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.