Document organization system for comprehensive information management

Critical files get buried in folder mazes whilst teams create duplicate structures, turning SharePoint into a dumping ground.

Ideagen Mail Manager transforms your document organisation system into organised workspaces where information finds the right people through smart classification and routing. No more hunting, just clarity. 

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Overview

Intelligent document organisation

Ideagen brings contextual organisation directly into Microsoft 365, adapting to your structure whilst transforming chaotic repositories into searchable knowledge hubs. Move from reactive hunting to proactive workflows that actually work. 

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Challenge & Solution

Users lose sight of boundaries within Microsoft 365 systems

Marketing creates folders, sales duplicates them and legal adds more until boundaries blur completely.

Ideagen Mail Manager's document organisation categorises content using consistent tagging and metadata. The system recognises context, relationships and ownership—establishing clear architecture across SharePoint, OneDrive and Teams whilst enabling collaboration. File structure that makes sense and scales. 

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Challenge & Solution

Unclear where to save specific types of content

Teams waste hours debating whether documents belong in SharePoint, Teams or OneDrive.

Ideagen Mail Manager provides clear guidance through metadata prompts and contextual classification. Contracts flow to legal, deliverables land in teams and compliance documents route to governance libraries. This contextual guidance eliminates guesswork and reduces silos significantly. 

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Challenge & Solution

Degradation of Microsoft 365 usability over time

What starts organised becomes chaos within years as SharePoint sites become cluttered graveyards. 

Ideagen Mail Manager maintains architecture through proper version control and structured organisation. The solution identifies outdated content and consolidates duplicates whilst maintaining consistent metadata. Microsoft 365 stays fast, clean and strategic. 

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Request a demo today

Additional reading

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