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Quick Start Guide
Configuring SimplyFile Step 1 – After installing SimplyFile, restart Outlook to see the SimplyFile toolbar.
SimplyFile User Interface
SimplyFile User Interface is displayed on the Home tab of the Ribbon.
Step 2 - Train SimplyFile. Run the Train SimplyFile command (located under More) on the folders into which you will be filing messages.
Train SimplyFile Window
Step 3 - That is all you need to get started. Start using SimplyFile and see how easy it makes maintaining a tidy Inbox and managing your email workflow. Using SimplyFile After you have trained SimplyFile, using it to file messages is very easy. SimplyFile will show you a suggested folder for each message and you simply glance at the suggestion, verify that it is accurate, and then click a button to file the message in the suggested folder.
Filing Outlook Email Messages
One of SimplyFile’s most important functions is to help you file Outlook messages to the right folder. It learns your filing behavior and suggests the right folder to put messages into. This means that in most cases all you need to do to file a message is click one button. This is much faster than using drag and drop.
Tip
Before you start filing messages, run the Train SimplyFile command to kick-start its learning process. This will improve the initial folder suggestion accuracy. SimplyFile will continue learning every time you file a message.
Filing Folder Suggestions
When you select a message in the main Outlook window’s message list, SimplyFile will display a suggested folder for that message on the One-Click-File Button. If the displayed folder is the right folder for this message, click the button, and the message will be moved to that folder. That’s right - just one click is all it takes!
If the suggested folder is not the right one, (which might happen initially, especially if you did not run Train SimplyFile), click QuickPick Button, type a few letters of the folder name to find the right folder, then click File Message. That’s all it takes - just a few keystrokes.
If SimplyFile is not sure about the right folder for a particular message, you will see “Select Folder...” in the folder suggestion field. This can happen in the first few days after you start using the product. Use QuickPick to file the message in this case. Optimizing SimplyFile Folder Suggestions for Accuracy SimplyFile provides very good folder suggestion accuracy out of the box. If you prefer to give it an extra boost, SimplyFile also does provide a way to tweak it somewhat. For example, if you have a set of folders into which you file most of your messages, you can run Train SimplyFile on specifically on them. This process will make SimplyFile pay special attention to those folders when suggesting filing locations.
If you are the type who likes to have complete understanding and control of the process, you can go one step further:
Disable Automatically Monitor My Folders To Train SimplyFile in the Options window.
Click Clear My Filing History. Run the Train SimplyFile command on the folders into which you file your messages. (You can just run it on the top level folder and enable the Also process subfolders option). You can also use the Folder Options command to hide folders into which you do not file messages.
