

Select “File a copy of email to folder” for the Send & File dropdown. You can use QuickFile’s setting screen so that it selects “Copy of Email” by default.Ĭlick the Standss Outlook Addins tabs on the Outlook ribbon.Ĭlick More in the QuickFile group and then click Settings. How to configure QuickFile to Send & Copy by default (You don’t have to go to the Sent Items folder at the end of day to file your emails because they’re done already. You can also choose to either file the original email or a copy of the email as shown above.Ĭlick Send & File and the email is filed automatically when it is sent. QuickFile recommends folders using its own recommendation engine or you can use the Search box to quickly select another folder. QuickFile for Outlook prompts you with a prompt similar to the following when you click Send on an email. The Send&File feature is probably the #1 Reason that our users choose QuickFile. They refer to the Sent Items folder to remind themselves of what they worked on (and what they need to bill for) Many users fill in their timesheets for billing purposes at the end of the day.

They find it easier to quickly look at the Sent Items folder instead of going to a client folder.

That way your Inbox only shows you what you need to work on Once you have finished with an email, you can either delete it or move it to the relevant project/client folder. It makes sense to leave emails in there while they still need your attention. The Inbox acts as a To do List for most people. Try QuickFile for Outlook (and organize your emails without interrupting your real work)

But many users treat Inbox and Sent emails slightly differently. They do this for both received emails and sent emails so that they can see all related emails in one place. Most power users of emails create Project or Client folders inside Outlook and then move their emails inside them. We also show you how to configure QuickFile so that it will Send & Copy File the email for you in one step. 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).
