eFiler365 · email filing for new and classic Outlook
Emails, filed with the project or client they belong to.
eFiler365 files Outlook email straight into the project and client folders your team already uses, on SharePoint, Autodesk Forma (formerly Autodesk Docs), Egnyte, Google Drive or your own servers.
No set-up fee · No storage charges · Works with your existing folders
File this emailWorks innew OutlookClassic OutlookOutlook on the webMaciPhone and Android
In under a minute
See why teams file their email with eFiler.
A short animated introduction to how eFiler keeps every email with the project or client it belongs to, and how your whole team can find it again.
01 — The problem
If your business runs on email, these will sound familiar.
Important email ends up scattered across mailboxes, where only one person can see it. Here is how eFiler fixes that, with no migration and no new system to learn.
Some file, some don’t
Everyone manages their mailbox differently, so what gets kept depends on who you ask.
With eFiler: the whole team files the same way, to the same folders, in a couple of clicks.
Shared mailboxes get out of control
Shared mailboxes and public folders start well, then become slow to search and hard to archive. Email gets lost.
With eFiler: email is saved in your normal folders beside the other documents, so a whole project can be archived or recovered in one place.
Email stuck in a colleague’s mailbox
Someone is on holiday or has left, and the email you need is locked away in their mailbox.
With eFiler: filed email is available to everyone with access to the folder, whoever filed it.
Finding email takes too long
When you are under pressure, tracking down one email can take far longer than it should.
With eFiler: search every filed email and find what you need in seconds.
What firms say about eFiler
eFiler has been revolutionary for us, as all feedback received has been positive.
Operations Assistant, firm of 100–499. SourceForge review, April 2026
Best automatic filer for email and excellent support.
Office services firm, Canada
eFiler is much cheaper and works in a better way for our Company’s requirements.
Practice Administrator, firm of 1–25. SourceForge review, August 2026
Ease of use is very good, so most users do not require specific assistance.
Manager, firm of 1–25. SourceForge review, April 2026
I’ve trialled other programmes and this one is by far the best.
Self-employed, construction. GetApp review, January 2025
…the seamless integration with Outlook has been a massive time saver with regards to filing email.
Chartered accountancy firm, Canada
e-Filer is an indispensable bit of software for our Architectural Practice.
Architectural practice
Easily file e-mails with the rest of your project documents!
International affairs, 5,001–10,000 staff. GetApp review, October 2022
We honestly could not ask for a better service.
Studio team
02 — Why eFiler365
One record for every project or client, without a second system.
Email lives beside the drawings, contracts and documents it relates to, and everyone working on it can find it.
One project, one record
Email is saved as a standard file beside the drawings, contracts and models, and inherits the folder’s permissions. No second system, no vendor storage.
Projects, clients or matters
Architects and engineers file by project. Solicitors, accountants and consultants file by client or matter. eFiler files to whichever folders your work is organised around.
Filing that does itself
Rules file by project number or subject code, replies follow their conversation, and attachments save automatically. Autopilot suggests the right folder for the rest.
Found in seconds
Search every filed email from any browser. Results only show what each person is allowed to open.
In the Microsoft store
Add eFiler365 from the Microsoft store inside Outlook, in a few clicks. There are no manifest files to find or upload, and IT can deploy it to everyone from the Microsoft 365 Admin Center.
03 — New Outlook
Ready for the switch to new Outlook.
Microsoft is making new Outlook the default for business users from 2027, and it does not run older desktop add-ins. eFiler365 is a modern web add-in, so it works the same on every client your team uses, today and after the switch.
Already on eFiler Classic? Your folders and filed email carry straight across. See the move to new Outlook →
2027
New Outlook becomes the default for business users
04 — eFiler Classic
On classic Outlook? eFiler Classic is still here.
The add-in many firms have relied on for years keeps running inside classic Outlook on each PC, fully supported. Move to eFiler365 when it suits you, and your folders and filed email come with you.
| eFiler365 | eFiler Classic | |
|---|---|---|
| Outlook | New, classic, web, Mac and mobile | Classic Outlook for Windows |
| Installed | Web add-in from Microsoft 365, plus eFiler Sync | Add-in on each PC |
| Files to | SharePoint, OneDrive, Autodesk Forma (formerly Autodesk Docs), Egnyte, Google Drive, file servers and Windows-synced cloud folders | File servers and Windows-synced cloud folders, plus SharePoint, OneDrive, Google Drive, Dropbox, Box, Autodesk Forma (formerly Autodesk Docs) |
| Cloud storage | Direct API connections, no desktop sync apps | Direct API connections, no desktop sync apps |
| Colleagues see what’s filed | Yes | Yes |
| Best for | Teams moving to new Outlook, or mixed devices | Offices staying on classic Outlook |
05 — Storage
Works with what you already have.
Mixed estate? File to all of them from one pane: direct connections to the big cloud services, and anything else Windows can see.
SharePointand Teams sites
OneDrivepersonal and shared
Autodesk Formaformerly Autodesk Docs
Egnytecloud file server
Google Driveshared drives
File servers and synced foldersanything Windows can see
eFiler365 and eFiler Classic
Direct connections to your cloud storage.
Both eFiler products connect straight to SharePoint, OneDrive, Google Drive and the other cloud services through each provider’s own API. They don’t rely on OneDrive, Dropbox or other desktop sync apps.
- Permissions respected. Email is saved through the provider’s API, so the folder permissions you set there still apply.
- No sync apps required. Nothing extra to install or keep in step on each PC, and no waiting for a local folder to upload.
- Plus anything Windows can see. Using another cloud service? If it syncs to a folder in Windows, eFiler can file to it as well.
06 — Pricing
£8
per user per month, billed annually
eFiler365+, with automatic filing, is £11 per user per month billed annually. Monthly plans available. Prices exclude VAT, minimum 5 users.
Your data stays yours
We never store your email or your search index. eFiler Sync runs inside your own environment: it downloads each message, saves it to your storage and keeps the search index there too.
- No set-up fees, storage charges or migration bills
- Microsoft sign-in and multi-factor authentication
- Role-based admin as standard
Coming soon: a prompt to save sent messages, and a secure AI connector so assistants such as Claude can search your filed email in place.