Category: QuickFile for Outlook

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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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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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4 Tips to Tame Email without Multi-Tasking

Studies clearly show that people who do not multi-task can focus for longer periods of time and feel also less stressed. But emails makes it difficult to NOT multi-task, particularly if you get notified each time an email comes in. This post shows you 4 things you need to can…

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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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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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