See how Ideagen Mail Manager files email into the SharePoint environment you already own, so correspondence is searchable by the team, governed like any other record and still there when you need it.
Email management for Microsoft 365 and SharePoint
Your organization already pays for SharePoint, Teams and OneDrive. Email is usually the one thing that never made it in, so the correspondence holding your decisions, approvals and client history sits in personal mailboxes instead.
Ideagen Mail Manager files email to SharePoint Online in one click from inside Outlook, filed to the project or matter rather than the person. Correspondence becomes searchable by the whole team, governed like any other record and retrievable in seconds, years later.
Trusted by regulated and professional services firms for 20+ years
When you can't find the email, it costs you
Email carries the agreements, the approvals and the version of events that everyone later relies on. When it lives in individual mailboxes, none of that is searchable, governed or safe from a resignation. The cost only becomes visible at the moment someone needs a message and it cannot be produced.
Email filing and search inside your own Microsoft 365
Ideagen Mail Manager connects Outlook, SharePoint, Teams and OneDrive so correspondence is captured where the documents already live. Ideagen does not host or touch the data, and if you stop using the product the filed email stays exactly where it is.
Machine learning suggests the filing location as messages are sent and received, so the record builds without depending on individual discipline. Advanced search then retrieves any filed message in seconds, however old the project and whoever sent it.
Email management built around your projects and matters
Every organization files differently. Ideagen Mail Manager adapts to the structure you already use in SharePoint rather than asking your teams to work somewhere new.
Legal
Client correspondence retained, searchable and evidenced against SRA obligations, filed to the matter rather than the fee earner.
Professional services
Client and engagement correspondence held centrally, so account history survives staff changes and handovers.
Financial services
Client communications retained and retrievable in line with FCA conduct rules, from a controlled repository.
Architecture, engineering and construction
Project correspondence captured across long-running programs, with a complete record available years after handover.
Consultancy
Advice, scope and approvals filed to the client and engagement, so the reasoning behind a decision is never lost.
Logistics
Contract and operational correspondence filed centrally, so disputes and claims can be answered from the record.
Government institutions
Records management and freedom of information obligations supported by a complete, auditable correspondence trail.
Property & commercial real estate
Transaction and tenant correspondence organized by property or deal, accessible to everyone working on it.
Problems our mail management solution solves
The same problems come up wherever email carries the record of what was agreed.
SharePoint document management
SharePoint holds the documents but rarely the email that explains them, because filing a message by hand takes eight to ten clicks. One-click filing from inside Outlook puts correspondence and documents in the same place.
Email governance and audit trail
Records frameworks usually cover documents and stop at email. Filing correspondence to a controlled repository gives regulated firms an auditable trail that supports ISO 9001, GDPR, FCA and SRA obligations.
Enterprise email search
Outlook search covers one mailbox, which is no help when the message you need was sent by a colleague. Filing to the project makes the whole team's correspondence searchable from inside Outlook.
Email continuity when staff leave
When someone leaves, their inbox goes with them and years of client history becomes inaccessible. Filing to the project rather than the person keeps the correspondence with the business.
Microsoft 365 email ROI
The licenses are paid for but email never reaches SharePoint, so the investment delivers less than it should. Filing correspondence out of mailboxes reduces storage while making the same email more useful.
Email dispute readiness
When a dispute reaches legal action, the correspondence that settles it is the hardest to find. A complete filed record can be produced on demand rather than reconstructed under pressure.
Trusted across the world for 20+ years
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It’s a great solution. Emails are so prevalent in modern business, so being able to have a digital copy captured in a way that’s searchable and intuitive is a big step in the right direction.
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Because of the nature of work I do, I must have every email from the last 10 years at hand. We’ve always been taught and trained that the risk is too big not to have that information.
Filing outside SharePoint?
If your team files project email to a file server, network drive, ProjectWise or Procore rather than SharePoint Online, Ideagen Mail Manager handles those destinations directly. See how it fits your setup.
See your email transformed
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