SendSave is the fastest and easiest way of saving a copy of Outlook email files (and their attachments) in central folders on the server - like project or customer folders. So .msg files are stored with other files related to that project or customer.

SendSave STORES Emails FOR BUSINESS
Critical email messages should be saved on a central server with other project and customer files so they can be found and backed up with other spreadsheets, letters, and information about that Project or customer.

HOW IT WORKS
Step 1. When you Send or Reply to an email related to a project or customer, you decide if want to save a copy to the server to document the email. If it is a personal email, click Send like you always do. If you want to save a copy to the project folder, click the "SendSave" button instead of Send.
See the button below:

Note: In Outlook 2007, the SendSave Button will appear on the "Add-ins" tab on the ribbon.

Step 2: Before sending the email, SendSave will prompt you for which project (Customer, Case, patient, property, etc.) to save it to.

You select a project (or customer) name from the list. If the name is not in the list, you add the name to the list and specify what the default folder to save emails for that project (a one time event). Don't worry - everyone on the network can share the same list for ultimate efficiency.

The email file name defaults to whatever text is in the Subject line of the email. You can modify the filename if you want to.

Now Click the SendSave button. A copy of the email is saved to the folder with attachments and Outlooks sends the email as usual and keeps a copy in your Sent folder, exactly the same as Outlook works now. If there is a duplicate filename on the server, SendSave will prompt you to rename the new file or overwrite the existing file. All this only takes about 2-4 seconds.

When receiving an email and you decide you want to save a copy of it for records, just open the email and press the "Add to Project button".

SendSave will prompt you for the project name and save a copy of the email to the proper folder on your server. The original will stay in your Outlook Inbox just like it is now. You can do with it what you want - keep, delete, or move it to another Outlook folder.

SendSave makes it fast and easy to document email correspondence in your server. You can open .msg files by just clicking on the file and reading it in Outlook. All attachments in the email will be available with the .msg file.

PROGRAM SETUP
This is a 30 second, one-time process that will save countless hours compared to saving and finding emails manually. Refer to the image below.
In Outlook, create a new email. Press the SendSave button to open the pop-up SendSave form.
Click the Defaults button on the SendSave form.
Project Root Folder: Click the folder button and browse to the root folder on your server where the project files are stored. (Examples: x:\ or \\server\ or \\server\projects\ or x:\customers\) Everyone using SendSave should map to the server using the same folder path.
Subject Delimiters: Select the project delimiters (SendSave will automatically look for these values in the subject line of emails.) If it can find the project name or number, then it helps you select the project name.
Email Sub-Folder: You can select a default sub-folder if your office has a standard to save correspondence in a certain project sub-folder. For example: x:\Atrium\Corr\ or x:\07-022\emails\ or just leave blank.
Press the Save button to save your defaults.You can always make adjustments later.

The license of this software is Free Trial Software, the price is $39.00, you can free download and get a free trial before you buy. If you want to get a full or nolimited version of SendSave for Outlook, you can buy this outlook add-ons software software.