This short Quick Start guide shows you how to:

  1. Locate the Add-in
  2. File messages
  3. Find messages with the search tool

NOTE: If CloudFiler has yet to be enabled on your Exchange server you should first take a look at our Enabling on Microsoft Exchange step-by-step instructions. Once it's enabled on Exchange you can proceed with the steps here to start using it

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:

TIP: If you want the Add-in to be present both when reading incoming messages and when composing emails, be sure to pin it in both windows

Video Tutorials 

We recommend that you watch the videos on our web site to quickly learn how to file incoming and outgoing email and how to get the most from CloudFiler's advance 'Pico' search engine.

TIP: If you use Outlook in a browser be sure to take a look at the Working with Outlook in a browser step-by-step instructions.