Introduction to the interface in Outlook

  1. Show the user interface. Explain that it is docked on the right-hand side but can be docked in other places. (Remind yourself of the Outlook interface - docking)

  1. Select different emails to show how the tiles reorganise and the suggested locations have up to 6 blue bars indicating the level of confidence (Remind yourself by reviewing the Quick Start Filing) 

Filing Received Messages

  1. Explain that to file a message you can either double-click a tile or single-click the envelope on the tile
    1. File a message 





NOTE: It is a good idea to point out a word or phrase in the message you are filing so that you can use this as a search term later when showing the search capabilities


  1. File another message. Ideally one that will file to a different location so that candidates can see the effect
  2. Explain that the software learns each person's filing behaviours and that they will initially need to filter the list to find the location they need
    1. Type into the filter field to show how it works
  3. Show how you can right-click a tile to see further options


TIP: Preparation. It is a good idea to check that the settings will result in the behaviours you hope to show. So if you know the audience want to file into M-Files and see the blue 'M-Files' category bar against filed messages, be sure to change your setting so that messages are NOT moved to deleted items upon filing.

Filing Sent Messages

  1. Reply to a message. Type some text then hit send. Show how the software is recommending one or more locations. (Remind yourself by reviewing the Quick Start Filing) 
    1. Remind candidates that they can filter the list
    2. Explain that they can 'Send only'
    3. Explain that they can cancel, perhaps to add an attachment

Filing Multiple Messages

  1. You arguably don't need to show this, but you should as a minimum explain that users can select multiple messages and file them all at once.