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Sharing Outlook Categories / Tags

When working in teams, it is often very useful to share the list of categories with your colleagues.

SimplyTag supports two methods to share categories / tags:

  • Via a Shared Mailbox (Exchange or Office 365)
  • By exporting a configuration file from one computer and importing it on your coworkers computers.

Sharing Categories Via A Shared Mailbox

If you use a Shared Mailbox to collaborate with your teammates, you can use that mailbox to share the categories.

Now all categories from the Shared Mailbox will be available for tagging messages.

Note: This method supports sharing category names and colors, but not actions.

Sharing Categories Via Export Import

If you do not have access to a Shared Mailbox, or if you need to share tag actions, you can use the Export Import method.

  • Create and configure categories on one computer.
  • Use the Export command to export them to a file.
  • Import that file on other computers.
    • You can import the file manually by clicking the Import button.
    • Or you can auto-import the file. (Requires the Ultimate edition).

Automatically Create Categories For Your End Users

As mentioned in the previous section, you can automatically import and create tags on your end-user computers.

  • Create and configure categories on one computer.
  • Use the Export command to export them to a file.
  • Configure SimplyTag to auto-import the file on end-user computers.

This feature requires the Ultimate edition.