File Incoming Emails

QuickFile for Outlook

File Incoming emails

You can use QuickFile to file your emails from your Inbox or any other folder. Click on the QuickFile drop-down button. QuickFile will suggest 5 folders where you may file the selected email(s) (marked as A) as shown below:

Click on the folder you want to file the selected email(s) to and the email(s) will be filled away.

   Shift + Mouse click on the suggested folder will file a copy of the selected email(s)
   Ctrl + Mouse click on the suggested folder will take you to that folder.

If your folder is not available in one of the suggested items, click on QuickFile button (marked as B) to open the QuickFile screen:

You can type part of the folder name in the search box to search for your filing folder or select the folder from the list. The following table describes the actions/options available on the above screen:

Options Description
Right-click folder list options You can perform the following actions on the selected folder:
 - Add the folder to QuickFile Favorites list
 - Remove the folder from the QuickFile Favorites list (Note: the folder will not be deleted from your Outlook)
 - Go to the selected folder
 - Open the selected folder in a new window
 - Rename the selected folder
 - Move the selected folder
 - Create a new folder under the selected folder
File: Original email or Copy of email File to move original or to file a copy of the select email(s)
Refresh Re-load the folders list in QuickFile again (if you do not find your folder in the list)
New Folder Create a new folder under the selected folder
QuickFile File the email(s) to the selected folder(s) in the list
Close Exit QuickFile screen without doing anything