Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Save full emails with attached files in one shared folder.
Your marked client or case emails go into the shared archive beside their attachments, with a folder link for the filing owner.
Report file dispositions and locations after each duplicate review.
Your duplicate file report lands in your inbox with copy locations and decisions, so you can spot anything that needs your review.
Archive attachments from flagged correspondence and flag gaps.
Your flagged email attachments go to the archive folders you set up, with original filenames and a report of files needing attention.
Archive old email attachments with their original filenames.
Your team gets older email attachments in a shared archive, plus a clear count, file locations, and any files that could not be recovered.