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Email Management for the Service Industry

Many businesses find that the majority of their customer communications are stored in email messages and attachments. Unless email communications are 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 incontrovertible evidence is critical.

With DocFinity, your email communications are fully accessible and searchable for those to whom you give access. This helps with records management and fosters compliance with regulations. Integration with BPM/Workflow lets your emails drive actionable items forward and helps you to be more efficient.

DocFinity email importer helps you to:

• Index emails and email attachments automatically with data fields of your choice.
• Search for and retrieve pertinent data from emails whenever it is needed.
• Link actionable items stored in emails to automated BPM/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 info@docfinity.com.