Email Management

NetDocuments email management includes built-in options to the core NetDocuments service, as well as advanced add-on functionality for predictive filing. Regardless of the tool you choose, each one is designed to intelligently save, file, and manage email through seamless integrations with Microsoft Outlook and mobile devices.

Through profile tagging or predictive filing directly to Outlook folders, email is securely sent and saved to specific matter, client, or project-centric workspaces and folders in NetDocuments, organizing documents, email, attachments, and other content into a single location.

Key Features of NetDocuments Email Management Solutions

  • Predictive Tagging

    Predictive metadata tagging based on previous client, matter, or project selections

  • Searching

    Email-specific search

  • Recent Email Tracking

    "My Email" list of recently sent or received emails

  • Auto-prompt

    Auto-prompt to file outgoing messages

  • Mobile Access

    Mobile access for filing and viewing on mobile devices or with Outlook Web Access (OWA)

  • Native File Types

    Messages are kept in native .msg files

  • MAPI-compliant

    Integrated MAPI-compliant email system for outgoing emails initiated within NetDocuments

Tagging Within Outlook

File emails with client, matter, or project tagging... even for outgoing messages.

Filing can be done without Outlook folders. The integration displays profiling/metadata fields on the Outlook menu from which a pre-defined list of your clients, matters or projects can be selected. Taking it even further, it will populate the client name, matter, or project based on NetDocuments' algorithms that intelligently remember previous emails to or from a particular sender.

Next Generation Predictive Email Management

Through the acquisition of Decisiv Email from Recommind, NetDocuments now offers a next generation advanced predictive email management solution as an optional add-on service to NetDocuments document management platform.

  • Predictive One Click Filing – NetDocuments predictive email management allows for robust predictive filing based on key criteria such as To, From, Cc, Subject, contents, etc. Predicted locations are visually ranked, indicating probability and enabling filing to the correct location with just one click or enable automatic filing criteria.
  • De-duplication – Ensure that only a single copy of the email is filed regardless of how many people received and attempted to file the message.

  • Folder Mapping – Select folders in Outlook and map to the document management system. Email filed to mapped folders will be sent to NetDocuments, further enhancing the speed and level of knowledge transfer and collaboration.
  • Global filing indicator – Email is visually tagged in Outlook for all internal recipients to see in their own mailboxes, indicating whether or not it has been filed, regardless of who in the firm filed it.