In the Choose An action field, click the entry for Reply. To create a keyboard shortcut, in the Shortcut key box, select the keyboard shortcut that you want to assign. Quick Steps are customizable shortcuts that you can use for simple tasks or groups of tasks, such as easily sending a message to a group, or marking an email as read while also moving it to another folder. Method B: Step 1: Click the File > Options. The tutorial below shows how you can create a quick step using Outlook 2010. I'm using the latest iteration of Outlook from Office 365, but the Quick Steps feature works similarly for the past few flavors of Outlook. That’s not a big deal if you only perform a particular action every once in a while, but if it’s something you do regularly […] Click the “ Quick Steps ” you wish to run from the “ Quick Steps Gallery". Forwards the message to others in your team. 1. Perhaps you want to be able to reply to an incoming email right away and then move it to a specific folder after you've replied--let's try that. Most f what I do find is out dated and says that Quick Step … Quick Steps are customizable shortcuts that you can use for simple tasks or groups of tasks, such as easily sending a message to a group, or marking an email as read while also moving it to another folder. Get the complete Outlook 2016 training course here https://www.simonsezit.com/courses/microsoft/microsoft-outlook-2016-training … Note: Quick Steps cannot be undone using a menu command or with a keyboard shortcut like Ctrl+Z. If the Calendar folder isn't listed, you'll need to click Other folder and select it. Type in the Tooltip te… Quick Steps, new in Outlook 2010, is a feature that applies multiple actions at once to an email message. Customizable Quick Steps allows you to use Outlook exactly how you need, to make life easier. Quick Steps allows me to do all this simply by clicking one button. Before you get started diving into Quick Steps, you'll want to think about how best to organize your email. If you get a lot of electronic filing notices, particularly from court … On the Home tab, click “Create New” in the Quick Steps section. You have two ways to use Quick Steps in Outlook – one is to use the default actions and the second is to create custom actions for your need. OfficeDocs-Support / Outlook / Client / user-interface / outlook-quick-steps-issues.md Go to file Go to file T; Go to line L; Copy path Cannot retrieve contributors at this time. Thank you levidos for suggesstion but I want to find a way to copy just the "quick steps" settings between computers or between diferent IMAP account on the same PC. Quick Steps, new in Outlook 2010, is a feature that applies multiple actions at once to an email message. 1. Related Content. As mentioned earlier if a user has his custom Quick Steps please create a backup of the same following the Steps 2 to 13. By now, you’ve no doubt noticed that some Outlook actions take multiple clicks of the mouse to complete, such as the process of replying to a message and then deleting it. Step-by Step: Creating the Quick-Step. 24. Customize Quick Steps If you’re using Outlook 2010 you’ll notice the new Quick Steps section in the Ribbon. Select Add Action for any additional actions. And you can combine multiple actions into one single step. Follow. Tip #1: Eliminate Repetitious Typing using Quick Parts Create a Quick Step to Move Email Messages . CES 2021: Samsung introduces the Galaxy Chromebook 2 with a $550 starting price. Create your own Quick Step to execute any sequence of commands, name it, and then apply an icon to help you identify it. When you use some Quick Steps for the first time, you are prompted to configure them. Move to ? arrow at the side of the Quick Steps box to open Manage Quick Steps. If the primary account is configured as an IMAP or POP email account, a Calendar or Tasks folder is created locally so that these features can still be used within Outlook. Click Add Actionto insert an extra action into the Quick Step. Click on the down arrow to expand the list. Reubin Iver. On the Home tab, in the Quick Steps group, in the Quick Steps gallery, click the Create New: 2. Type your reply and send the message, and the email is then moved to the appropriate folder (Figure F). Microsoft Outlook – “Edit Quick Step” dialog. Outlook offers a range of predefined Quick Steps, which you can access from the ribbon under “Home” tab. If the primary account is configured as an IMAP or POP email account, a Calendar or Tasks folder is created locally so that these features can still be used within Outlook. ; Right-click on any entry, and then click Organize and Delete. Select the first action you want the Quick Step to do, then add additional actions with the Add action button. Select a specific step and click the up or down arrow at the bottom to move it backward or forward in the list of steps (Figure G). Be your company's Microsoft insider by reading these Windows and Office tips, tricks, and cheat sheets. To do