Auto BCC/CC for Microsoft^® Outlook^®

How to create a new rule

For Microsoft Outlook 2010 (32-bit and 64-bit), Outlook 2007, Outlook 2003.

• How to create a new rule
  • CC and/or BCC all outgoing messages
  • CC and/or BCC certain messages
    • Set conditions
    • Set exceptions
• Working with rules
• Use Administration tool
• Back to Auto BCC/CC Overview

How to create a new rule

1. To create a new rule, open the Auto BCC/CC for Microsoft Outlook window by clicking on its icon in Outlook 2010 or going to Outlook menu -> tools -> Auto BCC/CC in Outlook 2003-2007.
   
2. Click the New rule button on the top toolbar or double-click on the Rules List area and you will see the Rule settings dialog box.
   
3. Type the name of the rule in the Rule name field
   
4. Define the rule settings:
   1. CC and/or BCC all outgoing messages
   2. CC and/or BCC certain messages

CC and/or BCC all outgoing messages

1. Create a new rule and select the Apply the rule for all outgoing messages in all profiles radio button.
   
2. Click the Select recipientsSbutton on the Rule settings dialog box to add CC/BCC addresses.
   
   You will see the Select Names: Contacts window.
   
3. You can select the contact you need from the list and click either CC -> or BCC -> button to put the address into the corresponding field.
   
   If your address book is empty, you can add CC or BCC recipients manually by typing their e-mail addresses in the CC or BCC field correspondingly.
   
   To choose CC recipients, enter the necessary address in the CC field at the bottom of the Select Names: Contacts dialog box.
   
   If you need to select BCC recipient, just enter their address in the BCC field.
   
4. Press the OK button.

CC and/or BCC certain messages

• Set conditions
• Set exceptions

1. Create a new rule and select the Apply the rule only if the message meets certain conditions radio button and it will enable the Conditions and Exceptions tab.
   
2. Click the Select recipientsz/i> button on the Rule settings dialog box to add CC/BCC addresses.
   
   You will see the Select Names: Contacts window.
   You can select the contact you need from the list and click either CC -> or BCC -> button to put the address into the corresponding field.
   If your address book is empty, you can add CC or BCC recipients manually by typing their e-mail addresses in the CC or BCC field correspondingly.
   
   To choose CC recipients, enter the necessary address in the CC field at the bottom of the Select Names: Contacts dialog box.
   If you need to select BCC recipient, just enter their address in the BCC field.
   

• If Account is

  Check this condition if you want to send CC or BCC copies from a certain e-mail account. Then click on a small icon next to the condition to see the Select account dialog box.
  
  Choose the e-mail account you need by checking it in the list and click Ok.

• If ?ent on behalf of?address contains

  If you want to CC/BCC messages that you send on behalf of someone, tick ?i>Sent on behalf of?address contains: and click the button next to it to add such address or its part as a condition.
  
  You will see the Search text dialog box.
  
  Specify which address or its part needs to be considered when you send a message on Behalf of someone, click Add and click Ok.

  Tip: You can use the Address Book for quick search.

• If subject contains

  If you need to CC/BCC messages with a certain subject, select the Subject contains: option.
  
  Enter the necessary key word in the Search text dialog box, click Add and click Ok.
  

• If attachment name contains

  If you need to send CC or BCC when a file with a particular name is attached, tick the Attachment name contains option.
  
  Type possible attachment names in the Specify a word or phrase to search for in the attachment name field, click Add and click Ok.
  

• If "To:" address contains

  It is also possible to use the recipient's address as a condition. Just select "To:" address contains and click on the icon next to it.
  
  Enter the recipient address or its part in the Specify a word or phrasez field.
  

  Tip: You can use your Address Book for a faster search.

• If "Cc:" address contains

  Check ?c? address contains: to create a condition based on the CC field address. Click the icon next to the condition to define the address.
  
  Enter the CC address or its part in the Specify a word or phrase to search for in ?C? address field.
  
  You are free to combine the conditions according to your needs.

Set exceptions

The rule can be disabled when certain exceptions are met. To set the exceptions, go to the Exceptions tab on the Rule properties dialog box.

• If Account is

  If you want to stop sending CC or BCC copies when you send a message from a certain e-mail account, check Account is:. Then click on a small icon next to it to see the Select account dialog box.
  
  Choose the e-mail account you need by checking it in the list and click Ok.

• If ?ent on behalf of?address contains

  If you want to exclude CC/BCC for the messages that you send on behalf of someone, tick ?ent on behalf of?address contains: and click the button next to it to add such address or its part as an exception.
  
  You will see the Search text dialog box.
  
  Specify which address or its part needs to be considered when you send a message on Behalf of someone, click Add and click Ok.

  Tip: You can use the Address Book for quick search.

• If subject contains

  If you need to exclude CC/BCC for messages with a certain subject, select the Subject contains: option.
  Enter the necessary key word in the Search text dialog box, click Add and click Ok.
  

• If attachment name contains

  If you don't need to send CC or BCC when a file with a particular name is attached, tick the Attachment name contains option.
  
  Type the attachment names for the exception in the Specify a word or phrase to search for in the attachment name field, click Add and click Ok.
  

• If "To:" address contains

  It is also possible to exclude messages sent to particular recipients. Just select "To:" address contains and click on the icon next to it.
  
  Enter the recipient address or its part in the Specify a word or phrasez field.
  

  Tip: You can also use your Address Book for a faster search.

• If "Cc:" address contains

  Check ?c? address contains: to create an exception based on the CC field address. Click the icon next to the condition to define the address
  
  Enter the CC address or its part in the Specify a word or phrase to search for in ?C? address field.
  
  You are free to combine the conditions according to your needs.

  Note! All enabled rules are applied top-down for all outgoing messages. All messages are checked for duplicates and all duplicated addresses are cut down.
  You can see the description of the rule in the Rule description area in the Auto Bcc for Microsoft Outlook window.
  

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