Category: QuickFile for Outlook

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QuickFile for Outlook Update for Usability (& NetDocuments)

QuickFile for Outlook has been updated with two important tweaks that make filing and managing emails in Outlook even easier. Both these updates are based on user suggestions. Find out why QuickFile for Outlook is used by thousands of firms for filing, finding and organizing emails. #1 Sticky Columns Widths…

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How to name your Outlook Email Folders

If you use Outlook folders to file customer, project or case/matter emails, here is a simple naming system that will help you both file and find emails later. If you already have an Outlook based email filing system you are happy with, find out how you can file 90% of…

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Best Practices for Creating an Email Filing System in Outlook

In this post we define best practices for an Email Filing System that will work for lawyers, accountants, engineers, architects and other professionals who do work on discrete projects (or matters if you are a lawyer). The simplest system that you can use for organizing your emails is based on…

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Quick Steps: Add shortcuts to the Outlook ribbon to file your emails

Quick Steps: Add shortcuts to the Outlook ribbon to file your emails This week we continue our series on automating Outlook using it’s built in Quick-Steps feature. I will show you how to use Quick-Steps to add buttons to your Ribbon that will let you file emails to any folder…

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Searching for Folders in Outlook

Reader Question: Love QuickFile. Makes Zero Inbox possible but… Do you have a product (or know of one) that can jump to a certain folder in my Outlook folder structure? I need this because it takes me too long to manually locate folders when I need to find specific correspondence.…

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4 Tips to Tame Email without Multi-Tasking

Studies clearly show that people who do not multi-task can focus for longer periods of time and feel also less stressed. But emails makes it difficult to NOT multi-task, particularly if you get notified each time an email comes in. This post shows you 4 things you need to can…

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[Video] Getting Started with QuickFile for Outlook

This 5 minute video shows you how to use Microsoft Outlook to keep your emails organized. The video uses QuickFile for Outlook which you can download and try at no cost. You will see how easy it is to do the 3 ESSENTIAL email filing tasks that all business people need to…

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The right way to file Sent Emails (Move vs Copy)

In this article we look at why many professionals who use Outlook prefer to have two copies of Sent Emails (one in a client/project folder and one in the Sent Items folder). We also show you how to configure QuickFile so that it will Send & Copy File the email…

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How to use Clutter in Outlook… with and without Office 365

Microsoft introduced the Clutter feature for Office 365. In this post, I share how Clutter was designed to declutter your Inbox… my own experience… and what you can use instead. What is Clutter Clutter was introduced for Office 365 users at the end of 2014. Microsoft says that Clutter was…

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3 Common Mistakes of Email Filing

The theme for this month has been email filing and clean inboxes. This week we look at the three common mistakes that result in lost emails and cluttered Inboxes. Over the last 15 years we have helped thousands of Outlook users get their emails organized and their Inboxes clean. In…

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Organizing Emails: Folders versus Tags

Last week I sent out an email to almost 40,000 readers asking them what they wanted help with. The overwhelming answer was some way of managing and organizing emails. In this post I look at the two main ways of organizing emails… Folders and Tags. We will look at the…

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QuickFile for Outlook awarded A+ rating by TechnoLawyer SmallLaw

QuickFile for Outlook was recently reviewed for TechnoLaweyer’s SmallLaw publication by New Jersey lawyer Edward Zohn. His gave it an A+ rating and summarised that: QuickFile easily fulfils its promise. Even if you have a modest Outlook folder structure, you will immediately start saving time. It’s all very painless. There’s…

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Take action on your Outlook emails at the click of a button (QuickSteps)

You can reclaim a lot of your time and energy wasted on emails by automating repetitive tasks. Outlook has a built-in feature called Quick-Steps that makes it easy to create your own automations. The easiest way to show you the power of QuickSteps is with an example. Our company owns…

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The Best use of Outlook Rules to improve Productivity (and Reduce Distraction time)

I have written on several occasions that I don’t use the Outlook Rules much but I have now managed to find an excellent use of this feature which has helped me stay focused and improve my productivity. Do you subscribe to any email newsletters, mailing lists or groups? I often…

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