Step 1 - Enable auto save for OutlookIn order for emails to be auto saved to network or cloud folders you need to first enable the FileChimp auto save options within the Outlook addin. Within Outlook locate the FileChimp settings (cog icon on the ribbon menu). Enable auto save Incoming emails and auto save outgoing emails. You can use different paths or a single path.
Step 2 - Configure a rule from the FileChimp taskbar applicationOnce this is done you can configure the FileChimp taskbar application to sort the emails into relevant network or cloud folders based on a generic rule which will be dependent on your requirements. An accountant may file emails into network folders based on the sender/recipients email address or domain name while an architect may wish project emails to be stored in folders which contain a specific project number.
The configuration is easily completed in minutes and will never need to be changed or amended each time a new client or project comes on board. Simply keep to consistent folder names when creating new projects or client folders and the emails will always find their way to the correct folders. Visual confirmation that the email is filed is displayed against each email within Outlook, and if you prefer you can delete filed emails or retain a copy in Outlook. You can also use FileChimp sync folders to keep email organised within Outlook.
Take a look at more detailed configuration options here.
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