Select “Apply rule on Messages I Send” and click Next.

Step 4:

Check the box “Through the specified account”. Then at the bottom click the blue underlined word “specified” and select the correct email. Once you have selected the correct email, press Next.

Step 5:

Check the box “move a copy to a specified folder”. Click on specified at the bottom of the window and select the desired folder destination for all sent e-mails. Select the ‘Sent Items’ folder and press Ok.

Step 6:

Once you have selected the destination folder, the last page will be the exceptions to the rule. None are required, but if any are desired check mark the box and then click next.

Step 7:

Specify a Name for the Rule, and click finish.

If you are receiving an error message while trying to do Word Integration that looks similar to the one shown below, then please consider trying these few steps.

Step 1: In Outlook, click on File and go to Account Settings and figure out which type your Default Email is. (Example: my default email would be a POP3/SMTP)

  • if your email is an IMAP, MAPI, POP3/SMTP or an Exchange file. Some will need to create a rule as shown on the instructions at the top of the page, where others you will have to create a default file where the instructions will be shown below.

IMAP and Exchange files will need to create a rule and also add a default file.

MAPI file will not need to create a rule but will need a default file created.

POP3/SMTP files should typically work.

If you need to create a data file, click on the ‘Data File’ tab on the Account Settings page and click ‘Add…’.

From there, you can create a new default email. You can name the new email account ‘PBSentItems’. After hitting ‘OK’, you will see a new outlook file in your Email. You will want to make this your default email account so that Power Broker will be able to read the emails when doing Outlook Integration.