Getting Started with QuickFile
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)
4:19 min
Key Topics
Articles/Blog Posts
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.
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