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Outlook – Email Guidelines

From HEIN+FRICKE

1. Accessing Outlook

  • Open Outlook desktop app or go to: https://outlook.office.com
  • Sign in using your company email and password.
  • Complete MFA if required.

2. Composing Emails

  • Click New Email to start writing.
  • Use a clear subject line that reflects the purpose.
  • Keep messages concise and professional.
  • Use “Reply All” only when necessary.
  • Attach files using the Attach option.

3. Email Etiquette

  • Always greet the recipient professionally.
  • Avoid long paragraphs, use bullet points when possible.
  • Check tone before sending, especially for sensitive topics.
  • Avoid sending emails when angry; wait and re-read.
  • Use CC for keeping people informed; BCC for large lists.

4. Managing Inbox

  • Use folders and categories to organize emails.
  • Archive or delete old messages regularly.
  • Flag important emails for follow-up.
  • Mark spam/phishing emails and do not open suspicious links.

5. Signature Usage

  • Use the official company email signature.
  • Include name, designation, contact number, and company details.
  • Avoid unnecessary quotes, images, or emojis in professional signature.

6. Calendar & Scheduling

  • Use Calendar to schedule meetings.
  • Check availability of participants using Scheduling Assistant.
  • Add clear meeting topics and agenda.
  • Always include MS Teams link if virtual.

7. Security & Safety

  • Do not share passwords via email.
  • Be cautious with emails asking for personal or financial information.
  • Report phishing attempts to IT/security team.
  • Avoid downloading unknown attachments.

8. Best Practices

  • Respond within reasonable time (same day for internal emails).
  • Use Out of Office (OOO) when on leave or unavailable.
  • Keep inbox clean for better productivity.
  • Use Search for finding old emails quickly.