Setting Up Archive Policies in Outlook

1. Open Microsoft Outlook:

  • Launch the Microsoft Outlook application on your computer and sign in with your email credentials.

2. Access "File" Menu:

  • Click on the "File" tab located in the top-left corner of the Outlook window.

3. Go to "Options":

  • In the File menu, select "Options" located at the bottom of the navigation pane on the left.

4. Navigate to "Advanced":

  • In the Outlook Options window, click on "Advanced" from the list of categories on the left-hand side.

5. Locate "AutoArchive Settings":

  • Scroll down in the Advanced settings until you find the "AutoArchive" section.

6. Enable AutoArchive:

  • Check the box next to "AutoArchive" to enable the feature.

7. Choose Archiving Frequency:

  • Specify the frequency for auto-archiving by clicking on the "AutoArchive every" dropdown menu. Options range from one to 60 months.

8. Set the Default Archive File Location:

  • Click on the "Browse" button to select the default archive file (.pst) location on your computer.

9. Apply Archive Settings to All Folders:

  • Check the box labeled "Apply these settings to all folders now" if you want to apply the archive settings to all folders in your mailbox.

10. Customize Folder-Specific Archive Settings (Optional): - If you want to set different archive settings for specific folders, click on "File" > "Options" > "Advanced," and then click on "AutoArchive Settings" again. In the AutoArchive window, select individual folders and customize their archive settings.

11. Set Additional Options (Optional): - If desired, you can adjust additional archive options, such as permanently deleting old items or moving expired items to the Deleted Items folder.

12. Save and Apply Changes: - Click "OK" to save the changes and apply the archive policies to your Outlook mailbox.

13. Manual Archiving (Optional): - To manually archive emails, right-click on a folder in the navigation pane, select "Properties," go to the "AutoArchive" tab, and choose manual archiving options for that specific folder.

 

If further assistance is required, please submit a ticket or call the Service Desk

Outlook (teamdynamix.com)

Service Desk: 267-272-0102