Downloading and Preparing Outlook for LeanMail first use IMPORTANT: This procedure may be carried out by individual users or by the IT responsible. Training sessions risk delay, and in some cases unprepared participants will be dismissed, if Outlook is not prepared correctly. Time needed: Ca. 10 minutes Contact your project manager if help is needed. Thank you.

1.Ensure that you have administration rights on your computer (You cannot install without admin. rights) 2.Close Outlook (NOTE: the add-in will not install with Outlook open) 3.Click here to download the LeanMail add-in and save to desktop (if you get a warning that that this program might install your computer, please install anyway) Or copy this link to your browser: here to download the LeanMail add-in 4.Double-click the LeanMail icon on your desktop to start the installation process 5.If you get a warning “Windows protected your PC”, choose More info, then choose “Run anyway” LeanMail software first-time installation for individual end-users

6. You may be asked to install additional software before installing the LeanMail add-in. Choose Install. (See the example below. Your requirements may differ)

7.2010, 2013 NEW USERS: A window will open asking if you have used LeanMail before. Click “No”. This will deactivate the functionality of the add-in until we activate it at the training. 8.Open Outlook upon completed installation. When you open Outlook for the first time, the LeanMail add-in will look similar to this (slight variations may occur): 2003, 2007: 2010, 2013: 9.A window will open confirming successful installation and asking you if you have used LeanMail before. Click “Yes” if you have ever had experience with LeanMail Click “No” if this is the first time you are using LeanMail.

5 Activating the User mode 1.At the top of your Inbox, click on the LeanMail tab, then Options © 2015 Atrendia - The leader in e management

6 Customizing your dashboard 2.Click the Dashboard settings button: 3.Enter an alias – NOT YOUR REAL NAME OR ADDRESS 4.Enter the start time and end time of your standard workday (on average) 5. Click Register alias © 2015 Atrendia - The leader in e management Registering an alias allows you to participate anonymously in group statistics. No Outlook/Exchange content is ever recorded, just information such as how well you prioritize, how well you follow the LeanMail method, how much time you spend managing mail, etc. If you skip the registration, you will not be able to see your statistics or compare yourself with others anonymously.

7 Activating the LeanMail Add-in License 1.At the bottom of the Options, click Register 2. Click Request Activation Key 3.An is generated 4.Click Send You will receive your Activation key and instructions on how to activate it within 48-hours © 2015 Atrendia - The leader in e management (Sending the activation key to you is a manual process, so do not expect an answer immediately)

8 Favorite Folders Arrange your Favorite Folders in this order Remove any folders from Favorites that aren’t shown on this list. Sometimes this is collapsed Can’t see your Favorite Folders? Click View Tab/ Navigation pane, make sure ”Favorites” is checked © 2015 Atrendia - The leader in e management

Have over 50 s in your inbox? Place all s more than 50 in a separate folder, otherwise you may experience difficulty understanding the LeanMail concept during the first training. If you have over mails, expect this process to take quite some time, but it is necessary to receive the full benefit of LeanMail from the first day.

10 Deactivate the notifier (Optional but highly suggested) Outlook : Tools/Options/E- options/Advanced E- options Outlook 2010: File/Options/Mail © 2015 Atrendia - The leader in e management

11 Important note about the training © 2015 Atrendia - The leader in e management We start our training sessions on time, so if you are late, you will miss important information.