Ideagen Mail Manager

Digital forms platform for data collection excellence

Ideagen Mail Manager is an advanced Outlook email and Teams message management solution that provides comprehensive filing, search, retrieval, and compliance capabilities for project and client-based organizations.

Supporting over 2,500 businesses and 70,000 users globally, the platform integrates seamlessly with Microsoft Outlook to automate email filing processes and maintain organized communication records. The solution integrates with SharePoint, Procore, Viewpoint, and other enterprise systems and provides powerful filing suggestions and inbox management for enhanced organizational efficiency.

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Additional reading

How AEC firms manage email across 10, 50, or 200 concurrent projects

Mercury Engineering prevented disputes by producing critical emails during early-stage compensation events. Here's how proactive evidence changes outcomes.

How to search project emails across your entire AEC firm in seconds

Mercury Engineering prevented disputes by producing critical emails during early-stage compensation events. Here's how proactive evidence changes outcomes.

How to build a Legal Matter Management SharePoint solution on Microsoft 365

Create a secure, scalable legal matter management system using SharePoint, Microsoft Teams and Microsoft 365.

Why suggested locations changes how teams manage email in New Outlook

Suggested locations files project email to the right place automatically. Here is how it works in New Outlook and why it matters for AEC teams.

Five email risks AEC firms should fix before switching to New Outlook

Suggested locations files project email to the right place automatically. Here is how it works in New Outlook and why it matters for AEC teams.

New Outlook is here: what it means for your project email

Microsoft is moving everyone to New Outlook. Here is what the switch means for project email, the risks for AEC firms and how to protect your record.

How AEC firms use email evidence to prevent disputes before they escalate

Mercury Engineering prevented disputes by producing critical emails during early-stage compensation events. Here's how proactive evidence changes outcomes.

The email trail nobody thinks about until it's gone

Staff turnover is inevitable. Losing project emails because of it is not. Here is what one engineering firm did about it.

Why SharePoint adoption stalls at email and how to fix it

Your team adopted SharePoint for documents. Filing an email there takes 8 to 10 clicks. That is why it never happens.

The email governance gap hiding inside your Microsoft 365 deployment

Your governance framework covers documents, files and records. It probably does not cover the data source where most business decisions actually happen.