Download SETUP.EXE from this web page. Place it on any drive. The network drive where TeleMagic is installed is suggested. Log all users off TeleMagic Make sure that you are logged in to Windows as an Administrator Repeat for each station 1. In Outlook 2003, without an email open, click Tools, Options, Mail Format: make sure both check boxes for "Use Microsoft Office Word" are NOT checked. 2. Close Outlook 2003 or Outlook 2007. 3. Run SETUP.EXE 4. From C:\Program Files\Outlook Magic Run Outlook Magic.EXE Run TMOUT.REG Run REG.BAT 5. On the first station only - License . If you were provided with a license file (SDILIC.TXT) by your dealer, place it in TM5\Programs. If you do not have any of our products, then a temporary license (SDILIC.TXT) should be placed in TM5\Programs. If you already have a license file (SDILIC.TXT), then you will need to add Outlook Magic to it. Do this by opening C:\Program Files\Software Dimensions Inc\Outlook\SDILIC.TXT and paste the Outlook Magic license (one line only) into your current SDILIC.TXT. 6. On the first station only, Run C:\Program Files\Outlook Magic\OMAGIC.EXE 7. Start TeleMagic Click on the "Office" menu Click on Outlook Magic Select your preferences Note: In the Outgoing column leave USERID blank. In the Received column, USERID must be entered. The Contact Search Index is used to retrieve Contacts for a selection list in Outlook. It should be an index based upon a value you want to search for. Normally this would be the last name. The Selection screen in Outlook 2003 will ask for a search value which should be the first few letters in the last name. The data displayed in the Selection screen is formatted according the TeleMagic KEY FIELD designation for Contact in the level you select as the email field level. This is normally the Contact name as is displayed in faxes and Mail/merge. 8. Reboot the station. ******** End of Installation instructions ************************************* Field Merge Data from TeleMagic can be inserted into your email message. The Merge field delimiters are user defined. They mark the start and end of a TeleMagic field name. Example: The merge field delimiters are ~ and your message body contains Hi, ~contact2.firstname~ , our representative will be in ~contact1.city~ next week. This will be translated to Hi, Bruce , our representative will be in Toronto next week. when the email is sent. ************************** Templates ************************** To Create a template In Outlook File New mail Message build a template using various Outlook features including HTML Save as type - Outlook template To use a template Tools Forms Choose User Templates in File System ************************* Mass Email ************************* 1. Open Outlook 2. Click "New" 3. Enter the message text (now, not later). 4. Click "TeleMagic Mass Email" 5. Pick a TM filter 6. Click "send" 7. Look at the record count. (It only includes contacts with an email address) 8. Answer the confirmation "Yes" to send.