AI-Agents for Document Controllers in Records Management working with Microsoft Outlook
Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
Store the original email beside each named attachment.
Your marked client or case emails go into the shared archive beside their attachments, with a folder link for the filing owner.
6 toolsReport duplicate project file decisions and highlight uncertain records.
Your duplicate file report lands in your inbox with copy locations and decisions, so you can spot anything that needs your review.
24 toolsPlace flagged project attachments in the right folder and flag conflicts.
Your flagged email attachments go to the archive folders you set up, with original filenames and a report of files needing attention.
5 toolsRecover emailed project files without overwriting existing copies.
Your team gets older email attachments in a shared archive, plus a clear count, file locations, and any files that could not be recovered.
5 tools
