HOW TO INSTALL

You need Microsoft Outlook 2000 - 2007.
SendSave is very lightweight and will run on any computer running Outlook. If you want to use a network, SendSave works with any Windows compatible network. You will need read/write permissions to the network folder where the SendSave look-up database is stored.

Download SendSave by clicking download, Save. Before installing, Close Outlook on your computer.

Install SendSave by running the Setup.exe file and following the instructions. It only takes a few seconds to install. Some companies require administrator privileges to install software on your computer.

Open Outlook and click New button to create a new email. You will see the new SendSave button on the toolbar.

PROGRAM SETUP

  1. 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.
  2. In Outlook, create a new email. Press the SendSave button to open the pop-up SendSave form.
  3. Click the Defaults button on the SendSave form.
  4. 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.
  5. 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.
  6. 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.
  7. Press the Save button to save your defaults.You can always make adjustments later.
Setup Form
SendSave is very simple to install, setup and use. If you have trouble get help from "the computer geek" in your office  or contact us.