Outlook Add-in

The easy way for emailed information to become part of your organisation’s official record.

Get valuable data out of Outlook and into
your organisation

How much vital information languishes in individuals’ email accounts because
saving it centrally is a hassle? Or because searching for it is too hard? Our add-in
takes the friction out of the process.

Save from within Outlook

Received and sent emails, and their attachments, can be saved directly into FileSmart from Outlook.

Access for other teams

Saving emails centrally means less reliance on individuals and fewer issues when people change roles.

Comply with regulations

Centralised storage of important emails makes it easier to complete audits and reviews.

Saved, searchable, structured information – without leaving Outlook

Customer service, claims, case management and support teams need to make important emails accessible to colleagues. Our add-in helps them do it without wasting time and effort.

Intuitive user
experience

No need for teams to learn a new system:

Users choose the correct saving location from a panel within Outlook
Emails and attachments can be dragged and dropped into FileSmart
The process is quick and simple, making it more likely emails will get saved

Easy to
search

Emails and their attachments become searchable, just like other files:

Stored with other documents against the relevant case, customer or record
Captured with the appropriate metadata and structured details
Supports better, quicker decision-making across the organisation

A fuller
history

Saving emails centrally creates a richer picture for better, quicker decisions:

Teams don’t waste time hunting down stray correspondence or attachments
Everything is saved in one place, so people have all information at their fingertips
Both sent and received emails can be saved, to show both sides of interactions

What we can include in the service

Sentence introducing the full feature set the bolt on has to offer.

File from within Outlook

Save emails and attachments directly into your FileSmart document management system from Microsoft Outlook.

Intuitive user experience

Drag and drop emails and attachments onto a dedicated FileSmart panel.

Clear filing structure

File emails against the appropriate matter, case, customer, or record within FileSmart.

Metadata tagging

Filed emails are tagged with relevant metadata and FileSmart profile information to make them easy to search for.

Easier audits and reviews

Emails saved to FileSmart are easier to search and locate for audits, reviews and complying with data regulations.

Time-savings

The add-in makes it easy for people to comply with your filing policies, without wasting time switching between systems.

Why choose FileSmart?

Information, joined up

FileSmart is delivered by OASIS, the information management experts. We’ll keep data flowing across your organisation so nothing falls through  the cracks.