Managing Cases with SharePoint
Auto-capture email messages and documents from Outlook directly into SharePoint using harmon.ie. 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, harmon.ie puts the control in the hands of the information worker, thereby humanizing the process of managing cases.
Intelligently classify email and documents messages in SharePoint. harmon.ie automatically prompts you for required metadata, so you can be assured that documents and email are classified accurately and completely. harmon.ie maps email headers such as ‘To,’ ‘From,’ ‘Subject,’ and ‘Received’ to SharePoint metadata, making it effortless to comply with email retention policies. With Collage™ Inside, harmon.ie uses advanced natural language processing to automatically add interesting topics from email and documents as SharePoint metadata.
Find and retrieve email messages, documents, and records from SharePoint (and SharePoint Record Center) for managing case efficiently. Because emails and documents are classified correctly and efficiently, producing email messages and documents is a snap. By making the right thing the easy thing, your workers will be able to fulfill client requirements without the hassle of uploading emails and documents to SharePoint from the browser.
Work on the go; capture, classify, and find emails and documents... anytime, anywhere from the Outlook OWA app on smartphones and tablets. Plus, harmon.ie 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
