In order to lower the amount of clicks, therefore the time spent to file an email, PIRS offers a drag & drop filing option on top of the above described filing with the wizard.

To file an email via drag & drop, first open your person mailbox or project mailbox view in your PIRS project (step one in below screenshot). Next, simply drag and drop the mail in question directly from your inbox to the correct folder in PIRS. The folder structure will unfold itself once you move the courser over it, allowing you to select parent as well as child folders.

Select document

During the filing process PIRS detects whether or not the e-mail that you are filing is a response to an e-mail sent from PIRS. This means that if an external replies to an e-mail that was sent from PIRS and you are then filing this reply in PIRS via Drag & Drop, PIRS will recognize the relation and file the mail accordingly. This is also reflected in the then available correspondence thread, compare with the following screenshots.

Filing
Correspondence thread
Correspondence

Please be aware that an email can only be filed this way, if the sender as well as the recipient contact is listed within the PIRS address book with a correspondence code. Otherwise PIRS will not be able to create a unique correspondence code, which is one of the mandatory requirements to file and store an email in PIRS.

If PIRS is not able to assign a correspondence code to the sender or the recipient, either because the sender or recipient is not known to PIRS, the email address is used for several different contacts within the PIRS address book or the contact within the PIRS address book does not carry a correspondence code, you will receive a notification which might look like this:

Notification

Prevent Duplicates
Every mail files via drag & drop will also be checked regarding its subject and content to ensure that the same mail has not been filed already. In case there is a conflict, meaning that the mail has already been filed, you will be notified about a possible duplicate.

Prevent duplicates

You will still be able to file the mail.