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Send & File outgoing e-mails

File outgoing e-mails directly from Outlook with the ketl add-in.

The ketl add-in lets you file outgoing e-mails in several ways:

  • Going to the sent items and selecting the e-mail to file
  • Sending with the add-in to file the e-mail at the same time (reply or new e-mail)

This guide focuses on the second case: when you want to systematically (or most of the time) file the e-mails you send.

We will cover 2 situations here:

  • Send & File while writing an e-mail
  • Get a reminder before sending an e-mail

Send & File

The most efficient way to file an outgoing e-mail is to fill in the filing information at the moment you write it.

If you open the ketl add-in while writing a reply or a new e-mail, you can access the following tab:

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This tab lets you fill in the filing information for the e-mail before sending it.

Once your e-mail is written and the information has been filled in, simply click on “Send & File”:

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Your e-mail will be filed a few seconds after it is sent.

Filing check before sending

If you want to make sure you never forget to file your outgoing e-mails, you can enable the following notification. It appears whenever you send an e-mail from Outlook:

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This notification lets you:

  • Send anyway — send without filing
  • Send & file — open the add-in to file the e-mail before sending
  • Don't send — cancel the sending
  • Open the add-in settings

    1


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  • Enable “Notify me to file upon sending”

    2


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Once enabled, the notification will appear every time you send an e-mail without using the ketl add-in.

When you click on the middle button (“Send & file”), the ketl add-in will open so you can choose the filing details and then send the e-mail:

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This feature is particularly important if your organization has implemented strict rules regarding the archival of outgoing e-mails.

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