Outlook Integration in M-Files

We receive a lot of email every day, and a lot of those emails can have important attachments such as proposals, orders, contracts and other important documents. These documents need to be accessible to you and also, other members of your team, which means that keeping a lot of these important documents inside your inbox can make it difficult to get important tasks done.

M-Files integrates seamlessly with Microsoft outlook, easily saving emails and attachments to the vault.

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Outlook Integration in M-Files

The average person sends and receives a hundred and five emails every single day.  A lot of those emails have attachments like proposals orders contracts and other important documents.  Documents that need to be accessible to you your co-workers and your customers.  Keeping those important documents inside outlook doesn’t do anyone any good.  Neither does saving it to your computer and determining which folder to save them to on a cluttered shared server is difficult.  M-Files integrates seamlessly with Microsoft Outlook.  Saving emails and attachments to the vault is as simple as dragging and dropping.  Intelligent M-Files outlook folders categorize the document based on what it is so that order you just received is automatically identified categorized and saved without having to enter a single thing.  It’s M-Files and outlook doing great things together and it’s just one of the ways you can experience the magic of M-Files.

For more information on how to integrate Outlook in M-Files, watch the video below:

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Sean Sandford Mortons - Urban Solutions

During our recent QA Certification and Accreditation process it became very clear that the power of M-Files could provide us with the ability to ensure that all documentation both leaving from and arriving into the office could be controlled in such a way to enable the document retrieval for Quality auditing extremely streamlined and efficient.

Furthermore the control of our QA Documents through M-Files has enabled us to manage and control system documentation in a way that provides users with the necessary access while tracking changes and being able to easily input the relevant details into the appropriate forms, checklists and reports. M-Files has enabled us to better control the system documents needed for audit control, monitoring and storage, improving the way we are able to operate the QA System.

Finally, through the workflow process within M-Files we have been able to assign tasks and function to staff members required by our QA procedures which ensure that the necessary documentation is being undertaken for the ongoing implementation of our QA procedures.

Karen and her team have provided excellent support and worked with us through the whole QA implementation process.

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