Hidden Features in QuickFile

We have literally had hundreds of emails from QuickFile users telling us how great they find the new release… and we’ve also had quite a few emails from users wanting new features added on.

Before we go any further… If you haven’t had a look at QuickFile yet, take a look at this video now. Even if you have tried QuickFile in the past, you owe it to yourself to at least see how the new version of QuickFile makes it possible to file your emails without stopping your work.

View QuickFile for Outlook Video

Back to the hidden features of QuickFile…

THE GOOD NEWS… MOST of the features requested by users are already in the current version. They’re just turned off by default… we wanted to keep the program as clean as possible for new users.

HERE’S A LIST OF SOME HIDDEN FEATURES

File Original with Reply: Chances are that when you reply to an email, you would like both the reply and the original filed in the same folder. When you reply to an email QuickFile can automatically file your original to the same folder as your reply.

Reply to an existing email and click Send so that QuickFile’s Send&File screen is displayed.

Click the Show Option hyperlink (bottom right corner of screen)


Tick the box labelled File original Received Email with Sent Email.
Click Send & File.

You can also have this box ticked by default using the Settings screen

Go to your Inbox and from the QuickFile toolbar, click More -> Settings (to display the Settings screen).


Create Tasks or Appointments from Emails: This feature is available in the trial and PRO versions of QuickFile. Extra buttons (Quick-Task and Quick-Appointment) have been added to your toolbar to allow this.

To display the buttons…

Go to your Inbox from the QuickFile toolbar and click More -> Settings (to display the Settings screen)
Click on the View tab.
Tick the boxes labelled Quick-Task and Quick-Appointment.
Click OK

Use the One-Click button to Copy (instead of move) and to go to a folder: The One-Click button has got a lot of praise from users. Here’s a few extra things you can do with it.

Click on the One Click button: Moves selected email to one-click folder
Press SHIFT and Click on the One Click button: Copies selected email to one-click folder
Press CTRL and Click on the One Click button: Opens up the one-click folder

Send&File the actual email (instead of filing a copy): We’ve setup QuickFile so that when you send and file, a copy of the email is filed and another copy remains in the Sent Items folder. This was a feature DEMANDED by many users… many users like to have a copy of all Sent emails in the Sent Items folder so they can quickly refer to it to fill in timesheets etc. BUT…

You can change the default so that your actual email gets filed out of the Sent Items folder.

Go to your Inbox and from the QuickFile toolbar, click More -> Settings (to display the Settings screen)
Select File/Move Original email to folder under When Using Send&File Button.


QuickFile has many more hidden features you can turn on and off. I hope this small list helps you get started.

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QuickFile: How to file your emails without interrupting your work.