M-Files for Outlook Pro (New Outlook for Windows)

M-Files for Outlook Pro can be used with New Outlook for Windows and Outlook on the web. M-Files for Outlook Pro automates filing of correspondence and other important emails for regulatory compliance and knowledge retention. Automation saves time from knowledge workers and ensures accuracy of records. The automation rules are easy to configure, and visual indicators show which emails are filed.

Capabilities:

• Effortless Email Organization: Simplify your email management with one-click filing directly from Outlook to M-Files. Apply metadata, save attachments, and automate filing with customizable Outlook folder rules, all within your familiar email interface.
• Enhanced Workflow Efficiency: Instantly identify and access filed emails with visual indicators, ensuring no email is misplaced. Control and customize metadata to suit your needs, streamlining your workflow and saving time across the organization.
• Seamless Integration Across Teams: M-Files for Outlook Pro supports filing from shared folders or from a delegated inbox, enabling seamless collaboration across teams. This ensures consistent email management and enhances organizational efficiency, no matter how or where your teams work.

Business Benefits:

• Customers with another M-Files for Outlook integration: With the help of M-Files for Outlook Pro, customers can now start using the new Outlook without losing their automated email filing capabilities.
• Customers without any M-Files for Outlook integration: Customers who find themselves spending increasing amounts of time filing emails, the M-Files for Outlook Pro offers a significant boost in both efficiency and accuracy of filing.

M-Files for Outlook (Classic Outlook)

M-Files for Outlook is in maintenance mode. This means that no new feature development is done to the add-in, only critical bug fixes.

M-Files for Outlook can be used with Classic Outlook. M-Files for Outlook Add-In brings the advantages of an enterprise level information management system to the familiar look and feel of Outlook. You can enjoy the easy filing of emails and view all the materials from your ongoing projects from the Outlook UI without having to switch systems. Edit documents and see your project emails in their natural context based on what they are instead of what Outlook folder they’ve been stored.

Ensure single source of truth for all content types, including email:

• Effortlessly track important documents: Emails and attachments automatically filed from Outlook
• File correspondence with key stakeholders: Capture entire email threads as conversations
• Find critical information faster: Information stored based on context