Filing Outgoing Emails

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
  

Filing outgoing emails is as easy as filing your incoming emails. When you have finished writing your email, Click 'Send&File' button on the QuickFile ribbon:


The following Send&File screen will be shown:


QuickFile displays suggestions where you might file your emails. If the folder is not in the suggestions, you can search for the folder by typing in part of the folder name in the search box or select the folder from the list. The following table describes the actions/options available on the above screen:

Options	Description
Right-click folder list options	You can perform the following actions on the selected folder:  - Add the folder to QuickFile Favorites list  - Remove the folder from the QuickFile Favorites list (Note: the folder will not be deleted from your Outlook)  - Go to the selected folder  - Open the selected folder in a new window  - Rename the selected folder  - Move the selected folder  - Create a new folder under the selected folder
File: Original email or Copy of email	File to move the sent email or to file a copy of the sent email
File original mail with sent mail	If you were responding to an email (i.e. you did a Reply/Reply-All/Forward), also file the original email on which you just responded to, together with the sent email.
Refresh	Re-load the folders list in QuickFile again (if you do not find your folder in the list)
New Folder	Create a new folder under the selected folder. Once created, the folder will be automatically searched and displayed
Send Only	The email will not be filed when sending. However, if any settings under 'Advanced Options' is set then it will be applied.
Send&Delete	The email will be deleted after sending. If any settings under 'Advanced Options' is set then it will be applied.
Send&File	Send and file the email along with any settings applied under 'Advanced Options'.
Close	Exit QuickFile screen without doing anything

For advanced users, you can click on the 'Show Follow-Ups>>' link to view more options.

* eeminders (Follow Up): If you want to work on or follow up on this sent email( email that you are currently sending) at a later time, setup an eeminder on it. The sent email will appear on top of your Inbox at the specified time. Under Advanced Options' on the Send&File screen, click on the 'eeminders (Follow Up)' tab:

Options	Description
Date & Time	Date and time when the email will appear in your Inbox
Follow-up Notes	A short note that you may add to your eeminder. This note will appear at the top of your email.
Also Display Outlook Reminder	An Outlook reminder will be display when the email returns back to your Inbox

* Create Appointments/Task:

You can do Send&Appointment and Send&Task while sending your email. Under Advanced Options' on the Send&File screen, click on the 'Create Appointment/Task' tab:

Options	Description
Create Appointment
Subject	Subject of Appointment
Start Date & Time	Start date and time of the Appointment
End Date & Time	End date and time of the Appointment
Importance	Importance of the Appointment
Reminder	Set up a reminder for the Appointment
Create Task
Subject	Subject of the Task
Category	Assign a category to the Task
Start Date	Start date of the Task
End Date	End date of the Task
Priority	Priority of the Task
Reminder	Setup a reminder for the Task

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* This feature is available in QuickFile PRO and Ultimate version only.