Index

Using the Email Add-in (New 2015)

To enable the FilePro function to save emails from Outlook you will need to download the email add-In to each PC using FilePro in your practice.

This Email addin can be used in conjunction with Microsoft Office 2010 and 2013.

The email addin will appear as "FilePro" on the menu bar of Outlook.

Settings Tab

About Tab

The About tab allows you to check what version of the addin you are using. You can check for updates by clicking the button and if a new version is available it will automatically update.

Saving Emails

This email addin allows you to save emails to the file in two ways.

Firstly, in Outlook click on the email or select several emails you wish to save.

Navigate to the FilePro tab on your menu bar and select Save to FilePro.

Please note the save options will be set to what you have chosen as your Default, these can be changed manually.

Using the Email Add-in (New 2015)

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