Yes, you can add category (tags) and QuickFile at the same time.
Please find the steps below:
- Turn the "Display Category list on QuickFile screen" on from the settings screen
- Start Outlook and Go to your Inbox
- Go to Standss Outlook Addins tab
- Click More from QuickFile Group
- Click on Settings to open QuickFile Settings Screen
- Tick "Display Category list on QuickFile screen" in Standard tab
- Click OK button to save the settings.
- Select the item you want to QuickFile
- Click on QuickFile button in QuickFile Group in the Home Ribbon
- Choose the folder you want to file the item to
- Select category from the Category list that appears on the QuickFile Screen
- Click on QuickFile
Please note that the User Interface may be slightly different versions of QuickFile. However, the feature will be the same.
Article ID: 288, Created: 6/6/2019 at 2:51 PM, Modified: 6/16/2019 at 2:25 PM