Name: eFiler
Author: Irradiant

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Academic Advising

Attendance Tracking

Online Learning

Education

Business Intelligence (BI)

Business Process Management (BPM)

Collaboration

Diagramming

Enhanced 911 (E911)

Meeting Management

Supply Chain Management

VoIP

Workspace Planning

Enterprise

Accounting

Corporate Performance Management (CPM)

Crypto Asset Management

Cryptocurrency Mining

Cryptocurrency Wallets

Digital Banking

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employer of Record (EOR)

HR Management

On-Demand Payment

Payroll

Resume Parsing

Stock Option Plan Administration

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Data Collaboration

Data Masking

Data Pipeline

Endpoint Security

Firewall

Fraud Detection

Hyper-Converged Infrastructure

IT Asset Disposal

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Log Management

Network Performance Monitoring

NoSQL Databases

Password Management System

Remote Desktop

Remote Support

SaaS Backup

Threat Intelligence

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Creative Collaboration

Demand Generation

Digital Experience Platforms (DXP)

Email Marketing

Marketing Automation

Product Management

Social Login

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Email Signature

Project Management

Writing and Proofreading Tools

Professional Services

Customer Relationship Management (CRM)

Sales

Data-Centric Audit Protection (DCAP)

Operational Technology (OT) Security

Security

Construction Management

Legal Billing

Real Estate

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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.

Cirrus Insight integrates Salesforce with Gmail, Google Calendar, and Google Contacts.  Instantly View Contextual Salesforce Information in Your Inbox. Save Emails & Attachments to Salesforce with a Click. Sync Your Google & Salesforce Calendars. Create & Edit Salesforce Records on the Fly. Customize Your Salesforce Workflow in Gmail. Add Google Contacts to Salesforce. Salesforce Tasks Integration. Salesforce Templates Integrated with Gmail.

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eFiler

Email Management

Irradiant

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What is eFiler?