Search Results for : quickfile

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Finding recently filed emails using Filing History

Do you need to quickly find and refer to a recently sent or received email? I recently “discovered” the quickest way to retrieve a recent email that has been filed with QuickFile (thanks to the History screen). QuickFile for Outlook installs inside Outlook and lets you file up to 90…

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How to Avoid email flooding of your Outlook Inbox while working from home.

Work from home seemed like a future thing 6 months ago but now it seems like we are living the future. With more and more communication between teams happening over emails, how can we keep our Outlook Inbox from flooding with a lot of emails. In this post, we examine…

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How to NOT miss important emails while working from home

Things are much more different if you are working from home. You might tell yourself that you will reply to an email later but then you get too busy with other work or personal stuff. Forgetting to reply emails may cause you to miss your deadlines, frustrate your workmates or…

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How to use email history to calculate work done during this lock down

Are you working from home and finding it difficult to monitor your activities on customer emails during this quarantine? At the end of the day, week or month you may have to send your time sheets to your office. These time sheets may be used to track the work you…

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Filing Outlook Email to Multiple Folders

If you use folders to organize your emails, you may be wondering how you can copy the same email to multiple folders. In this post, we show you how easy it is using Outlook…and then we give you an even easier way to do it using QuickFile for Outlook. The…

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Getting Things Done (GTD), Cleaner Inboxes and Outlook Thread Filing

In recent years, Microsoft has added more features to view and organize emails by conversation or thread. In this post we show you how you can use QuickFile for Outlook’s new thread filing feature to clean your Inbox faster. We also show you a neat Getting Things Done (GTD) trick…

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What emails did I work on today (and where did I file them)?

We had a strange request from one of our QuickFile for Outlook users that resulted in us bringing back the Filing History screen that we had removed from earlier versions. In this post I explain why users need to know the filing history (to bill clients!) and how you can…

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Becoming more Productivity with QuickFile for Outlook Favorites

QuickFile for Outlook Version 6 has added a new feature called Favorites Folders. Here is how you can use this feature to improve your productivity. In case you’re new to QuickFile: QuickFile for Outlook makes it easy to organize send and received emails into Outlook folders. What are QuickFile Favorites?…

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Cleaning Redundant Emails from Your Outlook Inbox

Cleaning Redundant Emails from Your Outlook Inbox Outlook has a handy Clean Up feature that you can use to remove redundant emails from your Inbox. In this post we explain what redundant emails are, how to use and customise the Clean Up feature to get rid of them, and finally…

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How to view all emails for a Project/Case/Matter

QuickFile For Outlook (Ultimate Edition) lets you tag emails with the name of the project (or case/matter if you’re a lawyer). The original intention for this was to help with the filing of printed copies of the email. The printed copy would have the name of the project on it…

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QuickFile for Outlook Update for Usability (& NetDocuments)

QuickFile for Outlook has been updated with two important tweaks that make filing and managing emails in Outlook even easier. Both these updates are based on user suggestions. Find out why QuickFile for Outlook is used by thousands of firms for filing, finding and organizing emails. #1 Sticky Columns Widths…

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How to name your Outlook Email Folders

If you use Outlook folders to file customer, project or case/matter emails, here is a simple naming system that will help you both file and find emails later. If you already have an Outlook based email filing system you are happy with, find out how you can file 90% of…

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Best Practices for Creating an Email Filing System in Outlook

In this post we define best practices for an Email Filing System that will work for lawyers, accountants, engineers, architects and other professionals who do work on discrete projects (or matters if you are a lawyer). The simplest system that you can use for organizing your emails is based on…

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Quick Steps: Add shortcuts to the Outlook ribbon to file your emails

Quick Steps: Add shortcuts to the Outlook ribbon to file your emails This week we continue our series on automating Outlook using it’s built in Quick-Steps feature. I will show you how to use Quick-Steps to add buttons to your Ribbon that will let you file emails to any folder…

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Searching for Folders in Outlook

Reader Question: Love QuickFile. Makes Zero Inbox possible but… Do you have a product (or know of one) that can jump to a certain folder in my Outlook folder structure? I need this because it takes me too long to manually locate folders when I need to find specific correspondence.…

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[Video] Getting Started with QuickFile for Outlook

This 5 minute video shows you how to use Microsoft Outlook to keep your emails organized. The video uses QuickFile for Outlook which you can download and try at no cost. You will see how easy it is to do the 3 ESSENTIAL email filing tasks that all business people need to…

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The right way to file Sent Emails (Move vs Copy)

In this article we look at why many professionals who use Outlook prefer to have two copies of Sent Emails (one in a client/project folder and one in the Sent Items folder). We also show you how to configure QuickFile so that it will Send & Copy File the email…

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Why lawyers recommend filing emails in folders (in Outlook)

I had lunch with a friend who is a lawyer a few days ago. He explained to me why he still thinks it is important to file emails into folders dedicated to different clients or cases. In this post, I’d like to share his opinion… and a few suggestions on…

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How to use Clutter in Outlook… with and without Office 365

Microsoft introduced the Clutter feature for Office 365. In this post, I share how Clutter was designed to declutter your Inbox… my own experience… and what you can use instead. What is Clutter Clutter was introduced for Office 365 users at the end of 2014. Microsoft says that Clutter was…

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3 Common Mistakes of Email Filing

The theme for this month has been email filing and clean inboxes. This week we look at the three common mistakes that result in lost emails and cluttered Inboxes. Over the last 15 years we have helped thousands of Outlook users get their emails organized and their Inboxes clean. In…

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