using your yellowbook email client -...

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Custom Website Email Accounts Using Your Yellowbook Email Client I. Opening an Email Account .................................................................................................................. 2 II. Using Your Email ...................................................................................................................................... 3 II.0. Mail ................................................................................................................................................... 3 II.0.1. Mail Tab Buttons ......................................................................................................................... 3 II.0.2. Content Pane Header Bar ....................................................................................................... 4 II.0.3. Folders ......................................................................................................................................... 4 II.1. Compose ........................................................................................................................................... 5 II.1.1. Compose Buttons ...................................................................................................................... 5 II.1.2. Compose Headers .................................................................................................................... 6 II.2. Address Book .................................................................................................................................... 6 II.2.1. Address Book Buttons ................................................................................................................ 6 II.2.2. Folders ......................................................................................................................................... 7 II.2.3. New Contact ............................................................................................................................. 7 II.2.4. New Contact Group ................................................................................................................. 8 II.2.5. New Address Book..................................................................................................................... 9 III. Setting Email Preferences ................................................................................................................... 9 III.0. General .............................................................................................................................................. 9 III.1. Mail ................................................................................................................................................... 10 III.1.1. Composing ............................................................................................................................... 11 III.1.2. Signatures.................................................................................................................................. 11 III.1.3. Accounts ................................................................................................................................... 11 III.1.4. Filters .......................................................................................................................................... 12 III.2. Address Book .................................................................................................................................. 12 III.3. Import / Export ................................................................................................................................ 12 III.4. Shortcuts .......................................................................................................................................... 13

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Page 1: Using Your Yellowbook Email Client - …legacy.ybsitecenter.com/.../as/36181/1501244-CWEmailAccountsv1.1.pdf · To = Enter the email address of the person or persons to whom you are

Custom Website Email Accounts

Using Your Yellowbook Email Client I.  Opening an Email Account .................................................................................................................. 2 II.  Using Your Email ...................................................................................................................................... 3 

II.0.  Mail ................................................................................................................................................... 3 II.0.1.  Mail Tab Buttons ......................................................................................................................... 3 II.0.2.  Content Pane Header Bar ....................................................................................................... 4 II.0.3.  Folders ......................................................................................................................................... 4 

II.1.  Compose ........................................................................................................................................... 5 II.1.1.  Compose Buttons ...................................................................................................................... 5 II.1.2.  Compose Headers .................................................................................................................... 6 

II.2.  Address Book .................................................................................................................................... 6 II.2.1.  Address Book Buttons ................................................................................................................ 6 II.2.2.  Folders ......................................................................................................................................... 7 II.2.3.  New Contact ............................................................................................................................. 7 II.2.4.  New Contact Group ................................................................................................................. 8 II.2.5.  New Address Book ..................................................................................................................... 9 

III.  Setting Email Preferences ................................................................................................................... 9 III.0.  General .............................................................................................................................................. 9 III.1.  Mail ................................................................................................................................................... 10 

III.1.1.  Composing ............................................................................................................................... 11 III.1.2.  Signatures.................................................................................................................................. 11 III.1.3.  Accounts ................................................................................................................................... 11 III.1.4.  Filters .......................................................................................................................................... 12 

III.2.  Address Book .................................................................................................................................. 12 III.3.  Import / Export ................................................................................................................................ 12 III.4.  Shortcuts .......................................................................................................................................... 13 

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Custom Website Email Accounts

I. Opening an Email Account a. Open the Yellowbook email indicating your website has been published

b. Locate and open the Email link in the Email section

https://webmail.ybbizclassemail.com c. Enter the User ID and Password provided in the email into the Collaboration Suite login

window that appears and click “Log In”

d. The email client will open to the Inbox

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Custom Website Email Accounts

II. Using Your Email

II.0. Mail

II.0.1. Mail Tab Buttons

a. New

1. Message = Create a new email Message. 2. Contact = Create a new Contact in the Address Book. 3. Contact Group = Create a new Contact Group in the Address Book. 4. Folder = Create a new Folder. 5. Address Book = Create a new Address Book.

