Use the Videos and Posts below to Get Started and also learn advanced techniques.
Watch this 5-Minute Getting Started Video for a quick introduction to the basics of QuickFile
(including filing received emails, sending and filing emails and finding emails and folders)
The right way to file Sent Emails (Move vs Copy)
Some customers like to move emails from the Sent Items to dedicated client/project folders.
Others want to file a copy and leave another copy in the Sent Items folder. This post compares the two and shows you how to configure QuickFile for what you want.