12 / 08 / 2015
Archived sent and received
emails can be automatically tagged with their correct Client Id so that you
have a complete record of all emails relating to that Client. Rules can
be easily created in Mailsafe from a CSV list so that specific action can be
taken based on an email address or just a domain name. Emails satisfying the
rule requirements can then have further metadata applied e.g. Tax Year,
Business Tax or Personal Tax etc that can be used when searching for particular
emails.
Archived emails relating to a specific Client and topic
can be shared with other users in your practice. This eliminates the need for multiple copies
of the same email being sent around your practice, or as sometimes happens they
are forgotten to be sent. One single
instance copy of each archived email that is accessible by users who are
allowed access keeps everyone informed and up to date.
Email archiving compliance is also important in your
practice because as you are probably aware emails can be
deleted or amended without trace. You
need to have the complete and full picture regarding emails if there is a
dispute or argument, and you can only get this with automatic email
compliance. You can be confident of your
decisions when you have the ‘complete picture and time-frame of events.
For more information visit http://www.mailsafe.co.uk/email-tagging-sharing