Eliminate Information Chaos With Microsoft Outlook Integration
Elevate your inbox: Edit and manage documents directly in Microsoft Outlook. Search, view, edit, classify, and control your email data.
Manage Access Automatically
As part of M-Files' comprehensive Microsoft Integration package, the Microsoft Outlook Add-in helps knowledge workers work smarter with powerful email search, ease of use, superior content control, seamless access control, and secure permissions protocols. Users can find all M-Files enterprise information within the familiar Microsoft 365 interface and save time with automated filing of all Microsoft Outlook emails and attachment search.
M-Files Standard Microsoft Outlook Add-in
Pre-packaged in M-Files, the Standard Microsoft Outlook Add-in is designed to automatically migrate emails and attachments into M-Files. Knowledge workers can find the right email-based information instantly—in the right context, with the right permissions, and in the proper workflow.
M-Files for Outlook Pro
Knowledge workers no longer have to switch between applications creating improved productivity, reduced worker frustration, and stronger internal and external collaboration. M-Files for Outlook Pro brings the power of M-Files directly into the familiar Microsoft Outlook user interface.
Standard Outlook Add-in
Don’t leave key information in the “deal with later” folder.
Save
Save emails to M-Files by simply dragging and dropping either the whole email or attached files to M-Files folders directly within the Outlook interface.
Detect Duplicates
To eliminate saving the same information multiple times, the standard integration can detect whether an email has already been saved into M-Files and warn the user.
Automate Tagging
M-Files can automatically detect customers and contact people from the email headers to make filing quick and easy for anyone.
M-Files for Outlook Pro
Don’t leave key information in the “deal with later” folder.
File
With the M-Files for Outlook Pro, your teams can intelligently save emails in seconds. Quick file documents and attachments with recently used metadata. Automate filing with customizable Outlook folder rules to remove manual labor and tagging errors.
Browse
M-Files becomes your centralized location for all your emails helping you find key information faster by storing them based on their context. Additionally, we provide a seamless way to file correspondence from key stakeholders by capturing entire email threads as conversation in M-Files.
Drive
With a 360-degree view of your day-to-day documents and content directly from your Outlook, you can make faster and better-informed decisions without constantly changing applications.