Average Ratings 1 Rating
Average Ratings 0 Ratings
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
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