Automated Email Rules Module
Document Locator provides powerful document management capabilities for managing email communications, including email attachements. The standard Desktop Client supports integration with Microsoft Outlook, including File menu integration and an add-in toolbar for saving email to repository folders. Standard functionality also includes drag-and-drop from Outlook to repository folders and handling email attachments together with the host message. As with all documents in the repository, a double-click or Open action will open emails in their native Outlook application.
The optional Automated Email Rules Module extends standard Document Locator email management to include a powerful set of automated rules. Similar to the email-handling rules within Outlook, Automated Email Rules supports the automated capture and storage of incoming and/or outgoing email messages (and attachments) into Document Locator folders. For example, a predefined term in the "Subject" field could be used to trigger extraction of a customer identifier, which would then be used to store email in the appropriate customer folder. Standard business processes for capturing email records can be defined and propagated by administrators, while project managers and individual users create their own rules for increased productivity.
- Integrates with Microsoft Outlook
- Provides automated email capture, processing, storage, routing, and tracking
- Can recognize key words in subject or body and use extracted data to automate actions
- Eliminates the risk of undocumented messages in users' Outlook PST files
- Ensures that attachments and messages are preserved together
- Enforces standard business processes because rules can be defined and enforced by administrators in addition to individual users
- Provides comprehensive full-text indexing and lightning-fast search of emails and attachments
- Supports repository-based full security and auditing
- Supports best practices for email management
- Helps comply with regulations for email management, including Sarbanes-Oxley, Basil II, SEC, HIPAA, and the newest FRCP amendments on legal discovery and disclosure of electronically stored information
