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.

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

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.

Silent Video: In the example below, CloudFiler recommends both the Special Surveys location and P0020192 Gresham Blood Labs but has assigned the full 6 confidence bars to Specialist Surveys. The message is regarding an invoice and needs to be filed to multiple places, so we file it to both of the suggested locations and to the Financial matters (EMEA) one

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:

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

Silent Video: In the example below, CloudFiler has correctly assumed that we will want to file our reply to Levy Datum regarding his invoice, into the Specialist Surveys location, but as with the incoming email, we also want file it to P0020192 Gresham Blood Labs and Financial matters (EMEA). You can see how it's easy to add filing locations and filter for them if they aren't near the top of the list.

TIP: If you don't wish to file an outgoing message, just remove the suggested location

TIP: Outlook only updates CloudFiler when you add or remove a recipient. This is a Microsoft restriction.
If you would like to see CloudFiler's suggestions based on your edits, right-click over CloudFiler and select Refresh or press CTRL + R.

Searching

To open the search tool select the search icon at the bottom of the menu.

[Add video with audio to show search facilities]

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.