records management

Records Management in State & Local Government

Access to information is increasingly recognized as a prerequisite for transparency and government accountability. But records management involves managing huge amounts of email and document in SharePoint for a wide variety of topics like government proceedings, property deeds, construction, and municipal plans, and that is tough.
Find Emails Quickly
Use search, filter by tags, column filters, and more, to easily find emails in SharePoint.
Save on Email Storage
Reduce expensive email storage space by keeping only one copy of each email message. One copy of the truth also reduces email chaos.
Fulfill Email-Related Business Requirements
Retrieve emails for discovery, audit, and compliance needs, easily.

Improve your records management process by dragging and dropping email messages from Outlook directly into SharePoint using Using simple Outlook rules to designate specific Outlook folders as ‘drop off folders’ that map to SharePoint folders, workers 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 information workers, thereby humanizing the Information Governance process.


Categorize your email messages in SharePoint. automatically maps email headers such as ‘To,’ ‘From,’ ‘Subject,’ and ‘Received’ to SharePoint metadata. Plus, using artificial intelligence technology, can automatically add topics extracted from email content as SharePoint metadata.


Search and retrieve email messages, documents, and records from SharePoint (and SharePoint Record Center) for discovery, audits, compliance requirements and records management. When classified correctly and efficiently, producing email messages and documents is a snap. By making the right thing the easy thing, your workers will be compliant with information governance 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 Outlook on smartphones and tablets. Plus, provides full-featured, secure SharePoint and Office 365 access from any mobile device.


Join forces with colleagues using email messages stored on SharePoint. Realize all the benefits of SharePoint document collaboration, now with email messages.

  • Use draft emails to collaborate internally
  • Eliminate email chaos by having only one copy of the truth and improving records management.
  • Maintain a version history of email exchanges​ 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

Empower your employees with innovation

Cutting-edge technology that brings all your Office 365 tools together