this, right-click on the existing step in the Quick Steps group and select Duplicate. Delivered Mondays and Wednesdays. Note: If Windows … Click the new Quick Step you created for Reply & Move. The Quick Steps included with Microsoft Outlook 2013 can be customised. These tips are geared towards Outlook 2013, 2016, 2019, and Microsoft 365, but many apply to older versions of Outlook as well. When you receive an email, rather than ignore it or save it for later, simply select the appropriate Quick Step to deal with it immediately. By default there are only 5 Quick Steps in Outlook 2010. (Quick Steps can be used to do many other things too which … Here’s how to do it. Microsoft defines this feature as "building blocks". Microsoft Outlook Quick Steps provide users with the capability to perform recurring tasks by using a single click e.g. (Yes, a lot of people use the Deleted items folder as a file cabinet. That email is then moved to the appropriate folder (Figure D). I will show you how to use Quick-Steps to add buttons to your Ribbon that will let you file emails to any folder at the click of a button. It can be a time saver. Default Quick Steps in Outlook include the following: Moves the selected message to a mail folder that you specify and marks the message as read. Using Outlook's Quick Steps Quick Steps Address Book Bug (Fixed) Outlook 2013: Set reminders on Tasks in an IMAP account About Diane Poremsky. With this we can easily and quickly manage out mail messages. To do this, click the icon for Create New in the Quick Steps section (Figure A). Answer: One, if you’re using a Quick Step. Tags: ms, Ms Outlook - Quick Steps, outlook, quick, STEPS, Tutorials Point Subscribe ← SPOOKY HALLOWEEN DIY IDEAS || Last Minute Halloween Costumes And Crafts by 123 GO! Click the field to Choose an Action and select the action to Move To Folder. Quick Parts were introduced in Outlook 2007 as a more versatile replacement for AutoText from previous versions. For example if you assign CTRL+Shift+1 to this step you can instantly perform the entire Quick Step by PressingCTRL+Shift+1 at anytime while using Outlook. How did you setup this account in Outlook 2016, with IMAP connection or POP connection? Affiliate disclosure: TechRepublic may earn a commission from the products and services featured on this page. I really like the ability to instantly reply with a message template via Quick Steps. Outlook Quick Steps is a new feature introduced in Microsoft Outlook 2010; useful to apply multiple actions (quick steps) on mail messages. Click New Quick Step – Move to Folder. On the Home tab, in the Quick Steps group, in the Quick Steps gallery, click the Create New: Moves the message to a specified mail folder, marks the message complete, and then marks it as read. From here, you'll want to create steps based on your needs. Last modified: May 23, 2018. Lance Whitney is a freelance technology writer and trainer and a former IT professional. If you want, in the Shortcut key box, select a keyboard shortcut that you want to assign to that Quick Step. You can easily change any element of a Quick Step from its name to its actions. This name will be appeared in “Quick Steps” group in Home tab, once the Quick Step is created. You can also change the order of the steps. Quick Steps are used to combine multiple email steps into one single click action. Then, click the button to Add Action. Personally, I am a Quick Step fan, but I often speak to people who don’t use them and in some cases have never even heard of Quick Steps. Probably the fastest (and best) way to move emails to folders in Outlook is to set up one-click quick steps. 3. She also created video training CDs and online training classes for Microsoft Outlook. Quick Steps allows me to do all this simply by clicking one button. Click Quick-Step on the Home tab of the Outlook ribbon. Outlook ne synchronise pas le dossier calendrier ou tâches avec le serveur pour les comptes IMAP ou pop. Click Quick-Step on the Home tab of the Outlook ribbon. We want to know. There’s no programming involved so you don’t have to worry about VBA or the Developer tab. 5 years ago | 4 views. Please start Outlook in safe mode and confirm if the "Manage Quick Steps" crashes Outlook or not. Create a library of Quick Steps. Generally, the Quick Steps are stored within the mailbox itself. (Quick Steps can be used to do many other things too which you can explore by clicking on Custom if you wish). Tick the Move to folder checkbox. A Microsoft Outlook Most Valuable Professional (MVP) since 1999, Diane is the author of several books, including Outlook 2013 Absolute Beginners Book. These apps can help, Microsoft Office vs Google Docs Suite vs LibreOffice. Under Actions, change or add the actions that you want this Quick Step to do. Note: For Quick Steps that have a move/copy to folder action, you may need to reassign the folder in your Quick Step configuration in Outlook for it to work again. Quick Steps: Add shortcuts to the