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. So much so that SimplyFile will save you at least 30 minutes per week.
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.
SimplyFile in Outlook 2010:
SimplyFile in Outlook 2007 or older:
When you select a message in the main Outlook window’s message list, SimplyFile will display a suggested folder for that message either on the One-Click-File Button (in Outlook 2010) or immediately to the left of the File Message Button (in Outlook 2007 or older). 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, then 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. Alternatively, instead of using QuickPick, you can also pick the right folder from the File-In (in Outlook 2010) or the Suggested Folder Drop Down (in Outlook 2007 or older). We recommend that you do try the QuickPick window - it is very powerful.
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.
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:
The primary functions for moving messages are:
Most of these commands can operate either on a single message or on a multi-message selection.
In addition to filing messages in your mailbox, SimplyFile can prompt you to file messages you send. You can enable/disable that prompt using this option, located on the Filing tab of the Options window.
The Undo File command allows you to see where the last message was filed and move it back if necessary. See Undo File for details.
SimplyFile is a fun tool; and the more you use it, the better it gets. Some customers told us that the folder suggestion algorithm feels “like magic”. Many customers have grown attached to it and refuse to switch from Outlook to GMail or Mac OS X, just because SimplyFile is not available on those platforms. Tell us about your experience.