b. Get Mail = To refresh and retrieve new email messages. c. Delete = Select a message and click Delete to move the message to the

Trash folder. d. Move Selected Items = Select a message(s) and click the Move Selected

Items icon to move the message to the desired Folder. e. Print = Select a message and click Print to print the message. f. Reply = Replies only to the sender of the original message. It does not

include any other addresses that might be in the To: or Cc: fields. Clicking Reply opens a new mail compose page and populates the To: field with the name of the person who sent you the message. Using Reply only preserves the body text from the previous email. Attachments from the original message are not included in the reply.

g. Reply to All = Includes all recipients from the previous message. You can use this option if you want everyone who saw the previous message to also see your response.

h. Forward = Use Forward to send a message to someone not included in the recipients list. Forwarding a message includes all text and file attachments.

i. Junk = Select a message and click Junk to mark the sender in the Junk list and to move the message to the Junk folder.

j. View

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Custom Website Email Accounts

1. Reading Pane At The Bottom = Add a reading pane to the bottom of the screen to preview the currently selected email.

2. Reading Pane On The Right = Add a reading pane to the right of the screen to preview the currently selected email.

3. Reading Pane Off = No reading pane to preview the email will appear.

II.0.2. Content Pane Header Bar

a. Message Selection Checkbox = Check to select a message(s). b. Expand/Collapse = Click to expand or collapse a message’s history, to

view all versions of that email chain. c. Flag = The flag icon in the message list is a yes/no indicator that denotes

whether the mail message has been flagged. This can be used to indicate an action-needed item or to otherwise distinguish the message or conversation from a large number of other items of lesser importance. 1. To turn the flag on, select the message or conversation and in the More

Actions list, select Add flag. 2. To turn the flag off, select the message or conversation and in the

More Actions list, select Remove flag. d. Priority = To flag a message as high priority, change the priority selected.

This is found on the right of the subject line. e. Message Status = The status of the message. f. From = The sender of the email. g. Attachments = Indicates if there is an attachment included in the

message. h. Subject = The Subject is a description of the topic of the message and

displays in most email systems that list email messages individually. i. Folder = The Folder the message is located in, if not the Inbox. j. Size = The file size of the message. k. Received = The date/time the message was received.

II.0.3. Folders

a. The number in parentheses next to each folder name indicates the

number of unread messages within that folder. b. Inbox = New mail arrives in the Inbox. By default, your Inbox is displayed

after you log in. c. Sent = A copy of each message you send is saved in the Sent folder. d. Drafts = Messages you have composed but have not sent can be saved in

the Drafts folder. If you open a message in the Drafts folder, it opens in the Compose view.

e. Junk = Most filtering of unsolicited automated mail (aka "spam" or "junk mail") is handled by a spam filter before those mail messages reach your Inbox. Mail that might possibly be junk mail, but isn't certain to be junk, may be placed in your Junk folder. You can review these messages and either move them or delete them.

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Custom Website Email Accounts

f. Trash = Deleted items are placed in the Trash folder and remain there until you manually empty the trash or until the folder is purged automatically.

g. Add New Folder icon = Click to add a new Folder.

1. Name = Enter a name for the new Folder. 2. Select where to place the new folder = Click the Folder where the new

Folder should be placed within. 3. OK = Click OK after the Name and location for the new Folder are

selected. 4. Cancel = To cancel new Folder creation.

II.1. Compose a. To compose a new message, click New in the Mail tab.

II.1.1. Compose Buttons a. Send = Click Send to send the message. b. Cancel = Click Cancel to cancel the new message and close the

Compose tab. c. Save Draft = If you do not want to send the message immediately, click

Save Draft. The message is saved in the Drafts folder. d. Add Attachment = Click to add a file attachment to the message. A new

pane displays, allowing you to upload up to 10 attachments. To delete an attachment, uncheck the box next to the attachment before you send the email message. The maximum attachment size for the message is 30mb.

e. Spell Check = Click to check spelling in the message. f. Options

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Custom Website Email Accounts

1. Format As HTML = The message is created using HTML. It can have text formatting, numbering, bullets, colored background, tables, and links. Note: Some email clients may not accept messages formatted in HTML.

