SimplyTag user interface is represented as buttons on the Outlook Ribbon Home Tab. It is optimized for fast access.
In order to save space, not all SimplyTag functions and buttons are visible by default. Use the UI tab of the Options window to configure which buttons are shown.
For even quicker access to the SimplyTag functionality, you can configure hotkeys for its most frequently used commands. Hotkeys will allow you to work even faster without taking your hands off the keyboard. See Hotkeys tab of the Options window.
The first several buttons. They display the most relevant categories (tags) for the currently selected message. Click a button to assign the category to the selected message(s).
If you press the Ctrl key while clicking the Tag Message button, SimplyTag will not apply a move action even if one is configured for a particular category.
You can configure the number of one-click-tag buttons to be displayed on the UI tab of the Options window.
Tag With Drop Down¶
The Tag With drop-down will display the next several suggested tags in the order of relevancy. If the One-Click-Tag button is not showing the right category, you can click one of the categories listed here.
Clear All Tags¶
Removes all categories from the selected message(s).
Opens the QuickTag Window.
Opens the QuickTag Window.
Copy tags from the currently selected message.
Apply previously copied tags to the selected messages.
Apply AutoTagging to the selected messages. Assign tags which would have been applied by AutoTagging.
If you press the Ctrl key while clicking the Apply Auto button, SimplyTag will not apply a move action even if one is configured for a particular category.
Apply folder move action. Look at the tags which are assigned to the message. If one of these tags has a folder move action, move the message to the corresponding folder.
If you turn off AutoTag Apply MoveToFolder Actions, so that all incoming messages stay in the Inbox, you can use this button to apply the Move To Folder action retroactively.
If you use Move To Folder Actions, this button allows you to quickly navigate to an Outlook folder into which you recently moved a message.
Use this button to create an Outlook Task from the currently selected message. The task will be populated with the message subject and body. The original email message is attached to the task, so you can easily access it in the future.
Configure a reminder on the new task, so Outlook notifies you when it is time to work on it. After that you can file the original message out of the Inbox to keep the Inbox small.
Using Tasks with reminders is a great way to manage future TODOs and follow-ups without cluttering your Inbox.
Does a message require a follow up meeting? Use this button to create an Outlook Appointment or Meeting from the currently selected message. The Calendar Item will be populated with the message subject and body.
After you create the Appointment or Meeting you can file the original message out of the Inbox to keep the Inbox small.
Allows you to quickly perform an Outlook search for messages related to the selected message. You can search for messages with the same tags, sender, recipient or subject. It is a great way to quickly lookup messages related to the one you are working with.
SimplyTag Drop Down Menu¶
The SimplyTag Drop Down Menu is the last button on the SimplyTag Ribbon. It is labeled
Click on that menu to see additional SimplyTag commands. All commands listed below are located there.
Manage Categories And Actions¶
Opens the Manage Categories.
Opens the Options Window.
Tell A Friend Button¶
We hope that you will love using SimplyTag. So much so that you would like to share its benefits with a friend. Use this command to compose a note about SimplyFile to your friend.
Rest assured - the email will not be sent without your approval!
Give Us Your Feedback Button¶
We would love to hear what you think about SimplyTag. Send us a note, we are looking forward to hearing from you!
Displays SimplyTag User Guide.
Check For Updates Button¶
Check to see if a newer version of SimplyTag is available.
About TechHit SimplyTag Button¶
Opens the SimplyTag About Window, where you can see SimplyTag version and your license information.
Enter License Key Button¶
After you have purchased a license, use this command to enter your license key into the product.
Buy Now Button¶
Use this command to purchase a license key after you have taken the evaluation version for a spin and liked what you saw.