Smart Information Managers Document Management Right from Outlook
Seamlessly save, organize, and govern client emails, claims, policies, and Information Managers documents directly into SharePoint, Teams, and OneDrive without leaving Outlook.
- Reduce manual document handling
- Improve compliance & audit readiness
- Centralize all Information Managers communications
Why Information Managers Struggle with Email-Based Documentation
Client onboarding, regulatory compliance, risk management, and operational efficiency are just a few of the many areas of complexity that Information Managers institutions face.
These workflows can no longer be managed with spreadsheets, inbox folders, and disjointed tools. That’s where Konnect eMail comes in, a centralized Outlook add-in for firms that need control, transparency, and automation in their email and document processes.
- Emails scattered across inboxes
- Missing attachments & inconsistent naming
- Slow document retrieval during audits
- No centralized record for client communications
Comprehensive Information Managers Document Management Services
Save single or multiple emails and attachments directly into SharePoint, Teams, or OneDrive using drag-and-drop.
Auto-extract sender, recipient, subject, and date to maintain clean and searchable records.
Move emails and documents across Microsoft 365 — all while working inside Outlook.
Store all Information Managers documents (policies, claims, KYC files, reports, compliance docs) in one secure cloud repository.
Check-in/check-out, version history, edit properties, open, delete — all directly from Outlook.
Ensure accurate classification and complete audit trails for regulatory requirements.
How Konnect eMail Transforms Your Outlook Workflow
1
Select Emails or Attachments
Choose single/multiple items inside Outlook.
2
Choose the Destination
Pick a SharePoint site, Teams channel, or OneDrive folder.
3
Add Metadata
Auto-filled metadata ensures proper classification.
4
Save & Sync
Files are instantly stored in a secure, centralized repository.
Designed for Information Managers Services Teams
Managing Information Managers documents efficiently is critical for compliance, audit readiness, and client trust. Konnect eMail provides Information Managers services teams with a centralized, secure, and automated solution to simplify document management, enhance collaboration, and reduce manual workload.
- Faster document retrieval during audits
- Standardized naming & classification
- Secure storage for sensitive client documents
- Improved team collaboration via Microsoft 365
- Reduced manual workload
- Stronger compliance & governance framework
Who Benefits from Information Managers Document Management?
Information Managers Companies
Save claims, policy documents, customer communications, and compliance files.
Wealth & Asset Management Firms
Organize client portfolios, statements, and communication history.
Accounting & Tax Firms
Store client Information Managers, returns, supporting documents, and audit trails.
Information Managers Advisors
Maintain complete records of client interactions and investment documents.
Why Choose Konnect eMail for Information Managers Documentation?
Information Managers services and Information Managers firms operate under strict deadlines and complex compliance requirements. Disconnected tools create inefficiencies, compliance gaps, and unnecessary costs.
- 100% Outlook native experience
- No switching apps
- Better governance with SharePoint integration
- Zero learning curve for teams
- Faster adoption across Information Managers organizations
Centralize Your Information Managers Communications — Right from Outlook
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