Xiant Filer™ Features

Folder recommendations
Filing capabilities
Email productivity
Outlook integration
Customize Filer's user interface
Topical view of email (Topics)
Multi-machine support
Performance

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Folder recommendations

Filer uses an advanced recommendation algorithm to suggest folders where you are likely to move email. The algorithm:

• Matches keywords in an email's subject line with names of available folders
• Learns your filing preferences by tracking where you previously filed email:
• From a particular sender,
• Sent to common addressees, and
• From the same conversation thread.
• May return multiple recommendations, listed in order of expected relevance
• Differentiates between multiple folders of the same name
• Keeps folder recommendations separate for delegate mailboxes
• Optionally exclude mailboxes or Personal Folders (.pst files) from recommendations

To supplement Filer's recommendations, optionally configure up to three of your favorite folders as default recommendations.

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Filing capabilities

• Presents quick pick recommendations to move selected messages to the most highly recommended folder with one click
• Move a related messages from a single selected email:
• Move an entire conversation thread
• Move messages from a conversation thread received previous to the selected one
• Move all messages from the sender
• Move all messages from the sender received previous to the selected one
• View an explanation of how Filer recommended each folder for the selected email




• File to public folders in Outlook
• Undo the previous move you initiated using Filer
• Mark messages moved by Filer as having been read (optional)
• Include sent messages when moving an entire message thread (optional)
• Automatically file messages received from a sender after a specified delay (Outlook 2007 only)

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Email Productivity

• Use Filer's folder recommendations to file email with a single click
• File related mail, either by conversation or by sender, from a single selection
• Snooze low priority mail by temporarily removing it from your inbox for a chosen duration
• Automatically file email received from a sender after a chosen delay
• Search the Outlook folder hierarchy by name to jump to a particular folder in the Navigation pane

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Outlook integration

The Xiant Filer user interface is integrated into the following areas of Outlook:

• Outlook window:
• For Outlook 2003 and 2007: a Xiant Filer toolbar and menu
  
  
  
  
• For Outlook 2010: Filer controls on the Ribbon
  
  
  
  
• Filer commands on the message shortcut menu, which is available by right-clicking email in the message list (unsupported in Outlook 2003)
  
  
  
  
• Message window:
• Filer controls are available on the toolbar (Outlook 2003), or
• Ribbon (Outlook 2007 and 2010)

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Customize Filer's user interface

• Choose which of the following filing actions should appear on the toolbar or Ribbon and the message shortcut (right-click) menu:
• Move conversation thread
• Move previous in thread
• Move from sender
• Move previous from sender
• Choose the number of quick pick folder recommendations – from one to three – that can be displayed on the toolbar or Ribbon and the message shortcut (right-click) menu
• Optionally disable the Topics feature

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Topical view of email (Topics)

Use Filer's Topics feature to group, collect, and track email (sent as well as received) that pertains to specific conversation threads:

• Create a topic from a single selection (Filer searches the mailbox for other messages in the thread and adds them for you)
• Add or remove email threads from a topic
• Show or hide topics – all or selectively – to display only those topics in which you are interested
• Open email directly from a displayed topic
• Identify new/unread email in a topic
• File email from a topic to an Outlook folder:
• Move by utilizing folder recommendations, browsing for a folder, or dragging the topic to an Outlook folder
• Selectively exclude messages by folder (for example, leave your sent email in the Sent Items folder)
• Arrange displayed topics on the screen:
• Move and resize a topic or change its color
• Dock topics to the exterior of the Outlook window
• Stack topics on top of one another to conserve screen space
• Delete a topic when you are finished with it (this does not delete email from your mailbox)

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Multi-machine support

If you work in a Microsoft Exchange environment and use Outlook on multiple computers, you can install and use Filer on each one. Filer:

• Considers your filing habits from all computers when it recommends folders
• Shares all topics across computers

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Performance

• If Windows Search is configured to index your mailbox (Format: PDF/36 KB), Filer searches the index instead of the mailbox when moving batches of related email or when adding email to a topic
• If an action requires Filer to search the mailbox directly, Filer attempts to move the process to the background so that you can continue to interact with Outlook
• If a filing action that requires moving a large quantity of email cannot be moved to the background, Filer provides you with feedback in the form of a status dialog

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