By the way, though the steps may be similar with other versions, these are based on Outlook 2003. There are other features in this version that make it much better than previous ones, so you might want to buy a copy direct to increase your efficiency.
Using an Outlook Rule to Archive Transaction Emails
By James Kimmons, About.com Guide
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Create rules as new participants email you about the transaction.
If you get emails from other involved in the transaction, and you think there will be enough future emails to justify a rule, then use their first incoming email and follow the procedure in Step 2 above.
Prev
- 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.
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