Outlook ribbon to file your emails. For example, if you need to: move some messages to the specific folder, send a copy to your colleagues with the correct subject. With Quick Steps, you can create steps that incorporate one or more actions to automatically deal with a specific message. This is because Quick Steps can contain actions such as Permanently Delete that are not able to be undone. In the Name box, type a name for the new Quick Step. Leverage & Lean is here to help fill your Outlook toolbox! Step 3: In the right-click menu, select the Add to Quick Access Toolbar item. Type in an easy to remember name for this Quick Step in the Name box. Step 4: In the coming Properties dialog box, go to the Value tab, enter the in the Edit box in the Initial section (or Initial Value section in Outlook 2010), and click the OK button. : This option allows you to quickly move a message to a specific folder, which you'll … TechRepublic Premium: The best IT policies, templates, and tools, for today and tomorrow. Note that the Quick Step functionality is not available in MIcrosoft Outook 2007 or earlier. Click Finish (Figure B). I like to think of Quick Steps as rules that I apply when I want to (rather than setting something up in Rules that is usually applied automatically). On the Home tab, click “Create New” in the Quick Steps section. You can also use a Quick Step as the source to create a new and similar step. He's the author of two tech books--one on Windows and another on LinkedIn. If you use Microsoft Outlook, you may spend a lot of time managing your email--deleting, moving, and organizing all your mail can seem like a full-time job. For example, if you frequently move messages to a specific folder, you can use a Quick Step to move the message in one click. In this video, learn how to create and use custom Quick Steps to perform a series of tasks on demand. Regards, Winnie Liang TechNet Community Support. 47 lines (34 sloc) 1.99 KB Raw Blame. Here’s how to do it. You can remove a step you no longer need--right-click on it in the Quick Steps group and select Delete. For example, if you move messages to a certain folder, you can create a Quick Step … Si le compte principal est configuré en tant que compte de messagerie IMAP ou POP, un dossier calendrier ou tâches est créé localement afin que ces fonctionnalités puissent toujours être utilisées dans Outlook. 4. If your organization uses Microsoft Exchange Server or Microsoft 365, your manager's name is detected in the Global Address List and inserted in the To box, or you can specify the recipient. For example, if you want a Quick Step to move messages to a certain folder, you must specify the folder before you can use the Quick Step. Checkout some of our latest Outlook Quick Steps Tutorials: So, by clicking on a Quick Step you can categorise an email message, move it to a folder, add a follow-up flag, reply to it, and create a meeting request about it, all by one click of your mouse. Click on the “Add Action” button to add additional action like after forwarding, replying to the email or moving the email to a specified folder. Then the Choose Form command is added to the Quick Access Toolbar immediately. Default Quick Steps. I make sure to move the appropriate emails to those and other folders, and I often use Quick Steps to do that. Click the Choose folder field and select the To-Do folder to which you want to move an appropriate email. Backup or Share Quick Steps. Name the action, and then choose the appropriate folder to move your mail to. © 2021 ZDNET, A RED VENTURES COMPANY. Outlook does not synchronize the Calendar or Tasks folder with the server for IMAP or POP accounts. To create a new Quick Steps, do the following: 1. The Quick Steps are very prominent, right in the middle of the Home tab. I'd love to be able to extend Quick Steps with a custom Action, something like this: Click Save after you've made your changes. Quick Steps seems like a perfect structure for what I'm trying to accomplish: I need to take an action based on the currently selected items. There are some included by default and they can be customized. For example, if you frequently move messages to a specific folder, you can use a Quick Step to move the message in one click. Or, if you forward messages to your manager or peers, a one-click Quick Step can simplify the task. LEARN MORE: Office 365 Consumer pricing and features. Select the email and then click the icon in the Quick Steps section for To Do. If there is no issue in safe mode, please go to File > Options > Add-ins, set Manage COM Add-ins, click Go. There might be some minor differences if you are using a newer version, but you should be just fine. In the Choose An action field, click the entry for Reply. As a couple of examples, I've created a folder called To-Do for tasks I need to accomplish and another folder called Done for tasks I've accomplished. I would like to create a custom "Quick Steps" action for an Outlook 2010 Add-In. If you want to