How do I add emails to a folder?

All kinds of information can be added to folders. Examples of commonly used folders are service, support, sales, tenders, projects, visits, and invoices. Folders are always linked to one or multiple contacts. The first thing to do is create a new folder: menu item New -> Folder or directly in a contact’s archive by clicking on the ‘+’ button in the left folder section. Beware that if a new folder is created, it belongs to the contact that is currently on your screen!

A folder link can be made in several ways:

1. In your inbox: via right-click (two fingers trackpad click) when on the message and select ‘Folder link’. All created folders for this contact are mentioned and can be linked and unlinked via the arrows in the center of this screen. Or drag and drop the message directly to a destination folder in the left folder section.
   
   
2. In your archive: via right-click (two fingers trackpad click) when on the message and select ‘Folder link’. All created folders for this contact are mentioned and can be linked and unlinked via the blue and red arrows. Or drag and drop the message directly to a destination folder in the left folder section.
   
   

Watch this tutorial in which we explain how to create and use folders in SpinOffice to organize your archive and save time retrieving information.