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Archive for email filing

How to stop DROWNING in too much email

Friday, January 6th, 2012

This is the first in a series of articles on how we use Outlook addins to get organized and have a more productive year.

One of the problems with emails is the SHEER VOLUME of emails we get…. They just keep coming and coming.

How can we write and respond to so many emails… keep them organized… and find them when we need to.

This article shows you exactly how I PERSONALLY USE QuickFile for Outlook on a daily basis… I hope you find ideas in it that will help you take control of your emails.

I am able to file 90% of the emails at the click of a button

QuickFile adds a toolbar inside Outlook. Whenever I select an email, QuickFile changes one of the buttons to the name of the folder I last used to file a similar email… most times the email needs to go into the same folder. One click and the email is moved out of my Inbox.

What I like:

  • I am actually filing my emails because I don’t have to hunt through a tree of folders.. one click is so much faster.
  • My Inbox doesn’t feel like a list of endless tasks because it only contains emails that still need my attention.

A COPY of my Sent Emails are automatically filed to the correct folder

QuickFile prompts me for a folder every time I send out an email. The prompt contains a list of folders where I am most likely to file the email…. Double-click and the email is automatically filed to the correct folder after it is sent.(The prompt can be turned off if you prefer to bring it up only when you want by clicking Send&File instead of Send)

What I like:

  • Without this, emails in my Sent Items folder were NEVER filed. I don’t look at Sent Items as often as my Inbox and it’s just too easy to forget.
  • QuickFile can either move the original email or file a copy from the Sent Items folder. The copy feature was implemented as a result of user DEMANDS and I really find this useful. A copy gets filed to the correct folder and I still have a copy in my Sent Items for quick reference. Many users tell me that they also use the Sent Items emails for filling in timesheets.

I don’t let Newsletters distract me

I subscribe to many different newsletter emails. Most of these newsletters do not need my urgent attention… they do not need to be added to my list of things to do.

QuickFile lets me treat any email in my Inbox as a newsletter at the click of a button. After that any email from that email address automatically gets moved to a folder dedicated to Newsletters, which I then read at my convenience.

What I like about this:

  • My Inbox does not get cluttered by newsletters… there is less stress each time I look at my Inbox.
  • I’m not distracted from my real work by an email with an interesting topic
  • QuickFile reminds me once a day to look at my newsletters with an email in my Inbox… I do a quick scan to make sure that I am not missing out on anything time-sensitive.
  • Many emails that I was spending (wasting) a lot of time reading no longer seem important… now that they’re not in my Inbox, I don’t feel as compelled to read stuff that I won’t actually use.

I (defer and then) deal with non-urgent emails in batches

Many productivity gurus recommend that you don’t deal with emails first thing in the morning but… we’re in a different time zone from many of our customers… I need to reply to them first thing to ensure that we are able to communicate while we are still both at work.

I start from my Inbox and deal with each in it. If it’s urgent I deal with it there and then.

Otherwise, I use QuickFile to defer it to 11 am… a time I have set aside for email processing. QuickFile moves the email out of my Inbox and then brings it back at 11 am. (QuickFile can defer each email to a different time of your choosing).

What I like:

  • My Inbox does not contain emails that I have decided not to work on now. This keeps me focussed only on what I need to think about.
  • The email automatically appears at a time of my choosing.
  • Batch Processing emails is actually a much more productive way of dealing with emails instead of getting distracted by emails 50 times a day.

I am able to find Email Folders by typing any part of the folder name

I have many folders of several levels inside Outlook. Finding the right folder to file or retrieve an email can take a long time… OK… it takes less than 10 seconds but it feels like a long time.

QuickFile adds a Find&Goto Folder button to the Outlook toolbar. To find a folder all I need to do is click on the button and type a few characters from anywhere in the name of the folder.

QuickFile shows me all matching folders and I double-click to go to the correct folder. Easy!

What I like:

  • I don’t have to remember where the folder is or it’s exact name.. or even the start of the folder name. QuickFile will do a find anywhere in your Outlook file and based on any part of the folder name
  • It makes answering queries that requires reference to old emails much much faster.

That covers my favourite ways in which QuickFile makes me productive

If you’re not using QuickFile yet… you owe it to yourself to try it out. There is a fully functional 30-day trial on our website.

Also remember to check out the NEW YEARS RESOLUTION OUTLOOK PACK. We have bundled QuickFile with 3 other Outlook Email Overwhelm boosters. You can save more than 50% for the next few days.

Strategies for Outlook Sent Items Emails

Thursday, November 10th, 2011

There are four things that we can do with emails sent from Outlook: 1) leave them in the Sent Items folder 2) Delete them 3) File them to another folder or 4) Leave a copy in the Sent Items folder and file a copy in another folder.

