SimplyFile user interface is represented as an Outlook toolbar or a Ribbon Tab. It is optimized for fast access.
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.
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 User Interface is displayed on the Home tab of the Ribbon in Outlook 2010.
SimplyFile User Interface is displayed as a separate toolbar in the main Outlook window in Outlook 2007 or older.
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.
The button label displays folder’s short name. The full folder path is shown in the tooltip, when you mouse over the button.
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).
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.
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.
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.
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:
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.
Allows you to quickly navigate to an Outlook folder by typing a few characters of the folder name, using the Quick Pick Window.
This button will file all messages from the current folder which have the same subject as the message you have highlighted. Great timesaver!
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!
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.
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.
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.
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.
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.
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.
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.
Use this menu to access the commands which you might have hidden from the toolbar to save space.
Opens the Train SimplyFile Window, which you can use to quickly bring SimplyFile up to speed on your Outlook folder hierarchy.
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!
We would love to hear what you think about SimplyFile. Send as a note, we are looking forward to hearing from you!
Displays SimplyFile User Guide.
Check to see if a newer version of SimplyFile is available.
Opens the SimplyFile About Window, where you can see SimplyFile version and your license information.
After you have purchased a license, use this command to enter your license key into the product.
Use this command to purchase a license key after you have taken the evaluation version for a spin and liked what you saw.