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

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 (More -> Train SimplyFile) on the folders into which you will be filing messages.

Step 3 - 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, 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.

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 SimplyFile toolbar. Some of the very useful features, such as Batch File, may not be 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 SimplyFile! We hope that you enjoy it and find the timesaving SimplyFile provides invaluable.