Add Emails to a Folder in Chronological Order While Maintaining Family Relationships

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If you want to add emails to a folder in chronological order, you will want to first find your emails, sort them in chronological order, and then make sure to pull in all related attachments when applying your folder.  To accomplish this, you can take the following steps:

  1. Create a new folder in the SETTINGS Tab > Folders section.

  2. Navigate to the REVIEW tab and start building a search based on the criteria you are looking for.  If the documents are coming from a particular import batch, start with batch:##.  If the documents are already in a specific folder, start with folder:"folder name" and add the syntax component AND document_type:email to the end of the search.

    Note: If you notice emails appear as attachments to other emails, you may want to modify the above addition to AND document_type:email AND NOT is_attachment:true.  This will eliminate any emails which are attachments from your initial chronological sort as described below.

  3. Sort your results by date in ascending or descending order.  You can accomplish this by clicking on "Date" at the top of the column.

  4. Once you have sorted by date, initiated the process of adding documents to your folder by clicking "Bulk Actions" at the top of the screen. In the Bulk Actions pop-up, you'll want to choose "Folder Actions/Apply" and select your newly created folder.

    Make sure to select "Group by email family, including related documents" & "Email-Family" in the top section of the modal.  This will pull in the related attachments to your selected emails.

  5. Once you press the Update Documents button, your documents will be sorted by date and email family in your newly created folder.
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