In the Create Microsoft Personal Folders dialog box, type a name for the folder and click OK.

a. This is the name that will appear in the Navigation Pane in Outlook.
b. You can also assign a password, if desired.

5. Your new folder will now appear in the Navigation Pane.

 

Creating Subfolders in your Personal Folders

Now that you have set up your pst file, you can create subfolders in which to move your messages.

1. Right-click the Personal Folders folder and click New Folder.

Personal Folder

2. Type a name for the subfolder. Verify that Personal Folders is selected and click OK.

Create Personal Folder

 

Moving Messages to Personal Folders Manually

There are three ways to move messages to your personal folders.

  • Select the message and drag it to the desired subfolder.
  • Right-click the message, and click Move to Folder. Select the folder to which you want to move the message, and click OK.
  • Open the message. On the Message tab, click Move to Folder, and select the folder to which you want to move the message.

 

Moving Messages to Personal Folders Using Rules

1. From the Tools menu, choose Rules and Alerts.

Rules and Alerts

2. Click New Rule.

New Rule

3. In Step 1: Select a template, select a template that moves messages to a folder.

Rules Wizard

4. Under Step 2: Edit the rule description, click an underlined value. For example, if you click the people or distribution list link, the Address Book opens. Then click Next.

Edit Rule Description

5. Under Step 1: Select condition(s), select the conditions that you want the messages to meet for the rule to apply.

Select Condition

6. Under Step 2: Edit the rule description, click an underlined value if you did not do so in Step 4, and then click Next.

Edit Rule Description

7. Under Step 1: Select action(s), select the action that you want the rule to take when the specified conditions are met.

Select Actions

8. Under Step 2: Edit the rule description, click an underlined value if you have not done so already, and then click Next.

Edit Rule Description

9. Under Step 1: Select exception(s), select any exceptions to the rule, and then click Next.

Select Exceptions

10. To finish creating the rule, enter a name for the rule, and then select any other options as needed. Click Finish.

Finish Rules Wizard

 

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