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Outlook Introduction

Understand how to use Outlook for email, calendar, and task management.

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25 Lessons (80m)

Show lesson playlist
  • Description & Objectives

  • 1. How to Create and Add an Outlook Email Address to Your Profile

    04:21
  • 2. Adding Gmail

    06:08
  • 3. Moving Between Accounts

    03:03
  • 4. Understanding Data Files

    04:22
  • 5. Removing an Email Address from Your Profile

    01:21
  • 6. Navigation

    02:49
  • 7. Creating a New Email

    02:39
  • 8. Email Message Options

    03:50
  • 9. Adding Attachments

    01:11
  • 10. Saving and Editing a Draft Email

    03:59
  • 11. Delay Sending

    02:07
  • 12. Recall

    02:13
  • 13. Folders and Sorting

    05:44
  • 14. Reply Forward and Resend

    02:40
  • 15. Rules

    03:43
  • 16. Using Search

    01:44
  • 17. Out of Office Assistant

    01:36
  • 18. Signature

    02:59
  • 19. Calendar View Intro

    01:57
  • 20. Adding Appointments to Cal

    05:00
  • 21. Contacts

    03:22
  • 22. Adding Google Calendar

    01:46
  • 23. Timezones

    04:29
  • 24. Tasks

    05:25
  • 25. Assigning Tasks

    01:31

Delay Sending

  • Notes
  • Questions
  • Transcript
  • 02:07

Delay Sending

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Topics
Introduction to Finance Accounting Financial Modeling Valuation M&A and Divestitures Private Equity
Venture Capital Project Finance Credit Analysis Transaction Banking Restructuring Capital Markets
Asset Management Risk Management Economics Data Science and System
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Transcript

There may be times when you want to write an email, but you don't want to send it straight away. Maybe somebody is on holiday and you know they're gonna be away from the office for a couple of weeks. And you know that if you send the email now, it's gonna sit in the middle of a cluster of other emails that they're not gonna read until they get back. So you want it to arrive when they're back from holiday, they've had time to clear out their inbox, and it's gonna be fresh and ready then, okay? So if you want to do that, what you can do is use the delay delivery tool. So, go to options and select delay delivery. And in there you can specify the date, and the time when you want the email to be sent. So at the moment, this is today's date, the 12th of June, I'm going to make that the 12th of July, which is one month in my future, but probably in the past for you by the time you're looking at this. And I can also specify the time as well. So, maybe I want it to arrive early in the morning, maybe 9.30, so they've cleared out their morning inbox, and it pings on their screen during the morning, so that when they're fresh. Okay, that'll do for me. I also want it to be important, so I can specify the importance in here as well. I'll make it high importance, and I also want to know that they've read it as well. So, I'm going to click on request a read receipt for this message and hit close. Now all I have to do is hit send, and I can forget about it, okay. The other option, of course, is set yourself a task to write an email in two weeks' time. But that's kind of inefficient. You might get called out to a meeting. You might forget all those other things that can get in the way, okay? So, this just guarantees it's going to be sent at that particular moment in time. Now, the way you know that it's been sent, if you expand the email account you've been using, you can see you have an outbox in there. If you click on the outbox, you'll see that it's sitting there waiting to be sent at a point in time in the future. And when it's been sent, then it will leave the outbox, and that's when it will appear in your sent mail instead, okay?

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What is CPE?

CPE stands for Continuing Professional Education, by completing learning activities you earn CPE credits to retain your professional credentials. CPE is required for Certified Public Accountants (CPAs). Financial Edge Training is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.

What are CPE credits?

For self study programs, 1 CPE credit is awarded for every 50 minutes of elearning content, this includes videos, workouts, tryouts, and exams.

CPE Exams

You must complete the CPE exam within 1 year of accessing a related playlist or course to earn CPE credits. To see how long you have left to complete a CPE exam, hover over the locked CPE credits button.

What if I'm not collecting CPE credits?

CPE exams do not count towards your FE certification. You do not need to complete the CPE exam if you are not collecting CPE credits, but you might find it useful for your own revision.


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