Emails, as we know them today, are a formal and reliable means of correspondence. We often use them to track project progress and past decision-making. Emails also serve as a written record of communication and are frequently used for regulatory compliance. However, our current use of emails presents challenges, such as the lack of tracking and capabilities to understand the true source behind these emails and the documents shared over emails. Without a good method for standardizing documents, we often end up with duplicated documents every time an email is shared or forwarded. This inefficiency can lead to human error, productivity loss, and noncompliance risks. Through our partnership with M-Files, we offer an advanced Outlook add-on for M-Files as a document management system. With this solution you are able to automate tracking your important documents, ensure that entire email threads are captured as conversations and updates automatically, and eliminate the need to re-upload files. Learn how one of our clients, an Engineering Firm, is utilizing this solution.
CASE STUDY
OVERVIEW: Engineering Firm
APPROACH: Looking for a tool that will assist with managing all the emails, documents, plans and contracts in one place.
BENEFITS:
- Streamlined Document Handling – save attachments like plans, contracts, and documents directly from Outlook into M-Files
- Enhanced Organization and Retrieval – Automatically associate email threads with saved attachments, making it easier to track the context and history of documents
- Improved Compliance – Maintain a clear record of communications and document versions for regulatory compliance
RESULTS:
- Eliminate duplication and ensure that everyone is working with the latest version of a document
- Quick access to all related files and correspondence in one place, improving efficiency
- Ensure all documents and correspondence are properly archived and accessible for audits
HOW: Contact CP Digital Office Solutions.
Learn how your organization can benefit from using Outlook add-on
for M-Files! Check out this short video!