Managing Cases with SharePoint

Attain client satisfaction Be productivity on the go Achieve governance and compliance

Auto-capture email messages and documents from Outlook directly into SharePoint using Using simple Outlook rules to designate specific Outlook folders as ‘drop off folders’ that map to SharePoint folders, information works have the power to decide which emails automatically get captured and saved in SharePoint. By staying within email and making it easy, puts the control in the hands of the information worker, thereby humanizing the process of managing cases.

Upload into the Outlook sidebar
OWA on iOS

Work on the go; capture, classify, and find emails and documents... anytime, anywhere from the Outlook OWA app on smartphones and tablets. Plus, provides full-featured, secure SharePoint and Office 365 access from any mobile device.

Collaborate with colleagues using email messages and documents stored on SharePoint. Realize the following benefits of SharePoint case management from the place you already spend your worktime…email:

  • Eliminate document chaos by having one copy of the truth
  • Maintain accurate version history of emails and documents
  • Prevent data leakage by sharing secured links instead of attachments
  • Satisfy clients by sharing time-dependent emails and documents quickly
  • Reduce litigation risks by finding emails and documents quickly
Version history in Outlook sidebar