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
The Microsoft Outlook folder system wasn’t designed for document management and can't provide an integrated view to all your content—data is siloed, hard to find, and inaccessible to those who need it. 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 Advanced Outlook Add-in
The Advanced Microsoft Outlook Add-in brings the power of M-Files directly into the familiar Microsoft Outlook user interface. Knowledge workers no longer have to switch between applications creating improved productivity, reduced worker frustration, and stronger internal and external collaboration.
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.
Advanced Outlook Add-in
Don’t disrupt routines that already work
File
With the Advanced Outlook Add-in you can intelligently save your emails in seconds. Quick file documents or attachments with intelligent metadata suggestions 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.
Ready to Level Up Your Inbox?
Discover how the power of knowledge work automation can transform your Microsoft Outlook experience.