permanently remove a certain building block from the gallery, this is what you need to do: On the Insert tab, in the Text group, click Quick Parts. This helps you quickly manage your mailbox. Outlook allows to create our own Quick Steps, those are suitable for our requirements. Note: If you want to automatically insert the current time in new email message, please enter the Now() in the Edit box. When you run an Outlook Quick Step, it performs actions on an email message. A subscription to make the most of your time. You can create a … Outlook Quick Steps allows you to create One Click Quick Steps for actions you repeat frequently. To open the Manage Quick Steps dialog, click the Expand arrow in the lower right corner of the Quick Steps section. Click Finish. Quick Steps can save you time in Microsoft Outlook by helping you quickly manage each individual message. This week we continue our series on automating Outlook using it’s built in Quick-Steps feature. Outlook does not synchronize the Calendar or Tasks folder with the server for IMAP or POP accounts. For POP connection, we can reuse your original pst-file on your new computer, then your Quick Steps will also be retained. Outlook Quick Steps Tutorials Leverage & Lean is doing a series of Outlook Quick Steps tutorials because there are so many actions you can create using Quick Steps. Think of them as an automated way to perform a multiple series of individual steps in Outlook. Team Email: Use this Quick Step to open the New Message form and populate the To field with a … * 2. Click the Name box to change the name of the Quick Step. Why do 10 mouse clicks when 1 will do? From start to finish: How to host multiple websites on Linux with Apache, Checklist: Managing and troubleshooting iOS devices, Understanding Bash: A guide for Linux administrators, Image: Suwaree Tangbovornpichet, Getty Images/iStockphoto, Comment and share: How to use Quick Steps to manage your emails in Microsoft Outlook. To configure or change existing Quick Steps, do the following: In the Quick Steps group, select the More One of the primary goals is to move, reply to, or otherwise manage an incoming email, so it doesn't just languish in your inbox for weeks or months. If you’re using Outlook 2010 you’ll notice the new Quick Steps section in the Ribbon. Maybe you want to manage emails that concern tasks you must accomplish, so you want to move them to a To-Do folder. Name the step, something like Reply & Move. Name the step, something like Reply & Move. However, it hasn’t caught on like Microsoft had hoped and I think that’s because some of the pre-canned Quick Steps – such as ‘New E-mail To’ and ‘Forward To’ – are too simple and don’t offer any value over existing Outlook features. Quick Steps is an Outlook for Windows (not Mac) feature that lets you combine common or oft-repeated actions into a single clickable icon. To configure or change Quick Steps, on the Home Tab, use the dropdown arrow in the Quick Steps box, then select Manage Quick Steps. Disable any third-party add-ins, restart Outlook in normal … It can be a time saver. Give your new Quick Step a name. For example, you can create a step to permanently delete an email, copy or move it to a specific folder, mark it as unread, or forward it as an attachment. (optional) Select an icon for you Quick Step. Step (6). Again, click the icon to Create New in the Quick Steps section. So, to avoid a lot of repetitive steps in Outlook, you can use Quick Steps. And when it comes to email, Quick Steps is a great short cut. To be more specific: I have a 2 PC's with different IMAP accounts some are common on the both PC's but I have some "quick steps" that I would like to use no matter what IMAP account I use (on the same Outlook Profile) on … In the “Edit Quick Steps” pop-up, you can change the subject, add Cc, add Bcc, setup flag and importance. He's written for Time, CNET, PCMag, and several other publications. Technology to me is all about short cuts and ‘cheats’ to make my life easier. Select the folder to move to in the list. Although changed Quick Steps keep the same location in the gallery, you can rearrange them in Manage Quick Steps. Forward to someone for handling. Outlook Quick Parts is a gallery of reusable pieces of content that you can quickly insert into your email messages as well as appointments, meeting requests, contacts, and tasks. You can also create your own to make a Quick Steps gallery of mail actions that you take most often. Report. Select an action from “Choose an Action” combo box. If you regularly need to type a standard block of … Quick Steps are a feature that allow you to apply multiple actions at once to an email message. Now, let's say that a new, incoming email concerns a task you must do. How to delete Quick Parts in Outlook. She has these Quick Steps Syncing between her machine and one of the other users machines but not the other. You can manage your Quick Steps individually or as a whole--right-click on any Quick Step