Getting information from Outlook Email into your Document/Knowledge Management System

Robert — Thu, 10 Sep 2009 21:35:45 +0000

ok – so you’ve just installed the latest and greatest Document Management System. It has version control, audit, compliance, metadata, advanced searching, commenting, work flow, disposal/retention schedules, permissions, security – basically you have got one with the lot. But what about all that information trapped in email? And all those attachments? This is where a plugin (such as the one found here in the Claromentis product) can really help.

The plugin works like this:

open up email
determine email should be added to the document management system
press the ‘Import to Documents’ button
document management system automatically starts
document management system asks which folder you would like to add the email to
job done!

We find that small applications like this, have a massive impact on useability and take up, especially during the early implementation stages of a project.

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Getting information from Outlook Email into your Document/Knowledge Management System