2. Format As Plain Text = The message is created in plain text, without using HTML.

3. Request Read Receipt = If selected, the recipient of the message has the option of notifying the sender that the message was received and/or read by.

II.1.2. Compose Headers a. To = Enter the email address of the person or persons to whom you are

sending the message. Click the Cc button to look up an email address in the Address Book.

b. Cc = Enter the email address of the person or persons to whom should be copied on the message. Click the Cc button to look up an email address in the Address Book.

c. Show BCC = Click to show the Bcc line, which allows you to enter the email address of the person or persons to whom should be blind copied on the message. Click the Bcc button to look up an email address in the Address Book.

d. Subject = Subject is a description of the topic of the message and displays in most email systems that list email messages individually.

e. Priority = To flag a message as high priority, change the priority selected. This is found on the right of the subject line.

f. Body = The body of a message contains text that is the actual content of the email.

II.2. Address Book

II.2.1. Address Book Buttons a. New

1. Message = Create a new email Message, addressed to the Contact

currently selected. 2. Contact = Create a new Contact in the Address Book. 3. Contact Group = Create a new Contact Group in the Address Book. 4. Folder = Create a new Folder. 5. Address Book = Create a new Address Book.

b. Edit = Edit the selected Contact. c. Delete = Move the selected Contact to the Trash.

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Custom Website Email Accounts

d. Move Selected Items = Select a contact(s) and click the Move Selected Items icon to move the contact to the desired Address Book.

e. Print

1. Print selected contact(s) = Print information for selected contacts from

the Address Book. 2. Print Address Book = Print information for all contacts in the Address

Book.

II.2.2. Folders

a. Contacts = The default Address Book where new Contacts are added. b. Emailed Contacts = The Emailed Contacts address book is automatically

populated when you send an email to a new address that is not in one of your other address books. You can disable this feature from your Preferences, Address Book tab. Remove the check from Enable auto adding of contacts.

c. Trash = Deleted Contacts, Contact Group and Addresses Books are placed in the Trash folder and remain there until you manually empty the trash or until the folder is purged automatically.

d. Create New Address Book = Create a new Address Book.

II.2.3. New Contact a. To create a new contact, click New in the Address Book tab.

b. Save = Save the new contact. c. Cancel = Cancel the new contact creation. d. Print = This button is greyed out for new contacts. e. Delete = This button is greyed out for new contacts. f. First = Enter the contact’s first name. g. Last = Enter the contact’s last name. h. Job Title = Enter a job title. i. Company = Enter a company name.

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Custom Website Email Accounts

j. File As = Select how to file the contact in the Address Book.

k. Location = Select the Address Book the Contact is to be added to. l. Email = Enter the contact’s email address. Multiple entries can be added. m. Phone = Enter a phone number. Multiple entries can be added.

Select type as Mobile, Work, Work Fax, Company, Home, Home Fax, Pager, Callback, Assistant, Car, Other or Other Fax.

n. IM = Enter an IM account name. Multiple entries can be added. Select type as Zimbra (local), Yahoo!, AOL, MSN or Other.

o. Address = Enter an address. Multiple entries can be added. Select Home, Work or Other.

p. URL = Add a URL link. Multiple entries can be added. Select Home, Work or Other.

q. Other = Add a date reminder. Multiple entries can be added. Select Birthday, Anniversary or Custom.

r. Notes = Enter any additional notes desired.

II.2.4. New Contact Group a. To create a new contact group, click New > Contact Group in the Address

Book tab.

b. Save = Save the new contact group. c. Cancel = Cancel the new contact group creation. d. Print = This button is greyed out for new contact groups. e. Delete = This button is greyed out for new contact groups. f. Group Name = Enter a name for the contact group. This is mandatory

field. g. Address Book = Select the Address Book the contact group is to be added

to. h. Group Members = Lists the members that have been added to this group.

This is a mandatory field, members must be added to a new contact group. Select a member and click Delete to remove the contact from the contact group or click Delete All to remove all contacts.

