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Quick Start Guide

Thank you for installing SimplyFile!

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, do get in touch with us. No question is too small!

Configuring SimplyFile

Step 1 - Restart Outlook to see the SimplyFile buttons on the Ribbon Home tab of the main Outlook window.

SimplyFile on the Outlook Ribbon

Tip

If you do not see SimplyFile buttons after you run the installer and restart Outlook, first make sure Outlook’s Ribbon is fully expanded. If that does not help, try the suggestions in this FAQ or this FAQ.

Step 2 - Train SimplyFile. Run the Train SimplyFile command (Click More -> Train SimplyFile) on the folders into which you will be filing messages.

That is all you need to get started. Start using SimplyFile and see how easy it makes maintaining a tidy Inbox and managing your email workflow.

Using SimplyFile

After you have trained SimplyFile, start filing messages.

Learn more about Filing Outlook messages with SimplyFile.

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.
  • Show / Hide buttons and commands. To save space, not all buttons are shown by default. Some of the very useful features, such as BatchFile, may need to be enabled. Use the checkboxes on the UI tab of the Options window to show buttons for the commands you use most often.

Learn More

There is much more to SimplyFile than we covered on this page. Read the rest of this User Guide to familiarize yourself with all the features to get the maximum benefits. 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 SimplyFile! We hope that you enjoy it and find the timesaving SimplyFile provides invaluable.