Hello, and welcome to the introduction to CMap Mail academy course.
My name is Tom and I'll be your AI trainer today!
Lesson Overview
- What email filing is and what problems it can help solve
- What CMap Mail is and how its features and functionalities support effective email management
What Email Filing Is
- Email filing is the process of moving emails from one location to another
- Typically involves moving emails from a personal or shared inbox to a public folder or server
- Enhances traceability of project correspondence by centralising and organising emails
- Provides a complete view of project discussions with access to messages and attachments
- Eliminates information silos by allowing team access to all project-related emails
- Manages high volumes of project emails by centralising them and reducing inbox overload
What CMap Mail Is
- Built specifically to harness Microsoft 365 infrastructure
- Developed for Outlook users and compatible with multiple Outlook versions including mobile
- Utilises Microsoft SharePoint functionalities
- Creates a SharePoint site during project setup for storing filed emails and attachments
- Stores information on a centralised, cloud-based solution
- Leverages Microsoft’s enhanced security capabilities
Key Features and Functionalities
- Search and Discovery feature for finding emails and attachments across projects
- Use single or stacked filters to refine searches
- Label filed emails with standard or custom tags
- Future Filing automatically files email threads once triggered
- Intelligent Filing detects previously filed emails and applies 'Filed by Others' tag
- Integration with CMap PSA for viewing and searching project emails within CMap
- Removes tedious tasks and simplifies email management
Lesson Recap
- Covered what email filing is and why organisations implement it
- Introduced CMap Mail and explored its key features and functionalities
We hope you've found this lesson useful, and will look forward to seeing you again very soon!
Thank you for watching.
Updated