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Installing and Upgrading

SimplyFile Frequently Asked Questions (FAQ)

Functionality

How do I transfer the learning history from one computer to another?

Starting with version 2.0, SimplyFile has a manual Train SimplyFile command. Using that command you can complete training on your new computer in just a few minutes. With Train SimplyFile, there is no need to transfer history between computers.

I have several folders with the same name. How can I tell them apart?

Outlook 2010 - Mouse over the SimplyFile toolbar button to see full folder path is displayed in the tooltip

Outlook 2007 or older - Simply enable the following option in the SimplyFile Options window (Filing tab) - Display full folder path.

I have enabled full folder path, but now it does not fit into the drop-down (Outlook 2007 or earlier).

SimplyFile has registry settings that controls the width of the folder drop-down.

Key: HKEY_CURRENT_USER\Software\TechHit.com\SimplyFile\Options

Value: TBDropDownWidth (DWORD) - width (in pixels) of the main toolbar drop-down. By default, it is set to 0, which means - use the default values. The default values are 200 and 350 for the Display full folder path OFF and ON respectively.

Value: TBDropDownCharLimit (DWORD) - truncation character limit for the full folder path. Default is 65. You can set it to a higher value to display a bigger part of the path.

Please close Outlook when making these changes. As always, be very careful when modifying the registry.

Does SimplyFile have configurable keyboard shortcuts so that I don’t have to reach for the mouse all the time?

Yes, absolutely. Use the Hotkeys tab in the Options window to configure keyboard shortcuts for fast operation.

Does SimplyFile provide a way to quickly jump to a particular Outlook folder?

Yes, it does. Use the QuickPick Window.

SimplyFile 3.0 or newer - Click the Go To Folder command.

In SimplyFile 2.x - Click the QuickPick then Go To Folder inside of QuickPick.

How do I file a message in multiple folders?

Just press the Ctrl key while filing the message. When you use “Ctrl + File Message”, SimplyFile leaves a copy of the message you are filing in its original folder, so you can file that message again into another folder.

Why doesn’t SimplyFile display Public Folders in the QuickPick window?

SimplyFile does have an option to display Public Folders in the QuickPick folder list. To enable that option:

  • Click on the More Actions button in the QuickPick Window.
  • Select Show Public Folders

How can I disable SimplyFile prompt for messages sent by rules or mail merge?

In SimplyFile 3.0 or newer, enable Do Not Prompt To File Automatic Messages, located on the Advanced tab of the Options window.

In SimplyFile 2.4, if you would like to disable the “File sent message” prompt for messages sent by rules or mail merge please follow these steps:

  • Close Outlook.

  • Set the following registry value to 1.

    • Key: HKEY_CURRENT_USER\Software\TechHit.com\SimplyFile\Options
    • Value: SkipAutoSent (DWORD)
  • Restart Outlook.

I am using Outlook 2010 with Gmail IMAP. When I file a message, it disappears - I do not see it in the destination folder.

Unfortunately, it’s a known compatibility issue between Outlook 2010 and Gmail IMAP. Hopefully either Google or Microsoft will fix it at some point. You can find the “missing” messages in the [Gmail]\Trash folder.

To make filing work as expected, please use the following workaround:

  • Open the Outlook Account Settings window (File tab -> Account Settings)
  • Select your IMAP account and click “Change”.
  • Click “More Settings”.
  • Open “Deleted Items” tab.
  • Select “Mark Items for deletion but do not move them automatically”.

I am using an IMAP account and my sent messages are not moved to the folder I specify when I send them.

Please try the following:

  • Open Outlook’s “Account Settings” window.

    • Outlook 2010: File->Account Settings.
    • Outlook 2007: Tools->Account Settings.
  • Select your IMAP account and click “Change”.

  • Click “More Settings”.

  • Select the “Sent Items” tab.

  • Check the “Save sent items in the Sent Items folder on this computer” option.

  • Click “OK” to save your settings.

Installation and Compatibility

What operating systems are supported?

SimplyFile for Microsoft Outlook runs on Windows XP, Vista or Windows 7 with the latest Service Pack.

What versions of Outlook are supported?

  • SimplyFile 3.x works with Outlook 2003, 2007 and 2010 (both 32 and 64 bit).
  • SimplyFile 2.x works with Outlook 2000, 2002, 2003, 2007 and 2010 (both 32 and 64 bit).

Be sure to install the latest Office Service Pack. We recommend that you enable automatic Windows Updates to keep your system up-to-date.

Note

SimplyFile does NOT work with Outlook Express, Windows Mail or Outlook for Mac.

I don’t see SimplyFile in Outlook after installing it. Why?

Restart Outlook. Make sure you shutdown Outlook completely during the restart. (Use the Task Manager to verify that Outlook is not running).

In Outlook 2007 and 2010, if the above does not help, please verify that the Apply macro security settings to installed add-ins option is OFF. If that option is checked, uncheck it and restart Outlook. It is located under:

  • Outlook 2010: File -> Options -> Trust Center -> Trust Center Settings -> Macro Settings.
  • Outlook 2007: Tools->Trust Center->Addins.

If the above does not help, please try the steps listed in the next question.

SimplyFile has disappeared from my outlook. How do I get it back?

Please check the following location:

  • Outlook 2010: File -> Options -> Addins -> Manage: Disabled Items -> Go
  • Outlook 2007: Help -> Disabled Items
  • Outlook 2003 or earlier: Help -> About Microsoft Outlook -> Disabled Items

If you see SimplyFile on that list, select it and click Enable. Then restart Outlook.

In Outlook 2007 and 2010, if the above does not help, please verify that the Apply macro security settings to installed add-ins option is OFF. If that option is checked, uncheck it and restart Outlook. It is located under:

  • Outlook 2010: File -> Options -> Trust Center -> Trust Center Settings -> Macro Settings.
  • Outlook 2007: Tools->Trust Center->Addins.

If the above does not help, please try the steps listed in the next question.

Why does the SimplyFile toolbar disappear after I restart Outlook?

This issue is likely caused by the fact that Outlook is still running after you closed its main window (usually due to a third-party misbehaving add-in).

Next time this happens, please use the following steps:

  • Close Outlook
  • Open the Task Manager
  • Switch to the Processes tab
  • Find Outlook.exe
  • Select it and click “End Task”
  • Wait 5 seconds, then start Outlook again.

That should bring your missing SimplyFile back.

If this keeps happening to you, you might want to disable some of the add-ins you have installed, to find which one is causing this issue. Please see this article for more information.

I am a licensed user. How do I get updates?

For SimplyFile 3.x, use the Check For Updates command. For previous versions of SimplyFile, you can download the latest update for which you are eligible from this page.

Licensing

How do I transfer my SimplyFile license to a new computer?

Please see this section of the User Guide. Be sure to save your license key email in a safe place.

Can I buy one license and use it for all users in my office?

You have to purchase a separate license for each user/computer you would like to install SimplyFile on. To purchase several licenses in one order, please enter the desired number in the Quantity field on the order form. To get to the order form, follow the “Buy Now” button from the main SimplyFile page.