Rapidly file emails and attachments
One of the most painful things is to record emails and attachments sent by a client. OnePractice Mail™ allows you to file emails against a client with a single click. This powerful tool integrates with Outlook Web App and desktop Outlook to allow you to easily store emails, attachments and more.
Saving emails and attachments to your document management system has never been simpler. OnePractice Mail streamlines and automates the entire process.
When you receive a new email, open the Mail add-in.
Mail identifies the client by looking at your document center. It knows because it's integrated with your practice management software.
You have the option to add metadata.
Then save the email, attachments or both!
You'll find your email and/or attachments filed away within the appropriate client folder.
How easy was that?!
Fast & Efficient
Mail is designed to save you and your team time.
So how do we do it?
Mail identifies the client automatically by detecting the sender's email from within your practice management system.
Emails and attached are saved directly into their client folder - no need to navigate through and find a home for them. Mail knows where they need to go.
Attachments can be saved separately with one extra click.
Mail caches your data on launch so it's always ready to go.
You can continue to work and look at new emails while your email and attachments are saved in the background.