Features

eFiler is the ideal business tool to manage emails in Outlook and has been designed to make life easier.

Save messages as regular files in .msg or .eml file format alongside client or project data. Save time finding emails in seconds and secure your email knowledge.


eFiler’s filing features:

  • File as many emails as you like in one go. File to one or more filing locations.
  • File into local, network & Cloud filing locations
  • Customise the saved email filenames to suit your requirements
  • Autopilot – accurate filing suggestions saving time
  • Suggested filing locations based on previous filing habits
  • Save attachments from one or more emails at a time
  • Drag and drop email filing for ease of use
  • Add your own optional reference to the filename for QA compliance
  • Send a link by email to messages as they are filed
  • Quick filter to access any filing locations
  • Tag locations with custom labels
  • Context menus for ease of use
  • Confirmation of action taken on filing
  • Effective de-duplication
  • Cloud Sync email filing from iPhone, Android, Gmail, OWA via IMAP

eFiler’s search features:

  • Fast indexed search direct from Outlook
  • Intuitive user interface
  • Search filed emails or Outlook mailboxes
  • Search across multiple filing locations at once
  • Search, open and use emails without leaving Outlook
  • Sort results by subject, date, sender, recipient, attachments, folder paths
  • Filter results by subject, body, date, sender, recipients, conversation, attachments
  • Multi colour preview highlighting to make it easy to find the email you’re looking for
  • Context menus for quick navigation
  • Send links to emails or forward emails as attachments straight from the search results
  • Quickly extract attachments from search results
  • Export search results to CSV report

eFiler’s eRules feature:

  • File sent and received emails based on rule criteria
  • File emails in realtime or using Outlook Run Rules Now for legacy filing
  • Set eRule criteria to match text in subject, body, sender, recipients
  • Up to about 150 eRules supported
  • Extends Outlook Rules for flexibility and power
  • Deploy eRules silently to all users using Policy Manager

eFiler’s Autosave feature:

  • File a copy of every email saved or every email received into a folder
  • Ideal as quick and easy offsite backup for security and disaster recovery

eFiler’s Administrative features:

  • Easily deploy consistent configurations to all users within your Organisation

eFiler Policy manager allows network administrators to set and deploy common policies effortlessly.

eFiler Location scanner allows network administrators and users to find folders containing emails or folders with specific names and add them to eFiler Location Manager in one easy batch process.

Put eFiler to the test – download a free 14 day trial – or why not contact us to discuss eFiler in greater detail?