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Synergy Document Management

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Synergy eMailAssist™


Archive Microsoft® Outlook® files in Synergy

Synergy eMailAssist enables automatic or selective archiving of emails and attachments from within Microsoft Outlook to the Synergy Document Management™ module. This increased efficiency reduces staff record-keeping time and keeps critical information from slipping through the cracks. Due to its compatibility with Synergy SmartIndex, saved material is intelligently categorized for retrieval.
 
This solution is available to banks automated by the SilverLake System®, CIF 20/20®, and Core Director platforms.
 

What It Does


  • Automatically archives Outlook items to Synergy Document Management according to preference settings.
  • Enables ad hoc archiving of Outlook items selected by the user.
  • Allows users to configure a wide array of defaults and rules for filing.
  • Provides a status view in Outlook showing the filing status of an email.

What It Does for Me


  • Reduces employee time spent saving and finding records.
  • Reduces loss of critical records.
  • Addresses a common request for proposal questions.
  • Eliminates custom record-keeping performed by Jack Henry’s Professional Services or a third party.
 
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  • Product Briefs
    Synergy eMailAssist™

    Synergy eMailAssist enables automatic or selective archiving of emails and attachments from within Microsoft Outlook to the Synergy Document Management™ module.
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