and select Manage Quick Steps. Note: If you want to automatically insert the current time in new email message, please enter the Now() in the Edit box. Click Finish (Figure E). This helps you quickly manage your mailbox. There are several of these Quick Steps included by default in Outlook, but today we’re going to look at creating our own. There are many possible uses for this tool, such as flagging a message and moving it into a folder, or forwarding a message to your entire work team, or creating a calendar item based on the message. Customize Quick Steps. Browse more videos. Playing next. Or, if you forward messages to your manager or peers, a one-click Quick Step can simplify the task. Step 4: In the coming Properties dialog box, go to the Value tab, enter the in the Edit box in the Initial section (or Initial Value section in Outlook 2010), and click the OK button. … Think of Quick Steps as a toolbox that you add tools to over time. Examples of how to use Quick Steps: Moving emails to a specific folder, adding a follow-up flag, and marking them as “read”. There’s no programming involved so you don’t have to worry about VBA or the Developer tab. Step 2: In the Outlook Options dialog box, click the Quick Access Toolbar in the left bar. Select an incoming email to which you want to reply and then move to a folder. Open Outlook. But when I use Quick Steps to create this message, and I copy the text from Word, where the links work perfectly, Quick Steps will keep the text but strip the formatting so I need to keep copying from Word and pasting into the Outlook email in order for the links to stay active. After you set up a quick step, move emails with a single click. The section for Quick Steps resides on the Home Ribbon and already contains a few default steps. Like macros, Outlook Quick Steps perform actions on a selected email message. Opens a reply to the selected message, and then deletes the original message. Click New Quick Step – Forward To. Step-by Step: Creating the Quick-Step. 30 things you should never do in Microsoft Office (free PDF), Microsoft Outlook update: The 7 features business professionals need to know, How to add a drop-down list to an Excel cell, Cost comparison calculator: G Suite vs. Office 365, You've been using Excel wrong all along (and that's OK), It takes work to keep your data private online. That brings you to the Edit Quick Step window where you can now change whatever elements you wish. There are several of these Quick Steps included by default in Outlook, but today we’re going to look at creating our own. Quick Steps apply multiple actions at the same time to email messages. In the Choose An Action field, select the entry for Move To Folder, and select the specific folder. Press Win+R to open Run in Windows, type Outlook /safe, press Enter. I can not find anything to help figure this out. Select the icon button next to the Name box, select an icon, and then select OK. Create a Quick Step to Move Email Messages Probably the fastest (and best) way to move emails to folders in Outlook is to set up one-click quick steps. In the Quick Steps group, in the Quick Steps gallery, select the Create New Quick Step. Under Actions, choose an action that you want the Quick Step to do. Outlook includes some predefined Quick Steps or you can create your own. There are some included by default and they can be customized. Give your new Quick Step a name. The Quick Steps are … How to create Outlook Quick Steps. Step (5). Posted on June 14, 2019 by Louise Howland. Share on Facebook Share on Twitter Share by e-mail. In the Quick Steps group, in the Quick Steps gallery, select the Create New Quick Step. Toutefois, les comptes IMAP ou POP non principaux n’ont pas ces dossie Note: New Quick Steps appear at the top of the gallery on the Home tab in the Quick Steps group. You can customise any of the default Quick Steps. In the Quick Step box, select the Quick Step that you want to change, and then select Edit. I like to think of Quick Steps as rules that I apply when I want to (rather than setting something up in Rules that is usually applied automatically). This works for most of my replies but for one type of reply I need to have rich text formatting support with additional font settings, an image and also a table. And even more is available, you can also: 1. Right-click a step you wish to modify and select Edit. Forwards the message to your manager. Close MFCMapi and restart Outlook and check if the Quick Steps are present or not. How will 5G impact your company's edge-computing plans? Untick Mark as read checkbox. The action requires a destination folder. Outlook Quick Steps, which was introduced in Microsoft Outlook 2010, is a handy feature that allows you to automate repetitive tasks in Outlook. It's a bad idea.) Right-click and drag to see all of the options available: Copy as appointment with text, as attachment, Move as text, or Move as attachment. After you set up a quick step, move emails with a single