eDOCS with and without eMail Filing

Aiimi LimitedeDOCS DM – What is eMail Filing?

Objective

Identify and highlight the key differences between eDocs DM with and without the eMail Filing software.

With eMail Filing - Email Marker

Email Marker displays the metadata for each email that has been saved to DM. This could be the client and matter or

department and project for instance.

All users see this even if they did not originally save the email i.e. they

were a CC recipient.

With eMail Filing - Email Monitor

Inbox folders can be monitored and the contents replicated to the eDOCS DM

system, so even on holiday or out of office, emails will get saved in the correct folder in

DM.

With eMail Filing - eMail Filing Assistant

Email Filing Assistant suggests emails that are related e.g. in the same

conversation, and then automatically populates the profile form for you with the same metadata when you select the

item.

With eMail Filing - eMail Quick File

Quick file shows a list of recent projects allowing you to quickly file from within the email to the

relevant project

With eMail Filing - Thread Filing

Automatically file all replies ‘thread file’ to the same metadata as the original message.

Without eDOCS Email Filing

Save button allows you to save an email from within the email itself by populating a profile

form.

Without eDOCS Email Filing

Drag and drop support for filing emails to a matter / project.

Without eDOCS Email Filing

File and send emails as they go out.