eFiler

eFiler is an email filing solution designed to assist Outlook users in efficiently filing and locating their emails. According to the vendor, it offers a range of features aimed at streamlining email management and enhancing productivity. The product is said to be suitable for businesses of all sizes, from small enterprises to large corporations. It is utilized by various professions and industries, including legal professionals and law firms, project managers and project-based industries, quality management teams, IT departments, and service delivery teams.

Key Features

File & Find Emails Fast: eFiler offers an email filing solution for Outlook users that is claimed to be quick and reliable. According to the vendor, the product can be set up swiftly without the need for complex IT infrastructure. Predictive email filing is said to simplify the process of saving sent or received email messages, while the indexed email search feature is designed to facilitate quick email retrieval. The vendor suggests that eFiler is particularly beneficial for businesses that heavily rely on email correspondence, providing instant search results and intuitive filing capabilities.

Forget Shared Mailboxes and Public Folders: eFiler allows users to file emails alongside other client or project documents, eliminating the necessity for shared mailboxes or public folders. The vendor states that this feature ensures easy accessibility of emails for the entire team, preventing situations where important project-related emails are inaccessible due to a colleague's absence.

File & Find Emails Directly from Outlook: With eFiler, users can conveniently file emails directly from Outlook. According to the vendor, the product offers autopilot filing suggestions that accurately predict suitable filing locations, thereby saving time and reducing the likelihood of misfiling. The drag and drop email filing feature is also claimed to enhance the user experience, enabling seamless organization of emails alongside other data.

Fast Indexed Email Search: eFiler provides a powerful search tool that indexes and displays emails in selected folders. Users have the ability to customize the search view by adding columns to show filing references, relevance scoring, sent date, sender, recipients, attachments, and file paths. The combination of keyword search and filters is designed to allow for the intuitive construction of complex search queries, enabling users to find emails quickly and easily. The search results can be sorted and filtered based on various criteria, and users can open, reply to, forward, or share selected emails directly from the search results.

eRules for Automated Email Filing: eFiler's eRules feature extends the capabilities of Outlook Rules, enabling users to automate routine email filing based on rule criteria. According to the vendor, users can define rules to file incoming and outgoing emails into network file system or cloud storage folders by matching text in the subject line, message body, or the names/email addresses of senders and recipients. This feature is intended to streamline email organization and reduce the manual effort required for filing legacy emails.

Cloud Sync for Email Filing on the Go: eFiler offers Cloud Sync and Drop Panel features that allow users to file emails by drag and drop in Outlook and from various devices and platforms. According to the vendor, users can easily file emails to cloud storage services such as Box, BIM360, Dropbox, Google Drive, OneDrive, SharePoint, and DriveHQ via WebDAV, without the need for additional sync software. This feature is claimed to ensure that users can file and access their emails anytime, anywhere, even when they are away from the office.