Overview

Use a simple three-step process to use PfT produce the output you want.

1. Select the relevant emails in Outlook

Before you use PfT you need to identify the emails you want to include. It may be a single email if its appended messages include all those you want. Otherwise you need to select the emails you need. If they are all in the same folder – the Inbox or some other folder – then selecting them is straightforward. If they are scattered across several folders, such as the Inbox, the Sent and Deleted folders – then Outlook’s Search feature together with the PfT Search Assistant can help you gather them together and work on them.

2. Start PfT to process the selected emails

Once the relevant emails are selected in Outlook click the PfT button on the Outlook ribbon then the main PfT button on the menu that appears. PfT will load the emails, analyse them and copy each message to its own internal data. This can be a short or long process depending on the number of emails selected and their size and complexity.

3. Use PfT‘s interface to define your required output

PfT‘s main form will display feedback during the initial processing to show what is happening. Once this is complete you can use the various tabs to set up the output you want. The tabs allow you to: refine the selection of messages to be included; setup an optional cover page; and decide the format of the output you want.