QuickFile365 allows you to attach notes to your emails, helping you capture important reminders, provide context, or outline next steps. This feature helps you stay organized and maintain a clear record of your communications.
Step-by-Step Instructions
1. Open Outlook and select the email you want to add a note to.
2. Start QuickFile365.
3. Click the Notes Icon on the QuickFile365 taskpane.
4. Add, Edit, or Delete Notes
The Notes dialog will appear. Here, you can:
Add a new note
Edit an existing note
Delete notes you no longer need
5. Save Your Changes
Once you’ve entered or updated your note, click Save to attach the note to the selected email.
