Email Manager from eFusion extends the functionality of Microsoft OutLook and Exchange to seamlessly interoperate with a company’s ECM. From within OutLook, the user is empowered to classify emails based on a required set of metadata defined by their company’s ECM. Once this has been done and the email has been sent, the email and its attachments are automatically stored in the ECM by the Email Manager Admin Console. Each subsequent email associated with the original email will be automatically classified (based on the original set of metadata) and stored in the ECM, as well. At any time, the originator of the email thread can easily retrieve all correspondences (from everyone involved) and attachments right from within OutLook.
No other vendors’ product can do this! And this is just the beginning!
| Email Manager Features | Outlook Add-In | Admin Console |
|---|---|---|
| Uses Exchange Properties or API for Conversation Tracking | Yes | |
| Task Pane Features | Yes | |
| Preview Pane Features | Yes | |
| Ribbon Features | Yes | |
| Configured by | Admin/User | Admin Only |
| Set up content Types/Fields | Yes | |
| Set up default Folders | Yes | |
| Smart Search | Yes | |
| Launch ECM Search | Yes | |
| Email classification–Initial send | Yes | |
| Email classification–subsequent sends for entire thread | Automatic | Automatic |
| Assign email/attachment metadata–initial send | Yes | |
| Assign email/attachment metadata–subsequent sends for entire thread | Automatic | Automatic |
| Update email metadata | Yes | Yes |
| Archive file attachments without sending email | Yes | |
| Archive Multiple Emails at once | Yes | Yes |
| Archive emails as MSG/EMl/TIFF or PDF | Yes | Yes |
| Archive attachments in their native format | Yes | Yes |
| Archive OST contents including attachments | Yes | |
| OCR emails being archived before indexing | Yes | |
| Archive complete Mailbox or Selectable Folders while maintaining folder structure | Yes | |
| Supports ECM Dynamic Fields/Lookups/Dropdowns/Key Fields | Yes | Yes |
| Supports Deduplication | Yes | Yes |
| Syncs Data Across Users | Yes | Yes |
| Supports SQL Connectors | Yes | Yes |
| Admin Controls for Attachments/Versioning/Links | Yes | Yes |
| Centralized Deployment and Standardization | Yes | Yes |
| Supports Rules and Policies | Admin/User | Admin Only |
| Connects to Mail Server | Yes | |
| Connects to Mailboxes | Yes | |
| Supports One to Many Rules | Yes | |
| Supports Many to One | Yes | |
| Shared/Public Folders | Yes | |
| Email Clients supported:OutLook/Office365/Gmail/POP3 clients | Yes | Yes |
| Email Servers supported: Microsoft Exchange | Yes | |
| ECMs/CMSes supported | Laserfiche/ECM AX/SharePoint | Laserfiche/ECM AX/SharePoint |
| Priced Per | Desktop | Mailbox |