• M-Files for Outlook Pro

Boost Your Email Management Efficiency and Accuracy

M-Files for Outlook Pro transforms the way you handle emails by automating the filing process, ensuring that important correspondence is always stored accurately and efficiently. Whether it's for regulatory compliance or knowledge retention, M-Files for Outlook Pro eliminates manual work, reduces errors, and gives you back valuable time. The automation rules are easy to configure, and visual indicators show which emails are filed.

On This Page
Business Benefits
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      1. 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 and reply-filling, all within your familiar email interface.
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      2. 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.
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      3. 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.

How Does It 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

View the email in M-Files

Professional & Financial Services Use Case
Challenges Benefits
  • 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.
  • 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.
  • 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.
Manufacturing, Energy & Utilities Use Case
Challenges Benefits
  • Operational efficiency in project, engineering, and asset management is key to driving costs down.
  • Streamlining email management which helps manage back-office operational costs.
  • Maintaining full visibility of the whole supply chain and operations.
  • Associating emails with the right information (linked to other systems) helps maintain the whole view and prevents the creation of information silos.
  • Quality and compliance requirements.
  • Better audit trail for business improves quality and compliance requirements.
On-Demand Webinar | M-Files for Outlook Pro: Boost the efficiency & accuracy of your filing process.

Are you spending too much time filing emails? Join our webinar to discover how M-Files for Outlook Pro can transform your email management!

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.

Additional Resources

Learn more about the new M-Files for Outlook Pro and how to use it:

M-Files
M-Files Support


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