Using an Outlook Rule to Archive Transaction Emails

Steps for doing this are:

1. From the email window, right-click on Personal Folders.

2. Click on New Folder

3. Name the folder, in this case we're using "Kimmons to Jones".

4. Once you click OK, the folder is created.

• Create a folder in Outlook for the transaction
• Make a rule for filing emails that you receive from your client or others.
• Create a rule to file our outgoing emails for this transaction
• Create rules as new participants email you about the transaction.