M-Files offers several features and diverse benefits for the daily handling of e-mail messages
and for their utilization in customer relationships. For example, you can automate
storing messages in M-Files by utilizing Outlook rules and M-Files features. Extensive
integration with Outlook provides you with, for example, the following features:
- E-mail messages and attachments can be saved to M-Files in various file formats.
- E-mail messages can also be saved automatically with their metadata by means of Outlook rules and M-Files features.
- Contact persons and customers can be automatically associated with e-mail messages.
- The M-Files flag indicates messages that have been saved to M-Files.
- Messages related to a particular message are interlinked in M-Files. Thanks to this, the entire message thread is easily accessible and readable in M-Files.
- The Show in M-Files function allows you to open a stored message in the M-Files user interface.
- When an e-mail message is saved to M-Files in Outlook, the document date will automatically be the same as the e-mail date, no matter when the message is saved to M-Files.