Topaz Filer is designed to be open and can work with any document management or enterprise content management solution. However, we know that Microsoft SharePoint is an understandably popular product and as such we support it natively within the base Topaz Filer package. We beleive the solution offered by Topaz Filer to be one of the best ways on the market of achieving a
SharePoint email filing solution. Implementing allows you to
store emails in SharePoint,
save emails into SharePoint directly from within outlook and
share emails in SharePoint with colleagues.
Once you have defined your
filing model, it’s a snap to configure the connection to the SharePoint store. Simply provide the URL of your SharePoint site and you are away!
Features include:
- Operates from within the familiar Microsoft Outlook environment
- Simple drag-and-drop interface
- Full-text search across the entire email store directly from within Outlook (either your emails or yours and your colleagues)
- No limits on number of attachments or attachment sizes
- Easy to install and configure
- Smooth upgrade path to other document management systems when the time comes – UNIQUE IN THE MARKET
- Top-down approach – drive your list of customers and projects from your CRM or ERP system – UNIQUE IN THE MARKET
- Automatically create SharePoint sites and SharePoint document libraries based on new project inception in your CRM or ERP system – UNIQUE IN THE MARKET
- Support for MOSS and WSS SharePoint variants
In-depth
To file an email, all the user has to do is drag from the Inbox and drop it onto the filing tree:
…and the email automatically appears within SharePoint:
Unlike most other email filing solutions, you can then access everyone’s filed emails directly from within the Topaz Filer environment. Full-text searching is completely supported in this mode allowing you to find emails quickly and easily directly from within the familiar Microsoft Outlook environment. (Read more about this – see “
Browsing and Searching the Email Store”.)
Also unique to Topaz Filer is the ability to automatically create sites within the SharePoint environment based on information from your CRM, ERP or other database. This feature is called store synchronisation – you can find out more about it here.
Need More Information on SharePoint?
Looking to invest in SharePoint but not sure which version to choose? Read our article “How to Choose the Best SharePoint Version for Your Firm”
