Average Ratings 1 Rating

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ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Ideagen Mail Manager organizes Outlook email within Microsoft 365 so project communications are filed, findable and compliant without manual effort. Features: - Prompt & Predict filing: learns your filing habits and suggests the right location as emails are sent and received, so the record builds itself - Filing destinations: SharePoint, OneDrive or Ideagen Collaboration Portal - Advanced search: searches subject, body, attachment name and meeting location, with awareness of the relationships between projects, clients and deadlines - Shared project access: files saved to shared folders stay accessible to all project members, and project histories remain accessible to authorized team members - Compliance and audit: every project email is filed into your own systems, so records are in one place when an auditor asks. Compliance reports can be generated from the filed communications - Dispute and risk support: complete correspondence records for contract disputes or claims Ideagen Mail Manager is part of the Ideagen platform, which connects safety, quality, compliance and risk.

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 

Screenshots View All

Screenshots View All

Integrations

Microsoft 365 No 
Microsoft Outlook Yes 
Microsoft Power Automate No 

Integrations

Microsoft 365 Yes 
Microsoft Outlook No 
Microsoft Power Automate Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
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 Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

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.mailmanager.com

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 Yes 
Email Recall No 
Queue Manager No 
Response Management No 
Routing No 
Shared Inboxes Yes 
Signature Management No 
Spam Blocker No 
Whitelisting / Blacklisting 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 

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