Note: Send and File only works after the manual/advanced installation is complete. Follow the installation guide if you haven’t already.
- Step 1: Compose Your Email - Create your email as normal in Outlook.
- Step 2: Click Send - When you click Send, QuickFile365 prompts you to select a folder.
- Step 3: Open the Task Pane - Click Select Folder to open the QuickFile365 Task Pane beside the email window.
- Step 4: Choose the Folder and Send - Use the Task Pane to select the folder where the email should be filed. Then click Send.
- Step 5: Process the Sent Queue - All emails you send are initially stored in your Sent Items folder.
When you are ready, click Process Sent Queue in QuickFile365. QuickFile365 will process all queued emails and automatically move each email from Sent Items to the folder you selected earlier.
You do not need to process each email individually – Process Sent Queue handles all queued emails at once.
