Sending Messages with Actions
In this article:
- Initial Send Options
- Send and Action Window Options
- Sending and Filing
- Sending and Moving
- Sending, Filing, and Moving
ZERO Athena’s enhanced capabilities enable you to seamlessly send messages while also filing and moving them to their respective folders. This streamlined process ensures that as you send out messages, they're organized efficiently, optimizing your mailbox management.
Initial Send Options
After composing your message, click one of the following buttons based on your to Send and Action settings.
- Send - this is Outlook’s standard Send button. Clicking this will automatically open the Send and Action window if you have activated the Open automatically upon Send option in ZERO settings.
- Send and File and Move - this additional button will appear next to Outlook’s Send button.
Clicking this button opens the Send and Action window, available, if you enable the Open by clicking the Send & Action button setting in ZERO settings. Outlook’s standard Send button will send emails without additional actions.
Send and Action Window Options
The Send and Action window includes File and Move sub-sections, each with a toggle feature allowing you to activate or deactivate these sub-sections. This flexibility lets you file, move, or do both simultaneously as you send a message. The window offers the following choices:
- Send Only – sends the message without any additional actions.
- Send & File – available when the Move function is turned off. This option allows you to send the email and simultaneously file it to a chosen destination.
- Send & Move – available when the File function is turned off. This option enables you to send the email and immediately move it to a predetermined folder.
- Send, File & Move – available when destinations are set in both the File and Move sub-sections. This action allows you to manage all three tasks in one go.
Sending and Filing
To send and file a message:
- In the Send and Action window, go to the File sub-section.
- Fill in the necessary fields and ensure the Move function is turned off.
- Activate Autofile this Conversation if you want all messages in the current conversation automatically filed to the selected destination.
- Click Send & File.
Sending and Moving
To send and move a message:
- In the Move sub-section, select a destination folder from the Suggestions or Recent lists. You can also select the Other Folder option for a broader selection.
- Click Send & Move.
Sending, Filing, and Moving
To send, file, and move a message:
- Follow steps from both the Sending and Filing and Sending and Moving processes.
- Click Send, File & Move to complete the action.
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