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Filing Emails

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I tend to keep all my emails in sub-folders within Microsoft Outlook. This entails setting up folders within "Personal Folders" and then periodically going through both my Inbox and Sent Items folders to drag emails to the correct filing location.

I have previously used Lotus Notes, which was set up to ask me where I wanted to file each sent message, so I could do that at the time, and just had my Inbox to clear out periodically.

Does anyone know if I can do something similar within Outlook?

You can set up rules so that the mail moves all on its own...can't remember where to look on the menu, but it is there somewhere and is pretty intuitive. Takes a while to set up, but it saves a lot of time in the long run! Not sure how advanced the Outlook Express version is versus the proper Outlook.

You can create a rule so that certain emails go to certain folders.

If you have the mailbox view set to show new emails, you can see the amount of new emails to each folder.

You can set up rules so that the mail moves all on its own...can't remember where to look on the menu, but it is there somewhere and is pretty intuitive. Takes a while to set up, but it saves a lot of time in the long run! Not sure how advanced the Outlook Express version is versus the proper Outlook.

Beat me.:mad:

You can create rules;)

. Ballocks. I were beaten too . :P

That's the first time I've ever won anything! :D :D

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Thanks guys - I've looked briefly at "rules" and I guess if the sender was the project manager for a particular customer I could set up those to go to the relevant project folder.

But there will be other emails (for example from regular suppliers or from colleagues) which could be associated with any current projects (and may not have the project name in the subject line) so I'm not sure if there is a way to deal with these.

I have sort of accepted having to have a periodic clean up of my Inbox, but maybe I have to be more specific with the subject lines of sent emails so that the rules will apply to these if there is no way of triggering Outlook to ask me each time I send an email.

Or right click the email in the list screen and select "move to folder" then select the folder.

I prefer subject matter over sender, as thing start getting messy and confusing.

I do mine on arrival using rules that I've refined over time .

Set them up at work on "senders address contains" so that each supplier gets its own inbox folder. For example there is [email protected] and [email protected] both getting a where contains "Nikko" on them :thumbup:

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