Tag (and File) Incoming Emails

Contents


1. System Requirements
   

2. Configuring Settings
   

3. Tag Incoming Emails
   

4. Tag Outgoing Emails
   

5. Search for Tagged Emails
   

• Using Quick Search from Ribbon
  

• Using Single Tags Search
  

• Using Multple Tags Search Screen
  

6. Tagging History
   

7. Tags/Buckets Maintainance
   

• Tags Maintainance
  

• Buckets Maintainance
  

• Synchronize Tags with Outlook Categories
  

8. Import/Export Tags
   

9. Bulk Edit
   

10. Task/Schedule your Emails
    

11. EmailTags Settings
    

• General
  

• Keyboard Shortcut
  

• Advanced
  

To Tag & File your incoming emails:

Select an email from your inbox (or any other folder).

Click on the Tag It! button on the EmailTags ribbon. EmailTags will display the following screen:

Enter the Tag(s) you want to add to the email (you can add as many tags as you like).

• Type a few characters of the tag and you will automatically get suggestions matching the characters you have typed. OR


• Type a new tag. (This will automatically create a new tag) OR


• Click on the Tags shown in the "Suggestions Only" view. OR


• You can also click on “All Tags” to get a complete list of tags you have used and select tag from this list.

Select the folder/bucket you want to file the email in, from the “File in:” dropdown. If you wish to tag & file the email to a new folder/bucket:

• Click the arrow on the dropdown.


• Select one of the folders in the least. OR


• Click "Choose another folder". The folder selection screen will pop-up.


• Choose the folder you want to add to your list of folder/buckets to Tag & File emails.


• Click OK button and then click OK button again.

Click “Tag & File” if you wish to Tag and File the email.

If you wish to only Tag the email (not file it), just click on the Tag button.

One-Click Tag & File

EmailTags automatically learns your filing behavior and remember your tags. The next time you receive an email from the same sender, EmailTags will automatically suggest the tags for that email on the ribbon. You can also click the dropdown arrow beside the third suggestion to view and select from 5 more suggestions (if it is available).

Note:
White tag (icon) - Indicates "Tag" upon click.
Yellow tag (icon) - Indicates "Tag and File" upon click.
Hover on the button to view the folder it will file into.