Email to DMS automatically files the right emails — and their attachments and linked files — into the correct case, driven by simple per-user rules based on who it's from, the subject, attachments, and more. New rules start in a review-and-confirm mode before they ever file on their own, and every captured email is marked in Outlook.
Request a DemoEmail is where a huge amount of case correspondence and its attachments arrive — and where they quietly pile up, unfiled. Email to DMS turns your own filing patterns into rules, so the right messages land in the right case without someone dragging them there one at a time.
Automation like this only earns trust if it's careful. That's why new rules begin in review-and-confirm mode: you see what a rule would do before it does it, and only promote it to automatic once you're comfortable. Captured emails are marked in Outlook, so people can see at a glance what's already saved.