The private button allows you to file the email as a private document. By clicking on the drop down menu, you can select the attachment(s) you would like to save and also select the Workspace folder location.Į. If you wanted to just save the email attachments without saving the email itself, you can use the Save Attachments button. The Delete button on the toolbar is a toggle button, that when toggled on will delete the email from your inbox after filing.ĭ. This will keep the email in your inbox and tag the email with a green circle and white check mark indicating that the email was filed to FileSite. FileSite will give you suggested locations based on the last 90 days worth of your filing habits & recent filing locations.ī. First, Choose the Workspace and folder where you would like to save the email. WorkSite Email Management Toolbar (EMM Toolbar) – This is a cool feature of FileSite which allows you to file your email without having to scrolling down to your workspaces and folders.Ī. *TIP: To keep the email item in your Inbox or Sent Items, hold down the ctrl key while dragging and dropping the email.Ģ. This method not only files the email but it also deletes it from your Outlook folder. In the Navigation pane, you simply expand the Workspace so that the folder is visible, then from your Inbox or Sent Items folder, click and drag the email to the desired Workspace folder. Drag and Drop – I prefer the drag and drop method for filing.Users will always use whichever way they find to be the easiest and most efficient. FileSite provides many different ways to file emails to your workspaces and folders.
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