Email methods comparison

FileHold offers a few different methods for interacting with email. The functions that are available will depend on which FileHold client you have available. There are four different clients that interact with email: FileHold Desktop Application (FDA), Web Client, FileHold Office Client (FOC), and Outlook add-in. The FDA and FOC clients require a Windows workstation. FOC also requires Microsoft Classic Outlook. FOC is optionally installed during the FDA installation.

 No Classic Outlook3Classic OutlookNew OutlookWeb Outlook
Send document to email from FDA✔✔  
Send document to email from Web Client✔   
Attach file/link to email12✔✔  
Add email to FileHold12 ✔✔✔
Add attachments to FileHold12 ✔✔✔
Drag and drop emails to the FDA ✔  
Watch an Outlook folder ✔1  
Complete a workflow ✔1  
Check-in email ✔1  
Auto-file while adding2 ✔✔✔
Execute extraction rules while adding ✔✔✔
Prevent duplicate email filing2 ✔✔✔
Initiate workflow while adding2 ✔✔✔
Works with Linux and Mac2 ✔✔✔

1 Uses FOC.
2 Uses the Outlook add-in.
3 Email sending must be configured on the FileHold server.

Users can have a uniform email experience when they use the Outlook add-in as it works equally on Classic Outlook, New Outlook, and Web Outlook.

While New Outlook appears to run as a desktop application and as a replacement for Classic Outlook, it lacks or handles differently the decades of enterprise features supported by Classic Outlook. If you are thinking of switching to New Outlook, you should carefully examine your document workflows to make sure what you need is supported.

More information on interacting with email from FileHold is available at the links below.

 

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