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Once you’ve installed, activated, and opened QuickFile365, you’re ready to begin the mail filing process. QuickFile365 allows you to select emails from you inbox, choose the appropriate folders and tags, and file the emails instantly. Learn how to file a mail below.

Step-by-Step Mail Filing Process

1. Open Outlook and select an email.

2. Start QuickFile365.

Start QuickFile365 on New Outlook/OWA

To launch the QuickFile365 add-in:

  1. Select an email.
  2. Click the More Apps icon on the Ribbon.
  3. Click QuickFile365 to open the QuickFile app directly beside the email.

To launch the QuickFile365 add-in:

  1. Select an email.
  2. Click QuickFile365 on the Ribbon to open the QuickFile app directly beside the email.

To launch the QuickFile365 add-in:

  1. Select an email.
  2. Click QuickFile365 on the Ribbon to open the QuickFile app directly beside the email.

3. On the filing screen, select the folder where you want to file the email. You can also choose a tag if needed.

4. Click the appropriate button to file or tag the email as Original, Copy, or Thread.