DATA SHEETOpenText Email Filing, eDOCS Edition
Simplify organizing emails by client, matter or project using
Microsoft Outlook folders
Leverage businessinformation storedin email througheffective management
and collaboration
Minimize IT burdenwith intuitive,
integrated email
content management
Protect email andattachments frominsider threats
Improve complianceby maintaining
email records anddefensible information
governance

Email communication in the Legal industry is increasing in volume, often with upwardsof thousands or, even the previously unthinkable, millions of emails per client, projector legal matter. Knowledge workers, including lawyers, are spending more timeeach day on administrative tasks required for effective and compliant email filing.
Just looking for relevant information, such as email content, along with attachments
containing sensitive or confidential information, can result in lost hours every day.

Maximize productivity by finding email and related
content quickly
Manually organizing related emails that often govern business content can be
overwhelming and drain productivity for skilled subject-matter experts, including
attorneys, case experts and legal support professionals. This often makes it difficultto quickly find information needed for an urgent communication. However, bulk
and individual email filing and storage are possible through the power of smart
automation for email filing and administrative processes, giving legal staff time formore valuable, strategic activities.
OpenText™ Email Filing, eDOCS Edition, an add-on within the OpenText™ eDOCS
platform, helps legal professionals and their IT teams gain control of email overload
and solve resulting content chaos problems. User-friendly tools, such as singleclick filing, builds a list of metadata for previously filed emails, and automatedadministrative tasks reduce time spent searching for information. Legal professionals
can file email by client and matter within existing eDOCS libraries and see a holistic
view of an entire matter in one accessible location.

List of associated OpenText
products the component
works with:
List of associated OpenText• OpenText™ eDOCS
products the component• OpenText™ eDOCS Defense
works with:• OpenText™ Records• ProductManagement
1for eDOCS•• ProductOpenText™
2 Image Crawler
for eDOCS• Product 3
Save time by tailoring the email view to the Microsoft Outlook structureWith the full content of emails and other matter-related documents at hand in one
central location, legal professionals and their teams can make more informed,
faster decisions. Users can now respond in realtime with advice that is informedby the entire matter history, improving matter representation and strengthening
client relationships.
OpenText Email Filing, eDOCS Edition features
Automate
administrative
tasks

Integrate email alongside all relevant client matter in eDOCS
and free valuable time for more strategic efforts and ensure
greater effectiveness.

Leverage quick
filing

Predictive filing suggestions based on the content andcharacteristics of an email enables rapid single-click filing
via right mouse click or the button on the Outlook ribbon.

Example table
headerAnalyze message history and inbound email addresses toautomatically suggest the best place to store email in theeDOCS library.

Bulk filing

Sort large quantities of email quickly and easily in just
one step, without stopping or bogging down Outlook. By
assigning profiling data to specific Outlook folders, all email
moved into the folders is automatically filed in eDOCS withthe assigned profile data of the folder. Emails can also befiled on mobile devices by dragging and dropping them into
monitored folders.

Thread andsubject filing

Ensure that any email associated with an existing thread that has
already been filed is automatically filed to the same location.

At-a-glancemarking

A visual cue differentiates email that has already been stored
within the eDOCS library directly from the Outlook interface.

Operate in realtime Enable quick thread and subject filing processes to operate
on remote devices in realtime without input from the client machine. Exchangeor web-based
Connector retrieves email directly from the Microsoftinterfaces
Exchange server instead of the Outlook client-based machine.
®

Work in a familiar
Microsoftenvironment on
any device

Knowledge workers can focus on skilled work, while Email Filing,eDOCS Edition acts as a virtual administrative assistant that
automatically captures, organizes and classifies email alongside
related content in the eDOCS library with minimal input.

A centralized
document
management
systemStore email in the eDOCS centralized document management
system while simultaneously retaining the Outlook folder
structure without duplicating filing efforts. Emphasize client
service without worrying that content will be lost, misplacedor hard to find when needed.

Lower compliancerisk

By automatically integrating email alongside all relevant client
matter in the legal content management system, users comply
with privacy and corporate governance requirements.

With Email Filing, eDOCS Edition, law firms and corporate legal departments canleverage the value in email, maximize productivity and ensure a more efficientapproach to email governance and security.

OpenText Email Filing, eDOCS Edition

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Learn more
Customer success story »Manage email content chaos:
How to quickly file and findinformation stored in email
White paper »Join the conversation

By adding eDOCS Defense, a document security module, organizations can encrypt
sensitive documents and email at the document library level, ensuring that only
users authorized to access specific documents can view that content, protecting
valuable information on-premises, stored on backup media and in the cloud.
Additionally, Records Management for eDOCS provides a completely secure,feature-rich records management solution from within the eDOCS library. With thecombination of Records Management for eDOCS, eDOCS Defense and Email Filing,eDOCS Edition, lawyers have the tools to protect content assets against risk, suchas litigation, security breaches and disaster recovery, while meeting increasingly
complex regulatory requirements.

Blog »About OpenText

Pillar blog »OpenText, The Information Company, enables organizations to gain insight throughmarket leading information management solutions, on-premises or in the cloud. For
more information about OpenText (NASDAQ: OTEX, TSX: OTEX) visit: opentext.com.

VideosDemo video »Connect with us:

OpenText on-demand webinar »• OpenText CEO Mark Barrenechea’s blog
• Twitter | LinkedIn

opentext.com/contact
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For more information, visit: https://www.opentext.com/about/copyright-information • (28.05.21)18293.EN

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