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User Interface and Options

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QuickPick Window

SimplyFile Commands

SimplyFile user interface is represented as an Outlook toolbar or a Ribbon Tab. It is optimized for fast access.

Note

In order to save space, not all SimplyFile functions and buttons are visible by default. Use the Toolbar tab of the Options window to configure which buttons are shown.

See also

For even quicker access to the SimplyFile functionality, you can configure hotkeys for its most frequently used commands. Hotkeys will allow you to work even faster without taking your hands off the keyboard. See Hotkeys tab of the Options window.

SimplyFile UI in Outlook 2010

SimplyFile User Interface is displayed on the Home tab of the Ribbon in Outlook 2010.

SimplyFile on the Outlook Ribbon in Outlook 2010

SimplyFile UI In Outlook 2007 or Older

SimplyFile User Interface is displayed as a separate toolbar in the main Outlook window in Outlook 2007 or older.

SimplyFile Outlook toolbar in Outlook 2007 or older

SimplyFile Commands

One-Click-File Button

The large, left-most button, available on the Outlook 2010 Ribbon. It displays the most relevant folder for the currently selected message. Click this button to file the selected message(s) to this folder.

Note

The button label displays folder’s short name. The full folder path is shown in the tooltip, when you mouse over the button.

File-In Drop Down

The File In drop-down will display the next several suggested folders in the order of relevancy. If the One-Click-File button is not showing the right folder (very rare case), you can click one of the folders listed here to file the message(s).

Suggested Folder Drop Down

This drop-down (on the Outlook 2007 or older toolbar) displays suggested folders for the currently selected message(s). To file into the top-most folder, click the File Message Button. To file in another folder, simply select that folder from the drop-down list.

File Message Button

Click this button, located immediately to the right of the Suggested Folder Drop Down (on the Outlook 2007 or older toolbar), to file the currently selected message(s) to the folder listed at the top of the Suggested Folder Drop Down in one click.

Tip

If you press the Shift key while clicking the File Message button, SimplyFile will automatically switch Outlook to the destination folder after filing a message.

If you press the Ctrl key while clicking the File Message button, SimplyFile will copy the message to the destination folder rather than move it.

Both of these shortcuts apply to all buttons that file messages.

Undo File Button

SimplyFile makes filing messages super-fast. In some cases, you might be going through your Inbox clicking File Message so fast, that you do not notice where you filed a particular message. No worries! There are two ways to use the Undo File button:

  • Mouse over the button and the tooltip will display you the name of the folder where the last message was filed.
  • Click the button, to “un-file” - move the message back. You can click multiple times to “un-file” several messages in a row.

Note

If you filed several messages in one operations (by selecting multiple messages or by using File Thread, File Sender, Batch File, etc), one click on Undo File will “un-file” them all.

QuickPick Button

Opens the Quick Pick Window.

Go-To-Folder Button

Allows you to quickly navigate to an Outlook folder by typing a few characters of the folder name, using the Quick Pick Window.

File Thread Button

This button will file all messages from the current folder which have the same subject as the message you have highlighted. Great timesaver!

File Sender Button

This button will file all messages from the current folder which were sent by the same person as the message you have highlighted. Great timesaver!

Batch File Button

Opens the Batch File Window. This command can file multiple messages into their corresponding folders. After you have trained SimplyFile, try this function. It is quite addictive.

TaskIt Button

Use this button to create an Outlook Task from the currently selected message. The task will be populated with the message subject and body. You can use this option option on the Actions Tab of the Options window to control whether the original message is attached to the task.

Configure a reminder on the new task, so Outlook notifies you when it is time to work on it. After that you can file the original message out of the Inbox to keep the Inbox small.

ScheduleIt Button

Does a message require a follow up meeting? Use this button to create an Outlook Appointment or Meeting from the currently selected message. The Calendar Item will be populated with the message subject and body. You can use this option on the Actions Tab of the Options window to control whether the original message is attached.

SimplyFile even has an option to automatically invite message recipients to the newly scheduled meeting.

After you create the Appointment or Meeting you can file the original message out of the Inbox to keep the Inbox small.

SnoozeIt Button

Opens the Snooze Window which you can use to temporary hide a message from the Inbox, then have it re-appear at the time you specify.

Html2Text Button

Converts HTML messages to plain text. Why would you want to do that? To protect your privacy and to save space in the mailbox.

You have all seen messages like this - there are just a few lines of relevant text, but the message size tens of kilobytes. The large size is due to images embedded in the message body or the signature. You want to keep this message, but 50 KB is such a waste for something like that. All those messages add up and take up valuable space in your mailbox.

Html2Text to the rescue! With one click you can reduce that message to the 2-5KB size it deserves, by eliminating the unneeded images and HTML markup.

Tip

By default SimplyFile saves a copy of the original message in the Deleted Items folder, so you can always recover it if you need it. You can control this behavior using Make Backup Of Converted Messages In Deleted Items.

SimplyFile Drop Down Menu

The SimplyFile Drop Down Menu is the last command on the SimplyFile Ribbon or Toolbar. It is labeled More in Outlook 2010 and SimplyFile in Outlook 2007 or older.

Click on that menu to see additional SimplyFile commands. All commands listed below are located there.

Actions Menu

Use this menu to access the commands which you might have hidden from the toolbar to save space.

Train SimplyFile Button

Opens the Train SimplyFile Window, which you can use to quickly bring SimplyFile up to speed on your Outlook folder hierarchy.

Options Button

Opens the Options Window.

Folder Options Button

Opens the Folder Options Window.

Display Stats Button

Opens the Statistics Window.

Tell A Friend Button

You love using SimplyFile. So much so that you would like to share its benefits with a friend. Use this command to compose a note about SimplyFile to your friend.

Rest assured - the email will not be sent without your approval!

Give Us Your Feedback Button

We would love to hear what you think about SimplyFile. Send as a note, we are looking forward to hearing from you!

Help

Displays SimplyFile User Guide.

Check For Updates Button

Check to see if a newer version of SimplyFile is available.

About TechHit SimplyFile Button

Opens the SimplyFile About Window, where you can see SimplyFile version and your license information.

Enter License Key Button

After you have purchased a license, use this command to enter your license key into the product.

Buy Now Button

Use this command to purchase a license key after you have taken the evaluation version for a spin and liked what you saw.