Learn how to use IBM Connections Web Mail, available on-premises and in the cloud at http://ibmsmartcloud.com/social

1. IBM Web Mail Training for
Outlook and Gmail Users

2. 
Home Page

Inbox

Email

Calendaring

Instant Messaging

Contacts

Tricks
Agenda

3. Home Page
Click the Mail icon to
go to your inbox
Click the Mail icon to
go to your inbox
Your activity stream
shows all the
updates to content
and people that you
follow
Your activity stream
shows all the
updates to content
and people that you
follow

4. Inbox
Click on the
column header to
change the sort
Click on the
column header to
change the sort
Action Bar
Hover over buttons to see popup help
Buttons are dual buttons. Click on them and
they bring up the default form. Click on the
small triangle on the right side of the button
and you will see a list of options.
Action Bar
Hover over buttons to see popup help
Buttons are dual buttons. Click on them and
they bring up the default form. Click on the
small triangle on the right side of the button
and you will see a list of options.
J u s t s t a r t t y p in g t o
l o c a t e s o m e t h i n g w it h
q u ic k f in d

5. Search
The search box is
always on the top
right in the toolbar
The search box is
always on the top
right in the toolbar

6. Search
Default search scope depends on what
you have open. If you are in your mail,
it will search all your mail. If you are in
your calendar, it will search your
calendar. Click the down arrow to refine
the search scope
Default search scope depends on what
you have open. If you are in your mail,
it will search all your mail. If you are in
your calendar, it will search your
calendar. Click the down arrow to refine
the search scope

7. Show
Use Show button to
show/hide preview
pane and sidebar
Use Show button to
show/hide preview
pane and sidebar

8. Preview
Click to hide, drag to
re-size preview
pane
Click to hide, drag to
re-size preview
pane

9. Sidebar
Drag to expand
sidebar
(open/thin/closed)
Drag to expand
sidebar
(open/thin/closed)

10. Day at a Glance
See your day at a
glance
See your day at a
glance

11. Day at a Glance
Click the date to pull up a
calendar and navigate to
a different day
Click the date to pull up a
calendar and navigate to
a different day

12. 
Home Page

Inbox

Email

Calendaring

Instant Messaging

Contacts

Tricks
Agenda

13. Unread Marks
Bold emails are unread.
Toggle unread marks with
Mark As button
Bold emails are unread.
Toggle unread marks with
Mark As button

14. Viewing Attachments
Expand the Attachments
section to download or view
attachments
Expand the Attachments
section to download or view
attachments

15. Reply Options
Reply optionsReply options

16. Follow-up Flags
Set a flag to follow-up
on an email
Set a flag to follow-up
on an email

17. Follow-up Flags

18. Follow-up Flags
Flag is set.
Sort inbox by flags or
use Follow Up view
Flag is set.
Sort inbox by flags or
use Follow Up view

19. Folders
Use the folder icon to
move or copy an email
to a Folder
Use the folder icon to
move or copy an email
to a Folder

20. Folders
Select the folder and
click OK
Select the folder and
click OK

21. Selecting Multiple Messages
Ctrl-click or Shift-click
to select multiple
messages
Ctrl-click or Shift-click
to select multiple
messages
Act on them all at once
Drag into a folder as a group
Or Delete
Act on them all at once
Drag into a folder as a group
Or Delete

22. Sending email
Click New MessageClick New Message

23. Addressing
Start typing in the To
field for smart
Type Ahead
Start typing in the To
field for smart
Type Ahead

24. Addressing
Click To to search
the address book
Click To to search
the address book

25. Addressing

26. Signature
Set up your signature in
Preferences – Mail - Signature
Set up your signature in
Preferences – Mail - Signature
PreferencesPreferences

27. Editing
Rich formatting tools are
available from toolbar
Rich formatting tools are
available from toolbar

28. Save as Draft
Click Save as
Draft if you want
to come back
and work on the
email later
Click Save as
Draft if you want
to come back
and work on the
email later

29. Delivery Options
Set importance, request return
receipt, mark confidential,
prevent copying and more...
Set importance, request return
receipt, mark confidential,
prevent copying and more...

30. Delivery Options
Keep private will prevent recipient
from forwarding the content of the
email to someone else
Keep private will prevent recipient
from forwarding the content of the
email to someone else

31. Sending Email
Send or
Send and file into a folder a the
same time
Send or
Send and file into a folder a the
same time
In Preferences under
Mail-General-Sending, you can select
Save sent mail: Always keep a copy,
Don't keep a copy, Always prompt
In Preferences under
Mail-General-Sending, you can select
Save sent mail: Always keep a copy,
Don't keep a copy, Always prompt

32. 
Home Page

Inbox

Email

Calendaring

Instant Messaging

Contacts

Tricks
Agenda

33. Responding to Invitations
Response buttonsResponse buttons
Accept – puts on calendar and sends
response back to chair
Decline – sends decline notice back
Tentatively Accept-pencils it into your
calendar
Delegate-lets you to send the invite to
someone else
Accept – puts on calendar and sends
response back to chair
Decline – sends decline notice back
Tentatively Accept-pencils it into your
calendar
Delegate-lets you to send the invite to
someone else

34. Responding to Repeating Meetings
Declining a repeating meeting invitation
will decline the entire string.
If you want to only decline some of the
repeating meetings, accept the main
invitation and decline the individual
instances you cannot attend
Declining a repeating meeting invitation
will decline the entire string.
If you want to only decline some of the
repeating meetings, accept the main
invitation and decline the individual
instances you cannot attend

