Best Practices for Using Microsoft Outlook from a Sales Perspective

How to Create a .pst File

From time to time you may need to create a separate .pst file in your Outlook folder list either because you want to get something off of your Exchange profile, because you want to segregate information or a plethora of other reasons.  Here is how you do it.

On the Outlook File menu, select Data File Management and the Outlook Data Files window will open (see thumbnail below). 

 Outlook Data Files Window

Click the Add button and the New Outlook Data File window will open (see thumbnail below).  In the Types of storage list box, “Office Outlook Personal Folders File (.pst)” will most likely be selected – it not, select it and then click the OK button.  One caveat is that if someone using Outlook 2002 or a previous version of Outlook will need to access this .pst file then you should choose the other Types of storage list box option ” Outlook 97-2002 Personal Folders File.”

 New Outlook Data File Window

The Create or Open Outlook Data File window will now open (see thumbnail below).  In the File name text box, type the name you would like to give this file (in the example thumbnail below the name is “NewPstFolder.pst”).  Click the OK button.

 Create or Open Outlook Data File Window

The Create Microsoft Personal Folders window will now open (see thumbnail below).  Type the name of the pst file as you would like it to appear in your Microsoft Outlook folder list (note this is not the same thing as the name of the .pst file out in your folder system).  Then click the OK button.

 Create Microsoft Personal Folders Window

Click the Outlook Data Files window Close button and you should now see your new .pst file in the Folder List view of the Outlook Navigation pane (see thumbnail below).

Folder List with NewPstFolder listed

This post was written by MistyKhan and published on February 27, 2008 in the following categories: How-To's. You can leave trackbacks on this post at this address. To follow the comments on this post subscribe to the RSS feed.


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