Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Ideagen Mail Manager Enterprise adds email-to-SharePoint capture, document organization and governance to your existing SharePoint infrastructure.
Capabilities:
- Email-to-SharePoint integration: send and save functionality captures communications directly into document libraries with categorization and metadata, without leaving Outlook. Email tracking gives real-time notifications when emails are saved
- Unified document workflows: templates, routing and real-time collaboration inside your existing Microsoft applications, with document creation, review and approval in one place
- Intelligent document organization: contextual classification and metadata prompts, working with your existing structure and organizing documents by content and relationships
- Automated compliance management: built-in governance features track every interaction and control every version, and compliance reports support internal governance and external audits
- Offline synchronization: work offline and sync when reconnected, with version control to prevent conflicts
Ideagen Mail Manager is part of the Ideagen platform.
Description
Streamline, Automate, and Expand Your Business. By integrating accounting practice management systems, you can achieve hassle-free and time-efficient document management through intelligent automation. OnePractice Document Management offers a range of advanced cloud-based tools specifically crafted to enhance your time management and operational efficiency, allowing you to focus more on building client relationships and increasing revenue. The toolkit features: Templates that enable you to design attractive documents and spreadsheets using live data from your practice management software, along with real-time data through an easy-to-use prompt system. Additionally, you can effortlessly save emails and attachments from both Outlook desktop and online to your document center's client folders with just a few clicks. Furthermore, Mail Templates allow for the straightforward creation of emails, complete with options to attach files directly from your document center while incorporating live practice management data and real-time inputs through prompts. This comprehensive solution not only simplifies your processes but also empowers you to better serve your clients and grow your business effectively.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft 365
Yes
Azure Marketplace
Yes
Microsoft Outlook
Yes
Microsoft Power Automate
No
Microsoft SharePoint
Yes
Integrations
Microsoft 365
Yes
Azure Marketplace
No
Microsoft Outlook
No
Microsoft Power Automate
Yes
Microsoft SharePoint
No
Pricing Details
$4.00/month/user
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Ideagen
Founded
1993
Country
United Kingdom
Website
www.ideagen.com/solutions/compliance/sharepoint-document-management
Vendor Details
Company Name
HubOne
Country
Australia
Website
www.hubone.com
Product Features
Email Management
Data Recovery
No
Email Archiving
No
Email Deletion
No
Email Discovery
No
Email Monitoring
No
Email Recall
No
Queue Manager
No
Response Management
No
Routing
No
Shared Inboxes
No
Signature Management
No
Spam Blocker
No
Whitelisting / Blacklisting
No
Integration
Dashboard
No
ETL - Extract / Transform / Load
No
Metadata Management
Yes
Multiple Data Sources
Yes
Web Services
No
Product Features
Document Management
Access Controls
No
Archiving & Retention
No
Collaboration Tools
No
Compliance Tracking
No
Document Archiving
No
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
No
Electronic Signature
No
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No