Microsoft Office Integration
Microsoft Office Integration
Utilizing ECM+ Features Through Microsoft Office Products The ECM+ system integrates seamlessly with Microsoft Office tools, allowing users to edit documents directly within the applications. Microsoft Outlook integration enables saving emails and attachments to ECM+, attaching stored documents to new emails, uploading Excel sheets, and locating saved emails. The system ensures full version control and maintains a complete audit trail for all stored documents.
Key ECM+ Add-Ins for Microsoft Office: ECM+ Microsoft Teams Add-In ECM+ Microsoft Outlook Add-In ECM+ Microsoft Word Add-In ECM+ Microsoft Excel Add-In ECM+ Microsoft PowerPoint Add-In
Key Benefits
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Managed Filing
Increase compliance and boost productivity with automatic email filing. Managed Filing is a powerful automation add-on that can further increase your business' productivity and compliance by making email management even more hands-off.
Auto Numbering
Auto Numbering extends ECM+ - DMS to provide complete control over document numbering and display document reference and version information in application title.
Enhanced Versioning
Enhanced Versioning extends ECM+ DMS to provide control over document numbering and versioning that users are familiar with in traditional DM systems.
Features
User-Friendly Experience
Reflecting ECM+'s commitment to user-friendliness, this add-in is intuitive and easy to use. Transform your email, documents, worksheets, and meetings management into a hassle-free task, saving time and boosting productivity.
Effortless Integration
Directly from Outlook, select emails and their attachments to be stored in ECM+, without disrupting your workflow. It's the perfect blend of simplicity and power, available across desktop and web Outlook versions.
Advanced Organization with OCR and Metadata
Leveraging ECM+'s state-of-the-art OCR indexing, each email becomes searchable text. Coupled with our comprehensive metadata capabilities, organizing and finding your emails has never been easier. Attachments and emails are indexed upon arrival, making them instantly retrievable.
Seamless Workflow Integration
Enhance your business processes by linking emails to related documents, projects, or customer profiles in ECM+. For workflows requiring approval or signatures, related emails are displayed, providing valuable context to decision-makers, ensuring a smooth and informed process.
Secure Collaboration
Share important emails with authorized colleagues within ECM+'s secure environment. Enhance collaboration while maintaining strict access controls, ensuring sensitive information is protected.