Filing Multiple Emails

Filing emails one by one isn’t practical for large set of email, so setting up a drop folder can help.

How To

Simply create a sub-folder in Outlook and give it a name that starts with your exact project number. Now move emails into that folder and voila! they'll be automatically filed in that project.

When you move emails into the drop folder, it can take up to 5 minutes for
the system to detect them and start filing.

 

Using an Existing Folder

Ensure the existing folder name starts with your exact project number, then move at least one email into it. This will trigger TonicDM to file all the email in that folder.

It’s also nice if you sort your project email into Outlook sub-folders already, since your email will be filed automatically when you move it to your project sub-folders in Outlook.

 

 
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