Using an Outlook Rule to Archive Transaction Emails

Below are the steps for this process.

1. Click on Tools > Rules & Alerts > New Rule.

2. Click "Start from a Blank Rule" and "Check messages after sending" and then click Next.

3. Select the option "with specific words in the subject or body." Click on "specific words" link in the bottom box and enter the transaction name. Example: "Smith to Jones". Click Add > OK > Next.

4. Select "move a copy to the specified folder" and then click on the "specified" link in the bottom window.

5. Choose the transaction folder, then click OK > Next.

6. We're not using the next box, so click Next again.

7. Here we name the rule and make sure that "Turn on this rule" is checked. Click Finish and we're done.

• 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.