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).
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.
