Sending Categories on Email Messages

Last reviewed on March 7, 2014

To avoid releasing potentially private information on outgoing email messages, categories are not sent with email in Outlook 2003 and up when you use Exchange server mailboxes. When you use categories with internal codes or potentially embarrassing keywords, the recipient will not see them.

This does not apply to POP3 or IMAP accounts. The Category is removed by Exchange Server’s transport rules, not Outlook, when the message is sent. A rule in Outlook 2007 and 2010 removes categories as messages are downloaded; Outlook 2013 does not have this rule, users will need to create the rule to remove categories.

If you need to send categories on outgoing email you can use the SendPersonalCategories registry entry.

Warning: when making this change, the categories will be included on the sent message and the recipient will be able to see the category (unless the recipient uses a rule to remove categories from messages they receive).

Create the key or path if it does not exist. This key should take effect without restarting Outlook.

In Outlook 2013 RTM, the SendPersonalCategories key does not work. The Category is kept on Sent Items in your mailbox only. It’s fixed in a later update.

Outlook 2013

HKEY_CURRENT_USER\Software\Policies\Microsoft\Office\15.0\Outlook\Preferences
DWORD: SendPersonalCategories
Value Data: 1 to keep categories on sent mail, 0 to not include categories

Outlook 2010

HKEY_CURRENT_USER\Software\Policies\Microsoft\Office\14.0\Outlook\Preferences
DWORD: SendPersonalCategories
Value Data: 1 to keep categories on sent mail, 0 to not include categories

Outlook 2007

HKEY_CURRENT_USER\Software\Policies\Microsoft\Office\12.0\Outlook\Preferences
DWORD: SendPersonalCategories
Value Data: 1 to keep categories on sent mail, 0 to not include categories

Outlook 2003

HKEY_CURRENT_USER\Software\Policies\Microsoft\Office\10.0\Outlook\Preferences
DWORD: SendPersonalCategories
Value Data: 1 to keep categories on sent mail, 0 to not include categories

If you setting the SendPersonalCategories value, users can still delete the categories as messages arrive by using a rule.

Do it for me

If you don’t want to edit the registry yourself, you can download and run a registry file to make the changes. This reg file also sets AcceptCategories value.

Outlook 2013Outlook 2010Outlook 20072003

Default Rule to Remove Categories

Outlook 2007 and up have a default rule that removes categories from messages as they arrive. Delete the rule or disable it if you want to keep the categories.

Outlook's default rule to remove categories

Exchange rule to remove categories

In Exchange 2007 and up, categories are removed from messages. To disable it, the administrator can use this cmdlet to change the transport setting.

Set-transportconfig -clearcategories $false

Other methods

If you need to include the category on a one time basis, drag the item to the hard drive, zip it and email the zip file. The recipient will drag the item to a folder in their Outlook and if using Outlook 2007, can add the categories to their master list by using the Upgrade to color categories option in the root folder properties.

Add Categories to Master list

In Outlook 2007 or 2010, to add a category that is not in your master list, to your master list, select it (so its highlighted) and click the New button.

Not in master list

Outlook will assign the next unused color – change the color and set a shortcut key, if desired, then click Save.

Adding Categories when Composing Email

The Categories button is not available when you are composing new messages. When you need to assign categories, you need to add the category to the message either in the Sent folder or in the Outbox.

To add the category before hitting Send, you can use VBA to open the Categories dialog. Add the following code to the VB Editor and then add a button to the QAT, Ribbon, or Toolbar of a message form. Click the button to open the Category dialog.

'by Michael Bauer
'http://vboffice.net/sample.html?lang=en&mnu=2&smp=53&cmd=showitem
Public Sub ShowCategoriesDialog()
  Dim Mail As Object
  Set Mail = Application.ActiveInspector.CurrentItem
  Mail.ShowCategoriesDialog
End Sub

More Information

Outlook Categories (Slipstick)
More Category VBA Code Samples by Michael Bauer:
E-Mail: Categorizer for outgoing e-mails
E-Mail: Categorize and move

Written by

Diane Poremsky
A Microsoft Outlook Most Valuable Professional (MVP) since 1999, Diane is the author of several books, including Outlook 2013 Absolute Beginners Book. She also created video training CDs and online training classes for Microsoft Outlook. You can find her helping people online in Outlook Forums as well as in the Microsoft Answers and TechNet forums.

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