Filing messages in your inbox (or any other folder) is done using the following procedure:
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Select the message to be filed
- Click the File Message button to open the main dialog
- If the location where you wish to file the message is in the list select it. Once a folder is selected the File Message button will enable. eMail Manager will try and identify the type of location (file system folder or outlook folder) and the automatically select the type in the location box. If eMail Manager incorrectly identifies the location type the software will generate an error when attempting to file the message so you should manually set the type. If the location you wish to file the message is not already in the list the select the type of location and click Browse… to select either an Outlook (or Exchange) folder or a folder within your file system. The target folder will be added to the Message Location list where you can select it. Once a folder is selected the File Message button will enable.
- Select the desired workflow for the way attachments should be handled when saving the message and click File Message.
Filing multiple messages follows the same procedure. However, by default only Workflow 1 is available in batch mode.
When sending messages eMail Manager detects new messages in the sent items folder and pops open the dialog to handle the message. If you click Do not file message on 5 consecutive messages you will be prompted to stop monitoring sent items until Outlook is restarted.
When deleting message from Outlook or after filing a copy into the file system eMail Manager moves the message to a custom folder called Deleted Items (eMail Manager). This folder should be regularly emptied in order to keep the size of your Exchange Mailbox or PST file under control. If this folder is accidentally deleted then restart Outlook to recreate it. You will receive a prompt during the shutdown of Outlook to empty this folder.