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Custom Website Email Accounts

i. Find = Enter the name or email address of a contact and click Search to find contacts. Select a contact(s) and click Add to add the contact(s) to the contact group or click Add All to add all contacts located.

j. Enter Addresses = Enter email addresses to be added to the contact group and click Add. If there are multiple addresses, separate them with a comma.

II.2.5. New Address Book a. To create a new Address Book, click New > Address Book in the Address

Book tab.

b. Name = Enter a name for the new Address Book. c. Select where to place the new folder = Click the Folder where the new

Address Book should be placed within. d. OK = Click OK after the Name and location for the new Address Book are

selected. e. Cancel = To cancel new Address Book creation.

III. Setting Email Preferences

III.0. General

a. Login Options 1. Login using = Select Advanced (Ajax) or Standard (HTML) viewing.

Standard is recommended when Internet connections are slow, when using older browsers, or for easier accessibility. Advanced offers the full set of Web collaboration features. This Web Client works best with newer browsers and faster Internet connections.

2. Theme = Select the background color for the mailbox interface. Select Bare, Beach, Bones, Hot Rod, Lake, Lavender, Lemongrass, Oasis, Pebble, Sand, Sky, Smoke, Steel, Tree, Twilight, Waves, Yahoo or Zmail.

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Custom Website Email Accounts

3. Language = Select one of 21 different languages available to view the mailbox interface.

4. Default Timezone = Select the time zone to set the date and time for messages that you send or receive and to render Calendar appointments correctly. This can be different from your computer time zone configuration.

b. Searches 1. Search Settings = Check to automatically include the Junk or Trash folders in

any search performed. 2. Search Language = Check to show search string details in the search text box

c. Other 1. Number of items to fetch when scrolling = Select 25, 50, 100 or 200. 2. Settings = Check to display checkboxes to quickly select items in lists.

III.1. Mail a. Displaying Messages

1. Check for new mail every = Select how often the web client should refresh to check for new mail.

2. When I click Get Mail = Set the default action for the Get Mail button on the Mail tab. Select ‘Run my default search’ or ‘Update my current view’.

3. Display Mail = Specify whether to view mail as HTML, for messages that have been formatted as HTML. Turning this off causes mail to be displayed as plain text, showing the HTML tags themselves rather than applying them as markup. Select ‘As HTML (when possible)’ or ‘As Text’.

4. Message Preview = When ‘Display snippets of messages in email list’ is enabled, the first several words of the email text display next to the Subject in the Subject column. When ‘Double-click opens message in new window’ is enabled, the message will open in a new window when double-clicked.

5. Images = When ‘Download pictures automatically in HTML Email’ is enabled, images will automatically download for message.

6. When I read a message in the reading pane = Specify what happens when a message is read. Select ‘Mark it read immediately’, ‘Mark it read after X seconds’ or ‘Do not mark it read’.

7. After I move or delete a message = Specify what happens when a message is deleted. Select ‘Select the next message’, ‘Select the previous message’ or ‘Select based on whether I was moving up or down in the list’.

8. Default Mail Search = Defines the search to execute when you log in. The default search is the Inbox. When logging in, the results of the Inbox display. Change this field to have another folder, tag, or a saved search displayed when first opening the Web Client.

b. Receiving Messages 1. When a message arrives = Specify what happens when a new message arrives

in the Inbox. Select ‘Play a sound (requires QuickTime or Windows Media plugin)’, ‘Highlight the Mail tab’, ‘Flash the browser title’, ‘Show a popup notification (requires Yahoo! BrowserPlus)’. i) Forward a copy to = Enter an email address the message will be

automatically forwarded to. Enable ‘Don't keep a local copy of messages’ to remove the original message from the Web Client.

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Custom Website Email Accounts

ii) Send auto-reply message = Reply to incoming mail with a message. Type the text of this message in the text box, and set the start and end dates for using the message.

2. Read Receipt = To handle messages received that include a read receipt request. Select ‘Never send a read receipt’, ‘Always send a read receipt’ or ‘Ask me’.

