The Ability to Tag/Mark critical emails for DMS storage
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Paddy Nugent
We require the ability to be able to easily select/tick/tag emails which we require to be passed to our DMS system automatically at the end of a request (i.e. on Hard Close of work item).
Currently email simply treats all emails the same, and there is no way to differentiate between ones which are of enough significance to warrant longer term storage in our Document Management System. Give there are hundreds of thousands of emails passing through the system it would be hugely beneficial to be able to select which ones are critical to the business. right now we have to store all emails as there is no ability to highlight the key ones.
The ability to mark the email a critical should be possible when reading the email and also when in the process of sending an email.
This data then must be available via Enate APIs for email data so that it can be utilised within automations.
C
Claudine Richardson
Hello Paddy Nugent! I have a few more questions for you:
- What specific criteria or attributes should be used to identify an email as 'critical' for DMS storage?
- How frequently do you anticipate needing to update or change the criteria for marking emails as critical?
- Are there any specific security or compliance requirements for the emails marked as critical when they are transferred to the DMS system?
P
Paddy Nugent
Claudine Richardson
Hi Claudine,
- What specific criteria or attributes should be used to identify an email as 'critical' for DMS storage?
Answer: The request is not to set criteria to automatically identify the emails as critical, the request is to allow users to manually make this decision and to be able to capture this in Enate, similar to file tagging. Ideally it should also be possible to mark emails using an API should we find specific criteria which would allow for automation in the future.
- How frequently do you anticipate needing to update or change the criteria for marking emails as critical?
Answer: As above this isn't criteria set at a system level and instead user updated via the Enate UI. As the user reads and actions emails they make the decision if it needs to be stored in DMS or not.
- Are there any specific security or compliance requirements for the emails marked as critical when they are transferred to the DMS system?
Answer: No - none that I'm aware of