If you are filing to Windows Folders you will almost certainly have encountered the situation where you have: drafted your email, hit send and then realised that it's for a new project and you need to create a folder for it before you can continue.

 

Here is a quick tip:

 

  1. Keep the PentagonMail Assistant filing list up and filter it to find a project that is close to where you need to create the new one
  2. Right-click on that project and select 'Explore Location'. This will open File Explorer in that folder
  3. Navigate up to the appropriate level to create the new folder and an 'email' sub-folder if that is how you work
  4. Right-click the new folder and select 'Add Location to PentagonMail Assistant'
  5. Complete the dialogue with the right filing Group and assign the right name too
  6. Go back to the PentagonMail Assistant filing dialogue and cancel it
  7. Now try sending the message again and the newly added location will be on the list