Document compliance management for comprehensive regulatory solutions

Regulatory requirements intensify whilst documentation gaps multiply.

Ideagen Mail Manager transforms document compliance management from reactive firefighting into proactive governance. Every communication captured, every trail documented through automated filing that works within Microsoft 365.

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Overview

Intelligent document governance platform

Ideagen Mail Manager transforms manual oversight into streamlined governance. Tightly integrated with Microsoft Outlook, SharePoint, OneDrive and Teams, the platform provides immediate compliance capabilities that scale across your organisation.

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Challenge & Solution

Audit failures from missing email documentation creating regulatory exposure

Critical emails can't be located when audits arrive.

Ideagen Mail Manager identifies compliance-relevant communications across Microsoft 365, applying smart categorisation and secure archiving. The platform creates thorough trails spanning email threads, attachments and workflows with real-time visibility.

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Challenge & Solution

Inconsistent email retention policy enforcement across departments

Different departments following different retention rules creates compliance blind spots.

Ideagen Mail Manager applies consistent governance standards organisation-wide whilst adapting to departmental needs. Ongoing monitoring, policy application and stakeholder notifications ensure thorough coverage without administrative burden. Migration tools help incorporate legacy correspondence smoothly.

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Challenge & Solution

Lack of standardised email management creating governance gaps

Manual approaches create inconsistent documentation that undermines compliance.

Ideagen Mail Manager establishes standardised governance through structured classification and detailed metadata capture within Microsoft 365. Reduce compliance overhead through systematic documentation standards. Well-designed workflows transform email management from administrative overhead into strategic advantage.

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Additional reading

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The Microsoft 365 Paradox

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Implementing a document approval workflow with multiple approvers

Discover how a document approval workflow with multiple approvers can transform your business. Learn to automate your document review process, reduce bottlenecks and ensure compliance with an efficient and effective approval system.

From setup to sign-off: managing simultaneous reviews in Veeva Vault

Read our blog to find out how teams can easily collaborate on large documents in Veeva Vault with an integration from Ideagen PleaseReview.

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Conquering document review challenges: How to overcome pain points in document management

Struggling with version control, workflows or compliance? Discover solutions to document management pain points and improve efficiency and collaboration.

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