Here is how QuickFile for Outlook users can do all of these things almost automatically.

QuickFile for Outlook displays the Send&File screen every time you send out an email (i.e. the screen is displayed when you click Send).

Send and File screen

To leave the email in the Sent Items folder:
Click Send Only on QuickFile’s Send&File screen.

If you don’t want this prompt to be displayed (i.e. you want all sent emails to simply stay in the Sent Items folder), you can change the settings .

  • On the QuickFile Toolbar/Ribbon > Click More > Settings…
  • Under the General tab, you will find the option “Action to take when Send clicked
  • From the Drop-down menu, select Do Normal Send
  • Click OK

To delete the email after it is sent (i.e. you do not want a copy in the Sent Items folder or in any other folder)

Click Send & Delete when QuickFile for Outlook displays the Send&File screen.

To file the sent email into another folder and leave a copy in the Sent Items folder:

  • On the Send & File screen, select the folder to which you want to file a copy of the email
  • Click on the Show Options >> link on the bottom right corner of the screen
  • Select the option “File a COPY of email
  • Click Send & File button

If you normally want to file emails this way, you can change the relevant setting on the QuickFile settings screen.

  • On the QuickFile Toolbar/Ribbon > Click More > Settings…
  • Under the General tab, go to the section “Action to take upon Button Click
  • From the Drop-down list for Send & File:, select File a copy of email to folder
  • Click OK

To file the sent email out of the Sent Items folder and into another folder:

  • On the Send & File screen, select the folder to which you want to file the email
  • Click on the Show Options >> link on the bottom right corner of the screen
  • Select the option “File/Move original email
  • Click Send & File button

If you normally want to file emails this way, you can change the relevant setting on the QuickFile settings screen.

  • On the QuickFile Toolbar/Ribbon > Click More > Settings…
  • Under the General tab, go to the section “Action to take upon Button Click
  • From the Drop-down list for Send & File:, select File/Move original email to folder
  • Click OK

We hope this blog post helps you get more out of QuickFile for Outlook. . If you’re not a user yet, you can view a demo video of Quick File for Outlook or download a free Outlook addon trial from our website today.

Take Control of your Emails and be more Productive

Thursday, September 15th, 2011

EMAIL IS GETTING IN THE WAY OF REAL WORK for many of us… and many of us are constantly looking for ways of reducing the stress and frustration that email is causing, let alone the drop in our productivity.

One of the major factors affecting productivity is the time and effort needed to keep all the incoming and outgoing emails organized.

Normally the manual effort required means many of us just give up and leave everything in a mess. The reason for this is simple:

  1. It takes too much effort to drag each and every e-mail out of the Inbox and into the correct folder.
  2. It’s too easy to forget to go to the Sent Items folder to move e-mails out of there into the correct folders.

In this post, I will show you how I personally use our email management tool, QuickFile for Outlook on a daily basis… I hope you find ideas in it that will help you take control of your emails.

I am able to file 90% of the emails at the click of a button

QuickFile adds a toolbar inside Outlook. Whenever I select an email, QuickFile changes one of the buttons to the name of the folder I last used to file a similar email… most times the email needs to go into the same folder. One click and the email is moved out of my Inbox.

What I like:

  • I am actually filing my emails because I don’t have to hunt through a tree of folders… one click is so much faster.
  • My Inbox doesn’t feel like a list of endless tasks because it only contains emails that still need my attention.

A COPY of my Sent Emails are automatically filed to the correct folder

QuickFile prompts me for a folder every time I send out an email. The prompt contains a list of folders where I am most likely to file the email…. Double-click and the email is automatically filed to the correct folder after it is sent.

(The prompt can be turned off if you prefer to bring it up only when you want by clicking Send&File instead of Send)

What I like:

  • Without this, emails in my Sent Items folder were NEVER filed. I don’t look at Sent Items as often as my Inbox and it’s just too easy to forget.
  • QuickFile can either move the original email or file a copy from the Sent Items folder. The copy feature was implemented as a result of user DEMANDS and I really find this useful. A copy gets filed to the correct folder and I still have a copy in my Sent Items for quick reference. Many users tell me that they also use the Sent Items emails for filling in timesheets.

I don’t let Newsletters distract me

I subscribe to many different newsletter emails. Most of these newsletters do not need my urgent attention… they do not need to be added to my list of things to do.

QuickFile lets me treat any email in my Inbox as a newsletter at the click of a button. After that any email from that email address automatically gets moved to a folder dedicated to Newsletters, which I then read at my convenience.

