If you're spending a lot of time filing emails, M-Files for Outlook Pro can greatly improve both the efficiency and accuracy of the filing process!
M-Files for Outlook Pro automates the filing of correspondence and other important emails for regulatory compliance and knowledge retention. Automation saves time for knowledge workers and ensures the accuracy of records. The automation rules are easy to configure, and visual indicators show which emails are filed.
Business benefit:
- Effortless Email Organization: Simplify your email management with one-click filing directly from Outlook to M-Files. Apply metadata, save attachments, and automate filing with customizable Outlook folder rules, all within your familiar email interface.
- Enhanced Workflow Efficiency: Instantly identify and access filed emails with visual indicators, ensuring no email is misplaced. Control and customize metadata to suit your needs, streamlining your workflow and saving time across the organization.
- Seamless Integration Across Teams: M-Files for Outlook Pro supports filing from shared or delegated folders, enabling seamless collaboration across teams. This ensures consistent email management and enhances organizational efficiency, no matter how or where your teams work.
M-Files for Outlook Pro
Save with new metadata and show the email in M-Files
Save an email with attachments and show the email in M-Files
Save with recent metadata and search for the correct recent metadata item
Configure folder rules for automatic filing
Professional and financial services use case
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Challenges |
Benefits |
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Firms need to achieve "more for less" so the productivity of their staff is vital. |
Filing automation gives firms more time for their clients, as less time is wasted on manual processes. |
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Without filing automation, knowledge may get lost or stuck with individuals and becomes difficult to share and reuse. |
All client communication via email is accurately retained and associated with the right client, product, service, or advisor supporting regulatory and policy compliance. |
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Manual email filing can make client inquiries challenging if information is unavailable or easily accessible. |
Knowledge buried in email becomes reusable supporting other advisors, teams, or functions.
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Manufacturing, energy & utilities use case
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Challenges |
Benefits |
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Operational efficiency in project, engineering, and asset management is key to driving costs down. |
Streamlining email management which helps manage back-office operational costs. |
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Maintaining full visibility of the whole supply chain and operations.
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Associating emails with the right information (linked to other systems) helps maintain the whole view and prevents the creation of information silos.
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Quality and compliance requirements.
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Better audit trail for business improves quality and compliance requirements. |
Learn more with these additional resources:
- Enablement Document for Customers - M-Files for Outlook Pro.pdf
- Product Guide for M-Files Outlook Integrations.pdf
- M-Files for Outlook Pro FAQ.pdf
- Setting Up M-Files for Outlook Pro.pdf
- M-Files for Outlook | M-Files Catalog
