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Email Management
Email Management stores email in a scalable document management system, which enables firms to make email part of a unified engagement, project, or matter file. Email Management reduces the burden on email servers and transforms email from an isolated knowledge source, visible only to the person to whom it is addressed, into an asset that can be shared across all offices, easily and securely. Email Management also enables compliance and simplifies discovery requests by storing related emails and documents in one central place. Intelligent duplicate detection ensures that only a single copy of an email is filed and profiled.
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Features
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Filing Toolbar – The filing toolbar provides easy access to the entire repository for filing email, managing attachments and applying security
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Suggested Filing – Offers suggested filing locations for unfiled email based on previous filing activity. Suggested locations simplify the filing process down to as little as a single click. The most recent filing locations are also referenced for quick access to previous filing locations
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Inbox Folder Synchronization – Emails filed within inbox folders are automatically filed into a corresponding folder so users can continue to file to their preferred inbox folders from any Exchange client and a copy is automatically routed to the corresponding folder for preservation in the official matter file
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Attachment Management – Select and attach documents from the repository directly to outgoing emails. Inbound attachments can be detached from the source message and filed separately to facilitate document editing and iterative versioning
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Duplicate Prevention – Intelligent duplicate detection ensures that a single copy of the email is filed and profiled, reducing storage requirements and confusion caused by multiple or outdated versions
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Marked as Filed – Icons for filed emails are clearly marked within the mailbox for all recipients along with the filing location information
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Benefits
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Increased Productivity – Business users can file emails in the proper location with a single click or automatically using tags, encouraging adoption with ease of use
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Better Control & Security – A shared WorkSite filing location for project and client information minimizes the need to forward content via email which simplifies management of sensitive information
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Improved Compliance – Consistent filing practices and controlled access to confidential client or project information improve overall compliance to policies and regulations
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Save Time – Reduce time spent on email filing across the entire organization with duplicate prevention and automatic notification when another project member has filed a joint email
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Improve Project Management – Emails stored and searchable in the Email Management system, provides a complete context to past decisions and current status which reduces employee ramp up speed, decreases redundant correspondence and encourages consistency among the project team
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Product Differentiators
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Meaning Based Filing – Advanced search algorithms and the ability to learn based on filing history provide intelligent email filing suggestions based on the context and meaning of email content
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Increased Adoption & Compliance – Business users can maintain their current filing habits from within Outlook, Lotus Notes, the Outlook web client or their preferred mobile device, even while offline, which drives user adoption and compliance with email filing policies
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Complete Email Fidelity – Emails are stored in native format so they can be selected from within the software, brought up in the original email client and then Replied to or Forwarded
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End-to-End Platform – The only information management solution on a single, scalable platform with the ability to seamlessly connect to a full spectrum solutions spanning the entire EDRM
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Unparalleled Information Access – The ability to connect to more than 400 repositories and support more than 1,000 file types across over 100 languages
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Petabyte Scalability – WorkSite has petabyte scalability, allowing WorkSite to grow to meet all business needs
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