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Email Filing

Summary: No matter what our profession, email is always becoming more and more important. What do you do though, if you want to hold onto important information that comes to you electronically? Print it out, or save it on the computer and hope you can find it again later? No. The answer lies in email filing. Learn how to file your email by using these easy methods.

Whether you are an executive, an executive's assistant, or simply an average Joe, email is a fact of life. With the ever increasing amounts of email that we get each day and depend on to be able to function in our jobs, it is becoming a necessity to have some type of a filing system. Just like with any paper filing system, email filing is largely a matter of personal taste. Here are a couple of ideas that will be able to help you out with your cluttered inbox.

In the email system:

In your email system (whether it is Microsoft Outlook, or some other application) you need to start in the Archives Folders section. When you have found that section, make a specific file for the item that you are wishing to save. Label this file with the sender's name, or if you will be getting a massive amount of emails on a particular topic, label the file with that topic's name. When finished with the email, simply save it to that archive file. It is extremely easy to sort through the file and find it. You can even use the search tool to look for specific phrases and so on.

With this method, even if you have a couple of hundred different emails in each file, you will still be able to find anything you need in just a matter of moments. An example of this hierarchy, if you happened to work in a law office, may look like this (going from most broad, to specific):

  • Divorce Decrees—2009
  • James, Nathan—Divorce
  • Acme Furnace Invoices
  • Thermostat
  • James, Nathan

In "My Documents" section:

You can accomplish the same thing in the "My Documents" section of your computer that you do in your email system. All you need to really do is save the pertinent information, using main files, and then naming the folders in them for easy recognition. An example of this, going from the most broad to the most specific, would look like this:
  • 2009—Invoices
  • Acme Furnace Company
  • New Thermostat
Or like this:
  • 2009 Divorce Decrees
  • James, Nathan—Circuit Court
  • Divorce Decree—Nathan v. Jones
By using these methods you will be literally using your computer and the email system as a filing cabinet, making information retrieval extremely easy. Keep in mind though, that it is easier to sort through your email by topic, so once you start, keep going until you have finished. Stopping and coming back to it later on will simply make it more difficult and confusing for you to find the information that you need later on.

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