35. Responding to Invitations
Click to AcceptClick to Accept

36. Meeting Notices
Depending on
Preference settings,
the invitation may
stay in inbox marked
accepted
Depending on
Preference settings,
the invitation may
stay in inbox marked
accepted
Remove processed invitations automatically
by setting preference:
Preferences- Calendar- Display - Displaying
Calendar Entries in Mail Views - Remove
Meeting invitations from inbox after you've
responded to them
You can also use the delete key to remove
notices from the inbox
Remove processed invitations automatically
by setting preference:
Preferences- Calendar- Display - Displaying
Calendar Entries in Mail Views - Remove
Meeting invitations from inbox after you've
responded to them
You can also use the delete key to remove
notices from the inbox

37. Creating Calendar Entries
Switch to your
calendar
Switch to your
calendar

38. Creating Calendar Entries
Double-click on the
time slot in the
Calendar or Click
New
Double-click on the
time slot in the
Calendar or Click
New

39. Calendar Entry Types
Default type is
defined in
Preferences
Default type is
defined in
Preferences
Meeting: allows you to invite others
Appointment: is for you alone
All Day Event: shows in your calendar for the
entire day and blocks your free time by
default
Anniversary: allows you to easily enter an
event that repeats yearly
Reminder: lets you pin something to your
calendar and set an alarm, it does not block
your free time
Meeting: allows you to invite others
Appointment: is for you alone
All Day Event: shows in your calendar for the
entire day and blocks your free time by
default
Anniversary: allows you to easily enter an
event that repeats yearly
Reminder: lets you pin something to your
calendar and set an alarm, it does not block
your free time

40. Time Zones
You can specify the
time zone of the
meeting start and
end times
You can specify the
time zone of the
meeting start and
end times
Toggle Show/Hide
time Zone control
Toggle Show/Hide
time Zone control

41. Add Invitees
Add InviteesAdd Invitees
Add other invitee
types. Optional and
FYI invitees will not be
included in a free time
search. FYI invitees
will not be able to
accept the invitation
Add other invitee
types. Optional and
FYI invitees will not be
included in a free time
search. FYI invitees
will not be able to
accept the invitation

42. Select Calendar Options
Select OptionsSelect Options
Categorize with
keywords that
will help you
find your
meeting when
you search
Categorize with
keywords that
will help you
find your
meeting when
you search

43. Find Available Time
Click find
Available Time
to do a free time
search
Click find
Available Time
to do a free time
search

44. Find Available Time
Slide to a time where
everyone is available
Slide to a time where
everyone is available
Expand Recommended
Times view to have system
suggest times
Expand Recommended
Times view to have system
suggest times

45. Send Invitations
Save and Send InvitationsSave and Send Invitations

46. 
Home Page

Inbox

Email

Calendaring

Instant Messaging

Contacts

Tricks
Agenda

47. Instant Messaging
Click Sametime Contacts
to access instant
messaging contact list
Click Sametime Contacts
to access instant
messaging contact list

48. Instant Messaging
The gear gives you
access to Actions and
Preferences
The gear gives you
access to Actions and
Preferences

49. Instant Messaging
See the person's
availability
Double-click a name to
start a chat
See the person's
availability
Double-click a name to
start a chat
Start typing a name into
the search bar to find
someone quickly
Start typing a name into
the search bar to find
someone quickly

50. Instant Messaging
Change my statusChange my status

51. 
Home Page

Inbox

Email

Calendaring

Instant Messaging

Contacts

Tricks
Agenda

52. Add Sender to Address Book
Click More and then Add
Sender to Contacts
Click More and then Add
Sender to Contacts

53. Open Address Book
Click Contact icon to open
address book
Click Contact icon to open
address book

54. Contacts
ViewsViews
Open Contacts that have
been delegated to you
Open Contacts that have
been delegated to you
Add a new contact or
create a personal group
Add a new contact or
create a personal group
Forward contact(s) to
others
Forward contact(s) to
others

55. 
Home Page

Inbox

Email

Calendaring

Instant Messaging

Contacts

Tricks
Agenda

56. Delegate Access to your Mail, Calendar or Contacts
Select DelegationSelect Delegation
Open your PreferencesOpen your Preferences
Add Person or GroupAdd Person or Group

57. Delegate Access to your Mail, Calendar or Contacts
Set how much access you
want the person to have
Set how much access you
want the person to have

58. Mail Rules
To get the mail rules interface
expand Tools and click Rules
To Create a rule, click New Rule
in the action bar
To get the mail rules interface
expand Tools and click Rules
To Create a rule, click New Rule
in the action bar

59. Setting Out of Office
Open Out of Office in
Action bar under More
Open Out of Office in
Action bar under More

60. Setting Out of Office
Tab through and
configure the settings,
then click Enable & Close
Tab through and
configure the settings,
then click Enable & Close
Can use if you are going
out of the office for just a
couple of hours
Can use if you are going
out of the office for just a
couple of hours

61. Copy an email to a Calendar Entry
Calendar entry will be pre-
populated with contents
of email and everyone on
the email will be added to
the invitee list
Calendar entry will be pre-
populated with contents
of email and everyone on
the email will be added to
the invitee list

62. Automatically Include Conference Call Bridge on Invites
Enter it under Preferences
– Calendar – Meeting
When creating invite click
“Add: Call In Number”
Enter it under Preferences
– Calendar – Meeting
When creating invite click
“Add: Call In Number”

63. Q&A