Open Text Email Filing eDOCS Edition – Increased compliance and organization of emails
Most organizations have realized by now that taking care of business content captured in emails is a very important part of the company’s content management strategy and that a document management library is a useful repository for email storage. Open Text Email Filing eDOCS Edition is a rich set of user friendly and time saving add-on modules developed for organizations that want to maximize the value of the business content captured in emails. All modules integrate seamlessly with Open Text eDOCS DM making sure users can easily and effectively store emails in the document library while increasing your organization’s return on investment (ROI) and compliance status.
Open Text eDOCS Email Marker
By making it easy to track which emails have already been saved, Email Marker ensures that nothing important gets overlooked. It automatically checks the content in the Microsoft Outlook folders and compares it with the content in the DM library. Email Marker then flags saved or non-saved emails with selected colours, moves certain types of emails to selected Outlook folders, and/or automatically changes Outlook categories to selected values, such as Client/Matter, to indicate where the email has been saved.
Open Text Email Auto Bulk Filing
Open Text Email Auto Bulk Filing monitors MS Outlook folders and stores emails in eDOCS DM with metadata that has been associated with the Outlook folder. All emails are stored with header fields and thread information as if they were filed with standard DM functionality.
The backend process monitors the Outlook folders and copies any new emails to a folder on the server where the email filing service takes over, making sure all messages are stored into DM with metadata and email header fields. With Email Auto Bulk Filing it is also possible to stores multiple emails from a folder into eDOCS DM in a single operation. This makes saving emails from Outlook into DM very efficient and eliminates user wait time.
Open Text eDOCS Email Filing Assistant
Email Filing Assistant extends the functionality of eDOCS DM by adding intelligence to the saving dialogue so that metadata such as project, matter, or document type that previously had to be manually entered can now be automatically generated. By automatically using metadata from previously saved emails, Email Filing Assistant allows your organization to reduce both time and effort spent on message and attachment profiling, while simultaneously facilitating consistent profiling into the DM library.