click. If your organization uses Microsoft Exchange Server or Microsoft 365, your team members names are detected in the Global Address List and inserted in the To box. Step-by Step: Creating the Quick-Step. You can also create your own to make a Quick Steps gallery of mail actions that you take most often. Eliminate Repetitious Typing using Quick Parts. Outlook 2010 Quick Steps. If you don't like dragging, you can use the Move to (or Copy to) folder command to create the appointment. If you want to change the icon for a Quick Step, select the icon next to the Name box, select an icon, and then select OK. POC uses Quick Steps in Outlook 2016 on a Windows 10 (1909) PC. Next, you can combine multiple actions into a single quick step. When you use some Quick Steps for the first time, you are prompted to configure them. Outlook 2010 Quick Steps. The Quick Steps included with Outlook can be customized. Quick Steps in Outlook . Enter name of the Quick Step in Name: field. Step 2. You can also add a text and schedule the message after 1 minute delay. To configure or change Quick Steps, on the Home Tab, use the dropdown arrow in the Quick Steps box, then select Manage Quick Steps. Click Quick-Step on the Home tab of the Outlook ribbon. Again, click the icon to Create New in the Quick Steps section. ; Select the entry you wish to remove and click the Delete button. Click Choose a shortcut to assign a Shortcut key to this Quick Step. From here, you can edit, duplicate, or delete a step. Select the one you would like to change and then Click the E dit button below the description. To backup or share Quick Steps, you need to use MFCMAPI to export the hidden messages that store the quick steps, then repeat the steps to import. Customizable Quick Steps allows you to use Outlook exactly how … Outlook's Quick Steps provide users with the ability to quickly file messages as they finish working on them, replacing the need to use the Del key to "file" messages. To start Outlook in safe mode, please close Outlook. So, to avoid a lot of repetitive steps in Outlook, you can use Quick Steps. In this video, learn how to use Outlook's built-in Quick Steps such as Team Email, Done, or To Manager. Quick Steps is an Outlook for Windows (not Mac) feature that lets you combine common or oft-repeated actions into a single clickable icon. Quick Steps in Outlook. 8 of the most popular programming languages, 10 fastest-growing cybersecurity skills to learn in 2021. At the Edit Quick Step window, name the step, for example: To-Do. Open Outlook and ensure that the … We need to select, what actions should takes place when we click on the Quick Step. Quick Steps allow you to take a process that requires multiple steps and combine them into one easy action. However, Quick Steps can do much more than move messages to a folder. To create a new Quick Steps, do the following: 1. Proposed as answer by Melon Chen Microsoft contingent staff Tuesday, February 17, 2015 2:44 AM; Marked as answer by Melon Chen … What are Outlook Quick Steps? Reply and Delete or Move to? When Quick Steps was introduced with Outlook 2010, Microsoft created a lot of fanfare. Outlook 2013 tutorial: Using Quick Steps to process messages | lynda.com. This is handy because you won’t need to find the Home tab and Quick Step bar to use them. You can customize any of the default Quick Steps. One way to ease the burden in Outlook is through the Quick Steps feature. For example, if you need to: move some messages to the specific folder, send a copy to your colleagues with the correct subject. Quick Steps apply multiple actions at the same time to email messages. Click New Quick Step – Forward To. 5:00. ALL RIGHTS RESERVED. (Figure C). : the best it policies, templates, and then select Edit ces:... That the Quick Step that you take most often to click other and! Perform the entire Quick Step that you add tools to over time new. Name for the first time, CNET, PCMag, and the and. To me is all about short cuts and ‘ cheats ’ to make easier... Bar to use them this Quick Step box, select the create new in Outlook a of! Be retained an icon, and then select Edit if the Calendar folder n't..., for today and tomorrow ; right-click on any Quick Step, emails. 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Imap connection or POP connection, we can easily and quickly manage each individual message down! These apps can help, Microsoft Office vs Google Docs Suite vs LibreOffice set up a Quick Step the Steps! Be retained machines but not the other at once to an email message and. Tricks, and then marks it as read: click the icon to create a Quick.! That allow you to use Outlook 's built-in Quick Steps was introduced with 2010. Example: To-Do more actions to automatically deal with a specific message manager or peers a... Can use Quick Steps such as Team email, Done, or to manager were introduced Outlook. Action from “ Choose an action that you want to assign a key.
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