Intapp Email Filing
Information management for emails and attachments
Give users the tools they need to effectively file emails and access content within Microsoft Outlook.
Intapp Email Filing turns time-consuming administrative and compliance tasks into an intuitive, effective, and productivity-generating advantage, helping ensure important information remains accessible across the firm. It works the way users expect: Predictive filing and high-performance searches streamline electronic filing and help users navigate and search for relevant content — all within the familiar Microsoft Outlook interface. Using Intapp Email Filing, professionals can redirect the time and energy previously spent on inefficient filing processes toward serving clients.
Encourage user adoption
Intapp Email Filing requires minimal training, boosting adoption. Users continue working in Microsoft Outlook — the way they always have — to connect with a range of repositories.
Intapp Email Filing accelerates email categorization and accurate filing so users no longer have to waste time tracking down misfiled or mislaid content. Intapp Email Filing also helps users file and access content within Microsoft Teams, using an Intapp Workspaces add-on.
Connect with systems of record and bolster compliance
Intapp Email Filing helps users file, store, and share content on Microsoft SharePoint — in the cloud or on-premises — as well as Windows Explorer, M-Files, Microfocus Content Manager, OpenText eDocs, Box, iManage Work, Meridio, HiqhQ, and other file sharing systems. Intapp Email Filing also helps your firm control information access and ensure users stay up to date with important company information.
Enhance ROI and efficiency
As users store and access content, Intapp Email Filing consolidates multiple email clients and file management systems into single source of truth, helping users spend less time searching for information and simplifying IT maintenance tasks.
Microsoft Outlook–centric collaboration
Professionals adapt quickly to a Microsoft Outlook–centric interface that automatically connects with information in Microsoft 365 or your firm’s existing file management system.
Effortless email management
Users can easily file emails and attachments, attach and send files or links from any supported repository, and capture outgoing emails via a simple drag-and-drop interface.
Intapp Email Filing suggests filing locations based on email or attachment contents, helping users quickly file incoming information, track outgoing documents, detect duplicates, and streamline information management tasks.
Users can preview enterprisewide search results — including email content and files in connected back-end systems — within the familiar Microsoft Outlook interface.
Intapp Email Filing streamlines email and attachments filing for users on the go via a mobile interface for Microsoft Outlook mobile clients — and others that support Microsoft Exchange add-ins. Users can also easily search for documents and emails from anywhere, remotely and offline.