E-mail Management
E-Mail content today represents the largest volume of content being stored in most organizations. Ineffective e-mail management not only causes technological issues (overloaded Exchange servers, bloated Mailboxes, etc.), but also presents problems from a risk management and records management standpoint. In order to have effective records management, e-mail correspondence related to a particular matter, engagement, or project needs to be stored with the rest of the documents pertaining to that matter, engagement, or project. From a risk management perspective, laying your hands on pertinent e-mail content is crucial in being able to adequately respond to discovery requests.
Matter-centric content management is a core enabling technology in efficient e-mail management, and can be a gateway to greatly reduced overall costs for most organizations. Matter-centric structures can be used to allow users to easily move large or small volumes of e-mail content efficiently from the e-mail system directly into a management solution that automatically applies and respects ongoing metadata, security, records retention, and e-discovery needs.
However, getting that electronic correspondence into the document management system with the rest of the electronic client records can be difficult for many organizations from a process and technology standpoint. Automating e-mail management, as much as possible, is key to getting as much of the e-mail content as possible into the DMS. Our e-mail management products contain the flexibility you need to accommodate the e-mail management processes you establish for your firm.
Click on the product names below to learn how DocAuto products can help manage your environment.
OutiM Predict
OutiM Predict™ is designed to provide users with "zero additional click" predictive filing capabilities for rapid association of e-mail content with specific clients and matters.
This product analyzes a users' e-mail filing patterns and automatically predicts the most likely filing location within the content management system for the e-mail. As a user adds Recipient Addresses to a message or types the Subject line, OutiM Predict dynamically analyzes this information and serves up results on-the-fly for tagging the e-mail.
OutiM Predict integrates with DocAuto's OutiM™ Server product to automatically process e-mails server-side to the correct destination, without human invention.
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OutiM Server
OutiM Server is the fastest, easiest, and most powerful way to automatically import Exchange content into your WorkSite environment, without placing a large burden on your users. This server-side solution supports multiple approaches to e-mail management, and integrates with and extends the functionality of other e-mail management systems.
This comprehensive and flexible product supports Mailbox, Public Folder, and PST processing, and can automatically copy, move, or move and link any kind of Exchange content (messages, notes, tasks, contacts, calendar items, etc.) directly from filtered or non-filtered sources into dynamically-identified WorkSpaces or Folders in WorkSite.
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OutiM Server Folder Manager
OutiM Server Folder Manager creates "pseudo Matter-Centric" filing locations for Exchange users directly in their Outlook mailbox based on their activity in WorkSite. Users can instantly move messages from their Inbox to a filing "destination" folder that automatically "maps" to an associated WorkSite destination WorkSpace or Folder. This makes the filing operation fast and easy.OutiM Server Folder Manager is designed to work with DocAuto's OutiM Server product, but can also work with other e-mail processing methods.
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OutiM Server PST Processor
The DocAuto OutiM™ Server PST Processor is the powerful PST processor of the OutiM™ Server product family. This stand-alone product is solely dedicated to PST processing and is a great addition to OutiM selection of products.
This flexible product supports PST processing, and can automatically copy, move, or move and link any kind of Exchange content (messages, notes, tasks, contacts, calendar items, etc.) directly from one or more PST files into dynamically-identified WorkSpaces or Folders in WorkSite.
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