EFA 4 and EFA Helper 2 Beta Program

The development of EFA (Pro) 4 and EFA Helper has wrapped up. We put a very rare, but nasty bug to bed and decided to run one more round of beta testing before releasing EFA via the Appstore.


EFA 4 and EFA Helper 2 support Catalina, Big Sur and Apple silicon, whilst maintaining support for Intel processors. We have added new functionality, such as email reply mode,  file-with-sent-email context menus, analytics and keyboard shortcuts. EFA 4 supports the pausing and resumption of the indexing process, and we've put particular focus on making indexing a faster and more transparent experience. Filing emails with EFA 4 is faster and more fluent compared to EFA 3.9X.

We'd like to especially thank numerous existing and new users of EFA for their suggestions, bug reports and their great patience as we worked to replicate issues to find solutions. It paid off. EFA 4 is a significantly more capable product than EFA 3.9.  

What is new in Beta 5 compared to Beta 4?

  • Fixed a bug at the database level that could cause EFA to crash in rare cases. 

  • Added a help menu and linked the new User Guide to it.

  • Added User Guide link to EFA Helper 2

  • Updated the EFA User Guide document with a section about EFA Helper (Link opens a Google doc)

Beta terms

  • The beta 4 binaries of EFA 4 are time-fused and will stop working from April 30, 2021

  • By using this software, you accept that you do this at your own risk. Schulz Software will accept no liabilities for direct, indirect or consequential losses from the use of this beta software. 

  • The software does not transfer usage data to us. All data stays on your computer. 

  • The index and user data you create will in most likelihood be usable with EFA 4 when it will be released via the Appstore.  

  • By downloading and using the software, you agree to these terms. 

Supported operating systems

  • EFA 4 and EFA Helper 2 Beta support macOS 10.15 (Catalina) and 11.X (Big Sur). 

Known Issues

  • EFA: Under Big Sur, Filing an email from one Gmail mailbox into another Gmail mailbox results in a copy, rather than a move. The move command is successful from an iCloud Mailbox into a Gmail mailbox. We have raised this issue with Apple. See this technical note for details.

  • EFA Pro: Due to a lack of reported AppleScript support in Microsoft(R) Outlook 16.44 for Mac's New Outlook Mode, EFA Pro is unable to communicate with New Outlook. Details.

  • EFA Pro: The 'File with sent emails’ feature can be slow when there is a large number of emails in sent items (n>1,000)

  • EFA Pro: Email Reply mode. The automatic filing of the reply email only works if the subject and the receiver of the email are not manually edited by the user. 

  • EFA Helper 2: The popup does not close automatically when the user clicks on another system tray icon. Solution. Either use the 'Close Window' button or click outside of EFA Helper. 

  • EFA: When related messages are shown in Apple Mail, the filing of an email can lead to the filing of the related messages as well. 

EFA for Apple Mail - Catalina & Big Sur

EFA Helper for Apple Mail and Outlook - Catalina & Big Sur

EFA Pro for Outlook - Catalina & Big Sur

User Guide for EFA and EFA Pro Version 4

We invite beta testers to provide feedback

macOS security provisions

​When you first start EFA or EFA Pro, macoS will likely refuse to open it. Go to mac OS System Preferences , ensure that 'App Store and identified developers' is selected, and click on 'Open Anyway'

Email Reply Mode


To use Email Reply Mode, select an email in the mail client and then in EFA, click on Email reply mode in the mode selector menu, or use the key combination ⇧⌘R. EFA will open the email. You edit it and when it is time to send, you click on the mailbox where you want EFA to file the email. EFA will then send it, file it, and optionally, also file the original email. For details, consult the user guide. 

Sub mailbox creation 


The context menu has a new option that triggers a workflow to create a sub mailbox under the selected mailbox. EFA will open a popup and ask for the name of the mailbox. Once the sub mailbox has been created, EFA will make it available by adding it to the EFA index, adding it to the list of favourite mailboxes, switching to the Favourites filing strategy and displaying the mailbox. See also the User Guide document


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