How to send and file emails correctly, while using more than one email account?

Do you have more than one email account that you use to send out emails from (in Outlook)?

We recently had a few QuickFile for Outlook customers contacting us with the issue, where they couldn’t send and file emails using their secondary email account in Outlook.

Quick-File for Outlook’s Send&File feature prompts you to choose a folder when you send an email.

Select a folder and click Send& File and the email is then automatically filed to that folder when the email is sent.

By default, QuickFile only monitors one Sent Items folder i.e. Send & File only works if your email is delivered to the default Sent Items folder after it is sent.

Q: What do you do if you are keeping your emails from different accounts separate i.e. they have different Sent Items folders.

A: You can easily use the settings screen to monitor additional Sent Items folders is you want.

You can simply set this up by using the instructions below:

  • Open QuickFile Settings Screen
  • On the MS Outlook ribbon go to the following location Standss Outlook Addins > QuickFile > More > Settings

  • On the Settings screen go to Data Files > Store to Monitor
  • Select the Default option and click the Monitor Additional Send&File Folders

  • On the Send&File Additional Folders screen, it will already have the default email accounts Sent Items folder in the list.
  • Click Add and select the Sent Items Folder other than the Default Sent items Folder.

  • Click OK and Apply.

  • Click Yes

  • Once the Index is complete, you will see the screen below:

  • Click OK.

Restart Outlook.

Note the feature is available only for QuickFile version 6 and above.

If you haven’t tried QuickFile, download a fully functional trial using the link below and find out why it is the Number 1 email management tool for professionals (lawyers, engineers, architects, software developers etc).

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