3. Messages from me = To handle messages that you send that include your address as one of the recipients of the message or that go an address such as a mailing list that includes you. Select ‘Place in Inbox’, ‘Place in Inbox if I'm in To: or Cc:’ or ‘Ignore message’.

c. Access from Other Mail Clients 1. POP access = If set up to use a POP3 client, the POP access behavior can be

configured when messages are downloaded to WMC. Select ‘Allow all mail, including old mail, to be downloaded’ or ‘Allow only mail from now to be downloaded’.

III.1.1. Composing a. Compose = Select whether to compose new messages using HTML or as

plain text. HTML allows for messages to be composed with text formatting options including font, size, and color.

b. Settings = Specify automatic settings for new messages. Select ‘Automatically save drafts of messages while you are composing’, ‘Reply/Forward using format of the original message’, ‘Always compose in new window’, ‘Mandatory spellcheck before sending a message’ or ‘Save a copy to Sent folder’.

c. Reply = Specify whether to include the original text in the body of a reply message. Select ‘Include original message’, ‘Don’t include original message’, ‘Include last message only’ or ‘Include original message as an attachment’.

d. Forward = Specify how to include the original text of a message when a message is forwarded. Select ‘Include original message’ or ‘Include original message as an attachment’.

e. Prefix = Sets the prefix to use for reply messages and forwarded messages.

III.1.2. Signatures a. Signatures

1. Add Signature = Click to add additional signatures. 2. Signature Name = Enter a name for the signature. 3. Signature = Select the signature to be updated. 4. Textbox = Enter the text desired to appear in the signature. 5. Format = Select ‘Format As Plain Text’ or ‘Format As HTML’. HTML allows

for text formatting options including font, size, and color. b. Using Signatures

1. Place the signature = Select the placement of the signature. This is the placement of the signature for replied-to messages.

III.1.3. Accounts a. Primary Account Settings

1. Email address = The email address associated with the primary account. This is greyed out and can’t be changed.

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Custom Website Email Accounts

2. Account Name = The name associated with the account. 3. Messages sent from this account have the following settings

i. From = Choose the name that appears in the "From" field of email messages.

ii. Reply-to = Setup the “Reply-to” field of email messages to automatically load any email addresses entered here.

iii. Read Receipt Address = Set an email address for read receipt messages to be sent to.

iv. Signature = Select a signature to automatically be added to new email messages.

III.1.4. Filters a. Filtering applies a set of matching rules to incoming mail and then

executes a specified action. b. New Filter = Add a new email filter. c. Edit Filter = Edit the selected filter. d. Delete Filter = Delete the selected filter. e. Run Filter = Run the selected filter. f. Move Up = Move the selected filter up in the filter list. g. Move Down = Move the selected filter down in the filter list.

III.2. Address Book a. Options

1. Settings = Enable ‘Add new contacts to "Emailed Contacts"’ to have any new email addresses be automatically saved to the Email Contacts folder in the Address Book.

b. Autocomplete = Autocomplete suggests names when typing directly into the To, CC, and BCC boxes for a new message. A list of possible addresses from the contacts list that start with the text typed is displayed. 1. Perform autocomplete when a comma is typed = Specify whether to start

autocomplete when a comma is typed in a To, CC or BCC box. 2. Don't show contact group if one of its members matches = Specify if a contact

group should be shown in autocomplete if one of its members is added to the To, CC or BCC box.

III.3. Import / Export a. Import

1. File = Select a file to import for the account or contacts. 2. Destination = Select a destination folder for the imported file and click Import.

b. Export 1. Type = Select Account or Contacts. 2. Source = Click to select a Folder source to export the file from. 3. Advanced Settings (for Account Type only) = Enable to see the advanced

export settings. i) Data Types = Select the type of data that will be exported, Mail or Address

Book. ii) Search Filter = Add a search filter to the export, to filter out specific

information to export only. iii) Other = Enable to only export content files, exclude meta data.

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Custom Website Email Accounts

III.4. Shortcuts a. Keyboard shortcuts let you use the application without going to the mouse. The list

shows all the existing keyboard shortcuts.