[
    {
        "role": "user",
        "content": "how%20do%20I%20work%20with%20rules%20in%20office%20outlook%20using%20jaws"
    },
    {
        "role": "assistant",
        "content": "Here are steps, tips, and keyboard shortcuts to create and manage rules in Microsoft Outlook when using JAWS (Job Access With Speech) screen reader. `Rules` allow you to automatically organize incoming messages (move, delete, categorize, etc.).\n\n---\n\n## What version of Outlook?\n\n- Desktop Outlook for Windows (\u201cclassic Outlook\u201d)\n- New Outlook for Windows (where available)\n- Outlook on the Web (part of Microsoft 365 or Exchange)\n  \nSome steps vary across versions\u2014I'll note when something is specific to \u201cNew Outlook\u201d or to the web version. Microsoft\u2019s documentation confirms distinct behavior between New and Classic Outlook when using rules. ([support.microsoft.com](https://support.microsoft.com/en-us/outlook/mail/manage-email-messages-by-using-rules-in-outlook?utm_source=openai))\n\n---\n\n## General JAWS Tips Before You Start\n\n- Use *virtual cursor off* when working with menus and dialogs (unless reading message content). This lets you interact like a regular application. ([support.microsoft.com](https://support.microsoft.com/en-US/Outlook/use-outlook-web-app-email-with-a-screen-reader?utm_source=openai))  \n- Use standard keyboard navigation: Tab, Shift+Tab, Enter, Space, Escape.  \n- Use the Ribbon interface keys (press ALT to bring up ribbon shortcuts).  \n\n---\n\n## Creating a Rule in New Outlook for Windows (Desktop)\n\nThese instructions tailor to \u201cNew Outlook\u201d (not classic). Microsoft states New Outlook supports:\n\n- Create rule  \n- Edit rule  \n- Delete rule  \n- Set rule order  \n- Run rules on existing messages  \n- Disable/enable rules ([support.microsoft.com](https://support.microsoft.com/en-us/outlook/mail/manage-email-messages-by-using-rules-in-outlook?utm_source=openai))\n\n### Step-by-Step\n\n1. Navigate to your **Inbox** (or any folder).  \n2. Select a message you want to base a rule on (Arrow keys).  \n3. Press **F6** until you hear **Ribbon tabs**, then press **H** to go to the *Home* tab. ([support.microsoft.com](https://support.microsoft.com/en-us/accessibility/outlook/use-a-screen-reader-to-organize-your-inbox-in-new-outlook?utm_source=openai))  \n4. Press **R, L** (in sequence) to open *Rules* menu, then choose **Create rule**. ([support.microsoft.com](https://support.microsoft.com/en-us/accessibility/outlook/use-a-screen-reader-to-organize-your-inbox-in-new-outlook?utm_source=openai))  \n5. In the \u201cCreate Rule\u201d dialog, set the condition(s) (like \u201cFrom sender\u201d) and the action (e.g. \u201cMove to folder\u201d). Use *Space* and *Down Arrow* to select folder. ([support.microsoft.com](https://support.microsoft.com/en-us/accessibility/outlook/use-a-screen-reader-to-organize-your-inbox-in-new-outlook?utm_source=openai))  \n6. Tab to **OK**, press Enter. You\u2019ll hear \u201cYour rule was created.\u201d Then tab to **OK** again to finish. ([support.microsoft.com](https://support.microsoft.com/en-us/accessibility/outlook/use-a-screen-reader-to-organize-your-inbox-in-new-outlook?utm_source=openai))\n\n### More Complex Rules\n\n- Use **More options** (or \u201cAdvanced Options\u201d) to add more conditions, actions, or exceptions. ([support.microsoft.com](https://support.microsoft.com/en-us/outlook/mail/manage-email-messages-by-using-rules-in-outlook?utm_source=openai))  \n- Name the rule and optionally set \u201cStop processing more rules\u201d if you want no further rules to run once this one applies. ([support.microsoft.com](https://support.microsoft.com/en-us/outlook/mail/manage-email-messages-by-using-rules-in-outlook?utm_source=openai))  \n\n---\n\n## Editing, Deleting, Disabling Rules (New Outlook)\n\n1. Go to **Settings** in Outlook \u2192 *Mail* \u2192 *Rules*. ([support.microsoft.com](https://support.microsoft.com/en-us/outlook/mail/manage-email-messages-by-using-rules-in-outlook?utm_source=openai))  \n2. Select the rule you want to edit\u2014then choose **Edit**, **Delete**, **Run now**, or toggle **enable/disable**. ([support.microsoft.com](https://support.microsoft.com/en-us/outlook/mail/manage-email-messages-by-using-rules-in-outlook?utm_source=openai))  \n3. To change the execution order, use up/down arrow options in the Rules list. ([support.microsoft.com](https://support.microsoft.com/en-us/outlook/mail/manage-email-messages-by-using-rules-in-outlook?utm_source=openai))  \n\n---\n\n## Classic Outlook Desktop (Win)\n\nIf you\u2019re using the older (classic) Outlook app, steps differ:\n\n- Press **Alt + F** to open File menu \u2192 choose **Manage Rules & Alerts**. ([support.microsoft.com](https://support.microsoft.com/en-us/outlook/mail/manage-email-messages-by-using-rules-in-outlook?utm_source=openai))  \n- Use Tab / Arrow keys to move to **New Rule** \u2192 opens Rules Wizard. From there, choose presets or \u201cStart from blank,\u201d define conditions, actions, exceptions, name the rule, finish. ([ionos.ca](https://www.ionos.ca/digitalguide/e-mail/technical-matters/create-outlook-rules/?utm_source=openai))  \n- To edit or delete a rule, find it in *Manage Rules & Alerts*, select it, then choose **Change Rule** or **Delete**. ([support.microsoft.com](https://support.microsoft.com/en-us/outlook/mail/manage-email-messages-by-using-rules-in-outlook?utm_source=openai))  \n\n---\n\n## Outlook on the Web\n\nIf your account is Microsoft 365 or hosted on Exchange:\n\n- Log in to Outlook on the web (browser).  \n- Right-click a message in the message list, choose **Rules \u2192 Create rule**. ([services.nvcc.edu](https://services.nvcc.edu/TDClient/413/Portal/KB/Article/18752/Create-a-Rule-in-Outlook-to-Manage-Incoming-Email?utm_source=openai))  \n- Choose **More options** to build a detailed rule: name it, pick conditions/actions/exceptions. ([services.nvcc.edu](https://services.nvcc.edu/TDClient/413/Portal/KB/Article/18752/Create-a-Rule-in-Outlook-to-Manage-Incoming-Email?utm_source=openai))  \n- Save the rule. You might have an option to \u201cRun rule now\u201d to affect existing messages. ([services.nvcc.edu](https://services.nvcc.edu/TDClient/413/Portal/KB/Article/18752/Create-a-Rule-in-Outlook-to-Manage-Incoming-Email?utm_source=openai))  \n\n---\n\n## Keyboard Shortcuts & JAWS-Specific Navigation\n\n- **ALT** brings focus to ribbon shortcuts.  \n- In New Outlook, to reach the Ribbon tabs: use **F6**, then arrows. ([support.microsoft.com](https://support.microsoft.com/en-us/accessibility/outlook/use-a-screen-reader-to-organize-your-inbox-in-new-outlook?utm_source=openai))  \n- To move through list options or menus: arrow keys, Tab / Shift+Tab. Spacebar to select. Enter to confirm. Escape to cancel or exit.  \n\n---\n\n## Common Challenges & Tips\n\n- **Client-only vs server-based rules**: Some advanced conditions (like playing a sound) work only when Outlook is running on your desktop (client-only rules). If you migrate to New Outlook, some classic rules may no longer work. ([support.microsoft.com](https://support.microsoft.com/en-us/outlook/mail/manage-email-messages-by-using-rules-in-outlook?utm_source=openai))  \n- **Visibility**: JAWS may not always announce every submenu (for example filters on Outlook Web). However, even if it\u2019s silent, keyboard commands often still work. ([support.microsoft.com](https://support.microsoft.com/en-US/Outlook/use-outlook-web-app-email-with-a-screen-reader?utm_source=openai))  \n- **Organizing rules order**: Rules are run in the order they appear\u2014top to bottom. If two rules could apply, the earlier one might override the later. In New Outlook, you can reorder. ([support.microsoft.com](https://support.microsoft.com/en-us/outlook/mail/manage-email-messages-by-using-rules-in-outlook?utm_source=openai))  \n\n---\n\nIf you tell me which version of Outlook you\u2019re using (classic vs New Outlook vs Outlook on web), I can provide keystrokes customized for your setup. Do you want that?"
