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How do I file emails in Outlook?

August 28, 2014

Author: Andrew Storm

How do I file emails in Outlook?

Standard practice for Outlook users is to create folders and subfolders then drag emails into the relevant folder.

Problems with using Outlook folders to file emails:

  • Slow email search from Outlook due to volume of emails
  • Emails are not filed together with your other files relating to our client, project…
  • Important emails lost or accidently deleted

Solution - Ferret Tools for Outlook

The Ferret Document Management System provides advanced email management that integrates with Outlook and allows you to:

  • Find the email you need instantly
  • File emails (and attachments) directly to the record (client, job, legal matter )
  • Automatically index emails allowing you to search by to, from, date, subject line etc.
  • Prompt users to file the email rather than storing in their individual inboxes

Screenshot – How emails are filed directly from Outlook

How emails are filed directly from Outlook

Screenshot – How emails are filed and auto indexed

How emails are filed and auto indexed

Screenshot - View ALL emails, as well as other documents, relating to your record (i.e. client, job) from one screen

View ALL emails, as well as other documents Make enquiry ▸