What I like:

  • My Inbox does not get cluttered by newsletters… there is less stress each time I look at my Inbox.
  • I’m not distracted from my real work by an email with an interesting topic
  • QuickFile reminds me once a day to look at my newsletters with an email in my Inbox… I do a quick scan to make sure that I am not missing out on anything time-sensitive.
  • Many emails that I was spending (wasting) a lot of time reading no longer seem important… now that they’re not in my Inbox, I don’t feel as compelled to read stuff that I won’t actually use.

I (defer and then) deal with non-urgent emails in batches

Many productivity gurus recommend that you don’t deal with emails first thing in the morning but… we’re in a different time zone from many of our customers… I need to reply to them first thing to ensure that we are able to communicate while we are still both at work.

I start from my Inbox and deal with each in it. If it’s urgent I deal with it there and then.

Otherwise, I use QuickFile to defer it to 11 am… a time I have set aside for email processing. QuickFile moves the email out of my Inbox and then brings it back at 11 am. (QuickFile can defer each email to a different time of your choosing).

What I like:

  • My Inbox does not contain emails that I have decided not to work on now. This keeps me focussed only on what I need to think about.
  • The email automatically appears at a time of my choosing.
  • Batch Processing emails is actually a much more productive way of dealing with emails instead of getting distracted by emails 50 times a day.

I am able to find Email Folders by typing any part of the folder name

I have many folders of several levels inside Outlook. Finding the right folder to file or retrieve an email can take a long time… OK… it takes less than 10 seconds but it feels like a long time.

QuickFile adds a Find&Goto Folder button to the Outlook toolbar. To find a folder all I need to do is click on the button and type a few characters from anywhere in the name of the folder.

QuickFile shows me all matching folders and I double-click to go to the correct folder. Easy!

What I like:

  • I don’t have to remember where the folder is or its exact name… or even the start of the folder name. QuickFile will do a find anywhere in your Outlook file and based on any part of the folder name
  • It makes answering queries that requires reference to old emails much much faster.

That covers my favourite ways in which QuickFile makes me productive.

If you’re not using QuickFile yet… you owe it to yourself to try it out.

Also exclusively for all our blog readers, we are offering a special Productivity Tools Pack which includes QuickFile Pro for Outlook and another popular productivity tool of ours, EmailNotes for Outlook.

EmailNotes is an Outlook addin that allows you to quickly and easily add notes like ‘post-it notes’ to emails. With EmailNotes you can:

  • Immediately jot down ideas while reading emails
  • Add missing information to emails (usually gathered by follow-up phone calls)
  • Improve follow-up on emails (and INCREASE SALES CLOSING RATES)
  • Remember why certain emails were put in certain folders

Normally they would cost US $99.90 (QuickFile Pro = $69.95, EmailNotes = $29.95) if bought separately; however as a special offer to all our Blog readers, we are giving away QuickFile Pro and EmailNotes together as a Productivity Tools Pack for only $79.95.

This offer is only valid till the 19th of September so if you are interested, ACT NOW.

Click here to get more information about the Special Productivity Tools Pack.

QuickFile Email Management Outlook Addin Update (Free)

Wednesday, August 31st, 2011

QuickFile is an Outlook addin that simplifies email management allowing you to file 90% of your emails at the click of a button. Version 4.1.172 of QuickFile for Outlook is now available for download at our website.

This update is free for all existing registered users of version 4.0 or later.

Fixes and Features in this upgrade include:

  • Bug Fix: Find&Goto does not search Public folders in Outlook 2010 even though they exist.

Click here to view the full list of updates in QuickFile for Outlook
Download latest version of QuickFile for Outlook

New to QuickFile: Watch this short video on managing emails inside Outlook.

You can also download a fully functional trial version of the QuickFile Outlook addon.

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Outlook’s Auto-Archive is messing up your Emails

Tuesday, May 3rd, 2011

Do you know that there is an easier way to archive your Outlook e-mails that will keep all related e-mails in one place?

Outlook comes with a built-in auto-archiving feature that shifts e-mails out of your normal Outlook data file. If you normally file your paper documents by client or project then we recommend that you…

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Turn OFF Auto-Archive Right Now
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Auto-Archive basically takes e-mails that are older than a certain date and shifts them out of your main Outlook data file and puts them into a second Outlook data file.

If you need to find an e-mail that is older than a certain date then you have to open the second data file.

If you need to track e-mail conversations for a project that has been going on for a while then you have to jump between the two files.

Auto-Archiving has just messed up your e-mails and greatly increased the amount of work you need to do to find your e-mails.

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Why is Auto-Archive Turned on by Default
————————————————————–

There is a physical limit to the size of your Outlook data file. Although this limit is generous, it can easily be reached over time, particularly if you send and receive a lot of e-mails with attachments.

Even before you get close to this limit, Outlook starts slowing down.

