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Management of email messages has consistently been a difficult task. Ensuring emails and attachments to and from clients are saved and filed appropriately has commonly been the Achilles heel of many document management platforms.

 

HubOne solves this with Mail, a certified add-in to Microsoft Outlook which enables the rapid configuration, catalog and filing of emails directly to your document center. It also allows the user to assign metadata to the email before it is filed, and file in the root or subfolders beneath a client’s directory in SharePoint.

 

The following sections detail how to use Mail:

 

•Getting Started

•The Controls

•Using Mail

•Saving Emails to Client Folders

•Saving to Subfolders

•Saving Attachments

•Add Sender as a Contact

•Renaming Attachmentments

•Renaming an Email File

•Categorising Emails in Outlook

•Metadata and Mail

•Refreshing Client and Job Lists Automatically