Contents


1. System Requirements
   

2. Getting Started
   

3. Installation and Deployment
   

• Single User/General Installation
  

• Small Networks Installation with Customized Settings
  

• Enterprise Deployment and Administration
  

4. Configuring Settings
   

5. File Incoming Emails
   

6. File Outgoing Emails
   

7. Find/Search for Folders
   

8. Batch Filing
   

9. Lock Screen
   

10. File Thread
    

11. Filing History
    

12. eeminders for Email
    

13. Task/Schedule your Emails
    

14. Manage your Newsletter
    

15. Export Email outside Outlook
    

16. Print Incoming/Outgoing Emails
    

17. Assign Emails to Project
    

18. Train QuickFile
    

19. QuickFile Settings
    

• General
  

• Pro
  

• Ultimate
  

• Data Files
  

• Ribbon & Keyboard
  

• Advanced
  

QuickFile allows you to assign email(s) to Projects. This is very useful if you are exporting your emails or printing out your emails for Paper filing. The project name will be available with the email headers on the print-out or on the exported document.

Assign a Project

To assign an email to a project:

1. Open the email
2. Goto the QuickFile ribbon and select an existing project from the 'Project' drop-down
   
3. You can also add a new project by typing in a new project name in the Project drop-down and press Enter

To maintain your Project List

To open the Project List:

1. Click on the "Standss Outlook Addins" Tab
2. From the "QuickFile" section > click "More" > "Project"

The following Project List screen will open:


You can add, edit or delete the project using the buttons available.

Note: When you delete a project name, Your emails that you already assign to that project will not be deleted and will still contain the project name.