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How do I file emails in Outlook?
August 28, 2014
Author: Andrew Storm
How do I file emails in Outlook?
Standard practice for Outlook users is to create folders and subfolders then drag emails into the relevant folder.
Problems with using Outlook folders to file emails:
- Slow email search from Outlook due to volume of emails
- Emails are not filed together with your other files relating to our client, project…
- Important emails lost or accidently deleted
Solution - Ferret Tools for Outlook
The Ferret Document Management System provides advanced email management that integrates with Outlook and allows you to:
- Find the email you need instantly
- File emails (and attachments) directly to the record (client, job, legal matter )
- Automatically index emails allowing you to search by to, from, date, subject line etc.
- Prompt users to file the email rather than storing in their individual inboxes
Screenshot – How emails are filed directly from Outlook
Screenshot – How emails are filed and auto indexed
Screenshot - View ALL emails, as well as other documents, relating to your record (i.e. client, job) from one screen
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