Strategies for Outlook Sent Items Emails

By: standss , Nov 10th, 2011

There are four things that we can do with emails sent from Outlook: 1) leave them in the Sent Items folder 2) Delete them 3) File them to another folder or 4) Leave a copy in the Sent Items folder and file a copy in another folder.

Here is how QuickFile for Outlook users can do all of these things almost automatically.

QuickFile for Outlook displays the Send&File screen every time you send out an email (i.e. the screen is displayed when you click Send).

Send and File screen

To leave the email in the Sent Items folder:
Click Send Only on QuickFile’s Send&File screen.

If you don’t want this prompt to be displayed (i.e. you want all sent emails to simply stay in the Sent Items folder), you can change the settings .

  • On the QuickFile Toolbar/Ribbon > Click More > Settings…
  • Under the General tab, you will find the option “Action to take when Send clicked
  • From the Drop-down menu, select Do Normal Send
  • Click OK

To delete the email after it is sent (i.e. you do not want a copy in the Sent Items folder or in any other folder)

Click Send & Delete when QuickFile for Outlook displays the Send&File screen.

To file the sent email into another folder and leave a copy in the Sent Items folder:

  • On the Send & File screen, select the folder to which you want to file a copy of the email
  • Click on the Show Options >> link on the bottom right corner of the screen
  • Select the option “File a COPY of email
  • Click Send & File button

If you normally want to file emails this way, you can change the relevant setting on the QuickFile settings screen.

  • On the QuickFile Toolbar/Ribbon > Click More > Settings…
  • Under the General tab, go to the section “Action to take upon Button Click
  • From the Drop-down list for Send & File:, select File a copy of email to folder
  • Click OK

To file the sent email out of the Sent Items folder and into another folder:

  • On the Send & File screen, select the folder to which you want to file the email
  • Click on the Show Options >> link on the bottom right corner of the screen
  • Select the option “File/Move original email
  • Click Send & File button

If you normally want to file emails this way, you can change the relevant setting on the QuickFile settings screen.

  • On the QuickFile Toolbar/Ribbon > Click More > Settings…
  • Under the General tab, go to the section “Action to take upon Button Click
  • From the Drop-down list for Send & File:, select File/Move original email to folder
  • Click OK

We hope this blog post helps you get more out of QuickFile for Outlook. . If you’re not a user yet, you can view a demo video of Quick File for Outlook or download a free Outlook addon trial from our website today.

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