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You've got a few minutes to spare so open Outlook and check your e-mail. A message arrived from a client with an attached document. Hit the reply button, type your reply, and select Send and File to automatically file a copy of the sent e-mail message into the client's e-mail storage folder. Don't stop there though. If you're done with the incoming e-mail message use the Quickfile feature to file it in the same folder with one simple click.
Remember the Inquiry button from the calendar? That’s right, the email is there when you need it for reference, every time you select the e-mail tab in Inquiry. In fact, you can access those e-mail messages in several ways.
So now, what do you do with the attachment? |