Email Management

Many businesses find that the majority of their customer communications are stored in emails. Unless the data stored within is accessible to the company and fully searchable, important information related to customers and other parties can be lost. In the event of a lawsuit against the company, the ability to provide complete and unquestionable data is critical, and a solid email management policy won’t cut the cake without the tools that help to fulfill the policy.

With DocFinity, the data stored in your email communications is fully and accessible and searchable for those to whom you give access, helping to ensure that your digital library of communications is complete. Combined with your online forms, digital imaging, and even bar code recognition for high-volume documents, we can help you to provide better, faster service and to comply with regulations and service agreements. Integration with digital workflow lets your emails drive actionable items forward and helps you to be more efficient.

Our email management software helps you to:

• Index emails and email attachments by data fields of your choice;
• Retrieve pertinent data from emails whenever it is needed;
• Link actionable items stored in emails to automated workflow, keeping processes moving;
• Comply with e-Discovery regulations

If you would like to learn more about clients who have added email management to their document management solution to maximize efficiency and ensure compliance, contact us or email us at info@docfinity.com. We will listen to your challenges and find solutions for your unique needs.