Quick Start - for users
This short Quick Start guide shows you how to:
- Locate the Add-in
- File messages
- Find messages with the search tool
Locate the Add-in
If CloudFiler has been enabled for you, it will appear on your ribbon menu in Outlook
Select an email from your inbox, then pick the CloudFiler button on the ribbon menu. This will open the CloudFiler menu in Outlook.
If you can't see it on the ribbon, select an email and then from the triple-dot menu '...' select CloudFiler.
This should then display the CloudFiler menu of filing locations.
New users are presented with the licensing agreement.
Once you accept the agreement you will see a quick 'explainer' providing an introduction to the user interface.
Be sure to pin the Add-in otherwise it will disappear when you select another email:
Filing from your inbox
To file a message:
- Select it in Outlook. If the location where you wish to file the message is shown in the list, click the cloud icon that appears on the confidence bar at the far end of the tile
- If the filing location you need is not shown, scroll through the list or filter the list by typing part of the name in the filter box at the top of the menu.
Filing outgoing email
When you compose your email CloudFiler will try to ascertain where you will choose to file it based on the subject, recipients and body of the message.
Outlook remembers the pinned status for reading and sending emails separately, so be sure to pin the Add-in otherwise it won't be there when you create another new email:
To open the search tool select the search icon at the bottom of the menu.
[Add video with audio to show search facilities]