Once you reach this limit, Outlook becomes totally erratic. It slows down, crashes and starts losing your e-mails. For many people Outlook stops opening altogether.

To protect you from this, Outlook built the auto-archive feature. By periodically moving e-mails from your main data file to another archive file, Outlook greatly increases the chances that your main Outlook file keeps working.

The intention behind the feature is very good and it works extremely well for most home and casual e-mail users. But it is far from ideal for serious business e-mail users …

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How to setup Outlook for Proper Archiving
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I believe that where possible we should use the same methods irrespective of technology. E-mails are after all just another form of communication … an evolution from letters and faxes.

How do you file you paper files?

You probably keep ALL paper in the same file until the project is finished irrespective of how long ago the project took place. Then when a project is complete, you take the whole folder and put it in a separate section of the office (or storage) reserved for old project.

Do the same for your E-Mails!

You can find detailed step-by-step instructions for creating your Client or Project folders in Tip 4 of our free report. Then when a project is completed, drag the whole folder into another folder or Outlook data file reserved for Archives.

Now when you need to refer to e-mails for an old project, open the folder and it is all there in one place.

There is one additional benefit to filing your e-mails in this way. We frequently get asked by users how they can file their e-mails with the rest of their electronic files once the project is completed.

How can you create one zip file that they can be put away that has all e-mails, Word documents, Excel files etc?

If you use separate Outlook folders for each project as we recommend, you can use Outlook’s built-in tools to easily export all e-mails for any project into a separate file. This file can then be put away with all other electronic files for the project in your electronic archives.

You can find detailed step-by-step instructions for creating your Outlook folders in Tip 4 of our free report. Tip 10 has  additional instructions to export and archive project.
Click this link to download your own copy of the Special Report.

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An inexpensive way to GUARANTEE that your e-mails get filed in the right folders
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In order to get the full benefits of archiving using the methods outlined above, you must file your e-mails into dedicated folders for projects or clients.

Unfortunately this is easier said then done. Experience with thousands of clients around the world has shown us that most users fail to continue with their e-mail filing systems because it takes TOO MUCH WORK!

We created QuickFile for Outlook specifically to solve this problem.

QuickFile for Outlook is an inexpensive Outlook add-on that works inside Outlook by adding two buttons called QuickFile and Send&File to your Outlook. It doesn’t change Outlook in any other way and it won’t change the way you have always used Outlook.

QuickFile is a fantastic time-saver for anyone who wants to use a client or project based filing system in Outlook.

Please give QuickFile for Outlook a try. This is the only add-on we know that
can guarantee that your e-mails get filed properly.

Related Posts

The BEST way to file your work e-mails

How to protect your Outlook Data from data loss

How to protect your Outlook Data from data loss

Thursday, April 21st, 2011

Do you know that by default Outlook is configured to eventually corrupt itself and lose some and maybe even all your e-mails?

In this post, I will go through simple tips that will greatly improve your use of Outlook.

Here are a few essential tips that will help you to ensure that your Outlook data is safe and protected from software corruption or data failure.

1. Find out where you Outlook E-mails are saved and backup

Unlike other Office programs, Outlook does not ask you where you want to save your e-mails. Instead it creates a data file of its own.

Unfortunately, unless you have a good understanding of the inner workings of Windows, the file is saved in a location you probably will never remember to backup.

Tip 1 in our free e-book shows you how you can easily find out where your Outlook data file is.

You can Click Here to download your own copy of the e-book.

Once you know where your Outlook Data file is, make sure that you back it up regularly.

Have more than one backup set. (I tried to restore from a backup CD a few years ago to find that the backup was corrupt too. I lost more than 12 months of e-mails)

2. Outlook may corrupt itself unless you split your data into at least two files.

By default, Outlook saves all your e-mails in one file. There are a number of problems with this:

  • As the Outlook data file gets filled up, Outlook will get slower
  • There is a physical limit to the size of your Outlook data file.
  • If you reach this limit, Outlook will suddenly stop working and
    there is a great risk that you could lose some if not all of your
    e-mails.

The solution is to split your data into more than one data file.

Tips 3 and 4 of our free e-book have step-by-step instructions on how you should split your data file.

You can Click Here to download your own copy of the e-book.

3. Use QuickFile to simplify shifting e-mails out of your Inbox and Sent Items folders

QuickFile is an inexpensive, easy-to-use Outlook add-on that greatly simplifies the filing of e-mails.

  • It works inside Outlook by adding two buttons to your toolbar
  • It does not require you to change the way you use Outlook
  • It will dramatically reduce the time and effort required to file
    your e-mails.

Click Here to learn more about QuickFile and download a fully functional trail version.

 
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