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Introduction

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Managing Outlook Email

Quick Start Guide

Thank you for installing SimplyFile!

If this is your first time, please read on for a few tips on getting started.

Configuring SimplyFile

Step 1 - Restart Outlook to see the SimplyFile toolbar.

Tip

If you do not see SimplyFile after you install it and restart Outlook, try the suggestions in this FAQ or this FAQ.

Step 2 - Train SimplyFile. Run the Train SimplyFile command (located under SimplyFile drop-down) on the folders into which you will be filing messages.

Using SimplyFile

After you have trained SimplyFile, using it to file messages is very easy. SimplyFile will show you a suggested folder for each message and you simply glance at the suggestion, verify that it is accurate, then click a button to file the message in the suggested folder.

Learn more about Filing Outlook messages with SimplyFile.

Learn More

That is all you need to get started. If you would like details on some of the features, read the rest of this User Guide. Check out the FAQ for answers to some of the frequent questions.

Thank you for using SimplyFile! We hope that you enjoy it and find the timesaving SimplyFile provides invaluable.