Quick Start Guide

Thank you for installing SimplyTag!

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

If you have any questions at all about the best way to use the product to accomplish your goals, please do get in touch with us. No question is too small!

Configuring SimplyTag

Step 1 - Restart Outlook to see the SimplyTag toolbar.

Tip

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

Step 2 - Configure your categories if you have not already done so.

If you have already configured Categories using Outlook built-in Category functionality, SimplyTag will use them. If not, use the Manage Categories And Actions Window (located under SimplyTag drop-down) to create the Categories you will use to tag your messages.

Step 3 - That is all you need to get started. Start using SimplyTag and see how easy it makes organizing and managing your email.

Using SimplyTag

After you have configured your categories, using SimplyTag is very easy. SimplyTag will the most likely suggested category on the One-Click-Tag Button. Click that button to apply the suggested category. Alternatively, you can use the Tag With Drop Down or the QuickTag Window to apply other categories.

Learn more about Tagging Outlook messages with SimplyTag.

Other features you might want to configure

  • Keyboard hotkeys. If you prefer to navigate primarily using the keyboard, configure hotkeys for efficient keyboard-only operation without touching the mouse.
  • Toolbar buttons. Decide which commands are shown on the SimplyTag toolbar. Some of the features or not shown by default.

Learn More

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.

We are here to help

Do not hesitate to contact us with any questions or feedback.

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