Filing from the Microsoft Office Outlook window

Moderator1 — Thu, 25 Jun 2009 15:52:54 GMT

Filer offers three methods for filing e-mail from the Outlook window:

The Xiant Filer toolbar or Ribbon controls,
The message list shortcut menu, available by right-clicking a message (unavailable in Outlook 2003), and
The Xiant Filer menu (unavailable in Outlook 2010).

This post assumes you are using the most recent version of Filer; to ensure that you have the most recent version, select Check for Updates from the Xiant Filer menu or tab on the Ribbon in the Outlook window.

Using the Xiant Filer toolbar

Use the Xiant Filer toolbar in the Outlook window to quickly file messages. The toolbar potentially offers the following distinct filing actions:

Move message
Move thread
Move previous from thread
Move all from sender
Move previous from sender

As you select messages in the Outlook message list, Filer’s most highly recommended folder appears as a quick pick button for each filing action.

Click a quick pick button to move the selected messages to that folder.
Click a Move to button to view additional recommendations for each filing action. If Filer doesn’t make any recommendations -- or if you don’t like any of the recommendations -- click the last move command in the list to browse for a destination folder or create a new folder.

To optionally customize the number of quick picks as well as the filing actions displayed on the toolbar or Ribbon, go to the Customize Commands tab of the Xiant Filer Options dialog.

Right-clicking a message

As an alternative to the Xiant Filer toolbar or Ribbon, you can also right-click a message in the message list to access Filer’s move commands. As with the toolbar or Ribbon, quick pick recommendations appear for each filing action, followed by a sub-menu with additional recommendations.

Using the Xiant Filer menu (unavailable in Outlook 2010)

Each filing action is also available from the Xiant Filer menu. Select a command to view folder recommendations; select a folder to move the message.

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Filing from the Microsoft Office Outlook window