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. Here is an example of how a Law Firm has benefited from this solution.
CASE STUDY
OVERVIEW: Law Firm
APPROACH: Looking for a solution that will maintain a high level of organization, efficiency, and accuracy in their case management and email communication processes.
BENEFITS:
- Improve Case Management – All case management files and email communications are stored in a single system, making it easier to access and manage case-related information.
- Enhanced Organization – Emails can be directly linked to relevant documents in M-Files, ensuring all related information is kept together.
- Increased Efficiency – Automatic updates prevent the need to manually update files, minimizing errors and saving time.
RESULTS:
- Automated email management reduces the time spent on manual sorting and filing, allowing staff to focus on more critical tasks
- Email thread responses are automatically updated and saved in M-Files, reducing manual effort and improving accuracy.
- Fast access to emails and documents through M-Files improves response times and decision-making processes.
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!