    },
    {
        "role": "user",
        "content": "classic"
    },
    {
        "role": "assistant",
        "content": "Here\u2019s how to use *Classic Outlook for Windows* with JAWS to *create*, *edit*, *delete*, and *run* rules (\u201cRules & Alerts\u201d). I'll include JAWS-friendly navigation tips and keyboard shortcuts. All steps are based on Microsoft\u2019s documentation for Classic Outlook. ([support.microsoft.com](https://support.microsoft.com/en-us/outlook/mail/manage-email-messages-by-using-rules-in-outlook?utm_source=openai))\n\n---\n\n## What to Know First\n\n- \u201cClassic Outlook\u201d refers to versions like Outlook 2016, 2019, 2021, or Microsoft 365 when *not* using the New Outlook interface. ([support.microsoft.com](https://support.microsoft.com/en-us/office/manage-email-messages-by-using-rules-in-outlook-c24f5dea-9465-4df4-ad17-a50704d66c59?utm_source=openai))  \n- Rules sometimes only work when Outlook is running (client-side rules) especially for advanced features. Microsoft alerts you if that restriction applies. ([support.microsoft.com](https://support.microsoft.com/en-us/outlook/mail/manage-email-messages-by-using-rules-in-outlook?utm_source=openai))  \n\n---\n\n## Basic Navigation with JAWS\n\n- Use **Tab** and **Shift+Tab** to move between controls in dialogs.  \n- Use **Arrow keys** to move in menus, lists, and selection boxes.  \n- Press **Enter** or **Space** to activate buttons or toggle checkboxes.  \n- Escape (**Esc**) to cancel or close dialogs.  \n- Ribbon navigation: Press **Alt**, then a sequence like **F** for File, **H** for Home, etc. ([support.microsoft.com](https://support.microsoft.com/en-us/office/keyboard-shortcuts-for-outlook-3cdeb221-7ae5-4c1d-8c1d-9e63216c1efd?utm_source=openai))  \n\n---\n\n## Creating a Rule from a Message\n\nThis is a fast way to create a simple rule based on a selected message.\n\n1. In the message list, use arrow keys to select the message you want the rule to apply to.  \n2. Press **Shift+F10** (or **right-click**) to open the context menu.  \n3. Use arrow keys to go to **Rules**, then **Create Rule**. ([support.microsoft.com](https://support.microsoft.com/en-us/outlook/mail/manage-email-messages-by-using-rules-in-outlook?utm_source=openai))  \n4. In the \u201cCreate Rule\u201d dialog:  \n   - Use Tab / Shift+Tab to move between fields.  \n   - Use Space or Enter to check boxes like \u201cSubject contains\u201d or \u201cSender\u2019s address\u201d.  \n   - To pick a folder: move focus to \u201cMove the item to folder,\u201d press Tab, then use **Select Folder** (or **New folder**).  \n5. If you want the rule to run immediately on messages already in the folder, check **\u201cRun this new rule now on messages already in the current folder\u201d**. ([support.microsoft.com](https://support.microsoft.com/en-us/outlook/mail/manage-email-messages-by-using-rules-in-outlook?utm_source=openai))  \n6. Tab to **OK**, press Enter to save. Then tab to OK again to close.  \n\n---\n\n## Creating or Editing Rules via Rules & Alerts\n\nTo make more complex, multi-condition rules, or to change existing ones:\n\n1. Press **Alt+F** to open the *File* menu.  \n2. Press **R** to choose **Manage Rules & Alerts**. This opens the *Rules and Alerts* dialog. ([support.microsoft.com](https://support.microsoft.com/en-us/outlook/mail/manage-email-messages-by-using-rules-in-outlook?utm_source=openai))  \n3. Use Tab or Arrow keys to move to the **New Rule** button, press Enter.  \n4. The *Rules Wizard* opens. Use Tab to go to:\n   - Templates like \u201cMove messages from someone to a folder,\u201d \u201cFlag messages,\u201d etc.  \n   - Choose \u201cStart from a blank rule\u201d if you want full control.  \n   - Then set one or more **Conditions** (e.g. \u201cfrom people or public group\u201d, \u201cwith specific words in the subject\u201d) \u2013 check boxes and define by pressing the underlined links.  \n   - Press **Next** to add **Actions** (such as move, delete, forward etc.).  \n   - Optionally Next again for **Exceptions**.  \n5. Finally, name the rule, select options like \u201cEnable rule\u201d and whether \u201cRun this rule now on messages already in Inbox\u201d is chosen. Press **Finish**.  \n6. In the *Rules & Alerts* dialog, press **OK** to save all rules.  \n\n---\n\n## Editing, Disabling, Deleting Rules\n\n- Open **Manage Rules & Alerts** (via Alt+F \u2192 R) to see all rules. ([support.microsoft.com](https://support.microsoft.com/en-us/office/manage-email-messages-by-using-rules-in-outlook-c24f5dea-9465-4df4-ad17-a50704d66c59?utm_source=openai))  \n- Navigate through list of rules (use Tab/Arrow).  \n- To **edit**, highlight a rule, press **Edit** (sometimes \u201cChange Rule\u201d depending on Outlook version), or double-enter if available. Modify conditions, actions, names. Press **OK** to save the change. ([support.microsoft.com](https://support.microsoft.com/en-us/office/manage-email-messages-by-using-rules-in-outlook-c24f5dea-9465-4df4-ad17-a50704d66c59?utm_source=openai))  \n- To **disable** temporarily: uncheck the checkbox next to the rule name. To re-enable: check it again. ([support.microsoft.com](https://support.microsoft.com/en-us/outlook/mail/manage-email-messages-by-using-rules-in-outlook?utm_source=openai))  \n- To **delete**, select the rule, then press **Delete**, then OK to confirm. ([support.microsoft.com](https://support.microsoft.com/en-us/outlook/mail/manage-email-messages-by-using-rules-in-outlook?utm_source=openai))  \n\n---\n\n## Running Rules Manually\n\nTo apply rules immediately to existing messages:\n\n1. Open **Manage Rules & Alerts** (Alt+F \u2192 R).  \n2. In that dialog, choose **Run Rules Now**. ([support.microsoft.com](https://support.microsoft.com/en-us/office/manage-email-messages-by-using-rules-in-outlook-c24f5dea-9465-4df4-ad17-a50704d66c59?utm_source=openai))  \n3. Select rules you want to run (check boxes).  \n4. Choose which folder to run them in (\u201cRun in Folder\u2026\u201d via Browse). Also you can include subfolders.  \n5. Choose whether to apply to read/unread/all messages.  \n6. Activate by pressing **Run Now**, then OK.  \n\n---\n\n## JAWS-Friendly Tips\n\n- If JAWS is speaking too much, temporarily switch off **virtual cursor** using the Insert+Z or other command depending on your version, when interacting with dialogs. That helps, since normal UI controls respond better.  \n- Make sure if you create \u201cclient-side\u201d rules (ones that rely on your machine, playing sounds, etc.) that Outlook is running else those rules won\u2019t work. Microsoft warns about that. ([support.microsoft.com](https://support.microsoft.com/en-us/outlook/mail/manage-email-messages-by-using-rules-in-outlook?utm_source=openai))  \n\n---\n\nIf you tell me the exact version of Classic Outlook you're using (for example Outlook 2016 or Microsoft 365 classic), I can give you the precise keystrokes and more tailored notes for that version."
    }
]