Email Management

Document Locator is our innovative document management system solution with integrated email management capabilities for capturing, managing, sharing, and securing the information that powers critical business operations.

With Document Locator, you have the ability to include email management as part of your records management and information plan. Email management is given the same level of importance as other vital electronic and printed business documents, and it is managed within the same secure and searchable document management system.

Eliminate Email Overload
Document Locator’s effective email management system eliminates email information overload. Important messages can be quickly saved, efficiently organized, and instantly found again later when needed. Email management improves productivity, enhances security, and helps comply with audits and regulatory or compliance requirements.

• Email management software automates message storage, processing, routing, and tracking
• Full-text indexing and instant search and retrieval delivers search results on the content of messages and attachments
• Preserve attachments and messages together
• Full security and auditing
• Optional Web browser access
• Establish email management policies

Email management software in Document Locator helps frame corporate-wide policies and best practices for handling critical email communications within a unified document management system. These polices can support regulatory or compliance programs such as Sarbanes-Oxley, Basil II, SEC, HIPAA, and the new FRCP requirements for email management. Document management tools, when applied in an email management system, provide for:

• Email Access Control: Determine who can view or modify email content
• Email Notifications: Automatically notify others when important messages arrive
• Email Approval: Electronically submit an email for review and approval
• Email Organization: Organize, track, and version messages related to a project, team, contract, or job
• Email Backup: Automate backup and retention in a secure repository

Email Management Software
Document Locator integrates with Microsoft Outlook, the most familiar and commonly used email software. Users can drag and drop messages directly into Document Locator or save messages from the Outlook file menu. Messages are automatically indexed as they enter the document management system, and can be instantly searched and retrieved.

Document Locator's optional Automated Email Rules Module gives you even greater control in managing email communications by providing user-defined rules that let you automatically capture, organize, and profile email messages directory to your document management repository.