Rapidly file emails and attachments
One of the most painful things is to record emails and attachments sent by a client. Its not just saving the emails, its making sure it in a place where every member of the team can see it, access it, and amend the attachments. This is now as simple as 1, 2, 3.
OnePractice eMail™ allows you to file emails against a client with a single click. This powerful tool integrates with Outlook Web App and desktop Outlook to allow you to easily store emails, attachments and more.
Saving emails and attachments to your document management system has never been simpler. OnePractice Mail streamlines and automates the entire process.
When you receive a new email, open the Mail add-in. It is a simple one click process.
Mail identifies the client by looking at your document center. It knows because it’s integrated with your practice management software.
You have the option to add metadata.
Remember. This is useful – Metadata summarizes basic information about data, which can make finding and working with particular instances of data easier.
Then save the email, attachments or both!
You’ll find your email and/or attachments filed away within the appropriate client folder.
Easy to find. Always up to date. Includes the actual email as well as any attachments.
How easy was that?!
Fast & Efficient
Mail is designed to save you and your team time. That is not always the case. Searching for emails in your inbox to fwd onto your peers. Giving access to your inbox for everyone to see, when all they need is to see that particular clients email. Working from home, again, save the email, with the correct metadata and everyone in the office can see it, access it, see the attachments etc. The true meaning of collaborative working.
So how do we do it?
Mail identifies the client automatically by detecting the sender’s email from within your practice management system.
Emails and attached are saved directly into their client folder – no need to navigate through and find a home for them. Mail knows where they need to go.
Attachments can be saved separately with one extra click.
Mail caches your data on launch so it’s always ready to go.
You can continue to work and look at new emails while your email and attachments are saved in the background.