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Folderit DMS add-in for Outlook

by Folderit

Seamlessly send and organize emails from Outlook into Folderit DMS.

Elevate your document management experience with the Folderit DMS Outlook add-in, designed to integrate seamlessly with your Microsoft Outlook, both on desktop and web. With a single click, effortlessly send and organize emails directly into Folderit – the world’s most user-friendly Document Management System. Choose the perfect folder within Folderit for each email, ensuring your information is stored securely and organized efficiently.

* Effortless Integration — Directly from Outlook, select emails and their attachments to be stored in Folderit, without disrupting your workflow. It’s the perfect blend of simplicity and power, available across desktop and web Outlook versions.

* Advanced Organization with OCR and Metadata — Leveraging Folderit’s state-of-the-art OCR indexing, each email becomes searchable text. Coupled with our comprehensive metadata capabilities, organizing and finding your emails has never been easier. Attachments and emails are indexed upon arrival, making them instantly retrievable.

* Seamless Workflow Integration — Enhance your business processes by linking emails to related documents, projects, or customer profiles in Folderit. For workflows requiring approval or signatures, related emails are displayed, providing valuable context to decision-makers, ensuring a smooth and informed process.

* Secure Collaboration — Share important emails with authorized colleagues within Folderit’s secure environment. Enhance collaboration while maintaining strict access controls, ensuring sensitive information is protected.

* User-Friendly Experience — Reflecting Folderit’s commitment to user-friendliness, this add-in is intuitive and easy to use. Transform your email management into a hassle-free task, saving time and boosting productivity.

Transform the way you manage emails and documents with the Folderit DMS Outlook add-in. Experience the perfect synergy between your email and document management system, designed for businesses that value efficiency, security, and user-friendly technology.

App capabilities

When this app is used, it
  • Can send data over the Internet
  • This app can access and modify personal information in the active message, such as the body, subject, sender, recipients, and attachment information. It may send this data to a third-party service. Other items in your mailbox can’t be read or modified.

At a glance

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