Resources

Welcome to the Mail Manager Resource Centre

Here you'll find lots of tips and tools for you to get the most out of Mail Manager.

You can watch a video to find out how to file to a suggested location, read about how Gensler saved 5 hours per week using Mail Manager or get best practice tips on how to improve your email productivity.

Case Studies

Sands Consultants

Sands Consultants

Prior to Mail Manager, Sands Consultants had an issue with the way emails were filed and saved. But now, they've been able to de-duplicate their information, and emails are being saved correctly, helping them save tens of thousands of pounds in potential insurance claims.

architecture_access_logo_14

Architecture & Access

Architecture & Access were using a project management system for their emails which had no interface within Outlook, meaning staff rarely filed emails. Now, emails are being filed seamlessly and anyone in the business can easily get up-to-date project information.

Enstruct-logo 500x89

enstruct

enstruct used Outlook public folders to file emails, which was a clunky and inefficient system. Mail Manager was the solution that standardised the filing of emails across the entire business, ensuring a consistent organisation of information.

Podcast

Peter Hodgson podcast

Episode 55

Peter Hodgson, the UK Engineering Director at Viewpoint

Rob Garvey podcast pillar

Episode 54

Rob Garvey, Senior Lecturer at the University of East London

Nick Francis podcast pillar

Episode 53

Nick Francis at GIRI Training and Consultancy

Guides

email is killing your productivity

Email is killing your productivity

The evolving role of email in the post-pandemic world-01

The evolving role of email in the post-pandemic world

SME-01

How Mail Manager helps SME businesses

Integrations

Integrations-logo-1

Procore

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Synergy

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Viewpoint

Webinars

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Making email work better for construction projects

APAC Panel Discussion Slides (1)

Digital life post-Covid, the challenges with digital adoption and accelerating forwards

How to be risk ready and win disputes

How to be risk ready and win disputes in a post-pandemic world

How Mail Manager is helping project managers

Download guide

Transform your project management by embracing SharePoint

Download guide

Email is killing your productivity

Download guide

Working with the enemy: How to befriend email on a construction project

Download guide

How email can help construction firms save time, money and reduce risk

Download e-book

Why Mail Manager integrates with Viewpoint

Download guide

Surviving the email apocalypse

Download e-book

Cost-savings and usage: Replacing your Document Management system when nobody uses it

View guide

Implementing change during uncertain times

View guide

How Mail Manager works with Synergy

View guide

How to get rid of document management system when nobody uses it?

View guide

How is Project Management changing now we’re all over the place?

View guide

How Mail Manager promotes privacy and control

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Why do you need Mail Manager?

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Bringing law and order to information management wild west

Download e-book

Fed up of Outlook’s Public Folders?

View guide

Cracking the productivity puzzle and the ROI of better email management for property firms

View infographic

The ROI of better email management

Download guide

Digitizing Paper Trails: Moving to a virtual back office

Download guide

Why has Mail Manager integrated with Procore?

Read more

How Mail Manager helps SME businesses

Read more

The evolving role of email in the post-pandemic world

Read more

Closing the communication chasm

Download guide

The cost of improper email management

Download guide

How to implement an email management solution

Get my copy

How COVID-19 Impacted Technology Adoption, and What This Means for the Future

Get my copy

State of AEC Project Management Research Report 2021

Download research

The Email and Document Management Usage Benchmark Report

Download research

The 2020 State of AEC Project Management Research Report

Download research
integrations logos-02-1

SharePoint

Supports the filing and searching of messages located in SharePoint without the need to use locally sync'd folders.

Read our SharePoint FAQ here and check our guide on transforming project management with SharePoint here.

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Viewpoint

Supports the filing and searching of messages in Viewpoint for Projects by discovering the projects you have access to, avoiding the need to manually add locations.

Watch our webinar with Viewpoint here and check out our guide here.

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Synergy

Supports the filing and searching of messages in Synergy by discovering the projects you have access to, avoiding the need to manually add locations.

See Synergy in action here and read our guide on the Mail Manager integration here.

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Microsoft Teams

Supports the filing and searching of messages in Microsoft Teams by discovering the Teams that you are a member of, avoiding the need to manually add locations.

Watch our webinar about Microsoft Teams here and read our guide here.

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Opentree

Supports the filing and searching of messages in Opentree by discovering the "Email" document folders you have access to.

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One Drive

Supports the filing and searching of messages located in OneDrive for Business without the need to use locally sync'd folders.

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Box

Supports the filing and searching of messages in locally sync'd 'box' folders.

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Dropbox

Supports the filing and searching of messages in locally sync'd 'Dropbox' folders.

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Project Wise

Supports the filing and searching of messages in Microsoft Teams by discovering the Teams that you are a member of, avoiding the need to manually add locations.

Procore_Logo

Procore

Supports the filing and searching of messages in Procore by discovering the projects you have access to, avoiding the need to manually add locations.

Read more here.

Webinars

Making email work better for construction projects

Video Length: 35:10
While technology and software have advanced dramatically over the last few years, email is still the most commonly used communication and collaboration tool in the AEC industries. But think about what your inbox looks like at the moment. How many unread emails do you have? And how easy is it for you to locate the project information you need? We're delighted to announce that contractors are now able to streamline their email by integrating Mail Manager with Viewpoint for Projects.

Transforming the ROI of Project Information Management

Video Length: 38:11
Project information management doesn't need to be expensive and clunky. Arup has developed another way, which is simple and cost effective, and brings their project information and critical correspondence into one, central location.

Digital life post-Covid, the challenges with digital adoption and accelerating forwards

Speakers: Gavin Crump, Jeames Hanley, Tylney Taylor,

Video Length: 56:58
Digital life after Covid
What's more important now than at the start of the pandemic
Where the challenges lie in digital adoption.

How to be risk ready and win disputes in a post-pandemic world

Speakers: Rob Horne, James Morris and Eleanor Greatholder

Video Length: 1:01:45
Overview of how the 3 main threads of construction (time, quality and cost) will be impacted by the Pandemic and add new dimensions to risks and disputes
How to be prepared for disputes through early advice and good documentation management
What a post-Covid climate might look like and the positives we should carry forward from the industry’s experience of working through Covid – especially the importance of collaboration
The absolute importance of proper contract management as we enter a period of volatility and unknowns
The (potential) impact of hybrid working on risk management and things to be alert to

Digital leadership discussion

Speakers: Salla Palos and Simon Evans

Video Length: 59:26
The digital lifecycle
The I in BIM - Tools being neglected for the use of information within BIM
Digital Twins: Connecting Systems
The pandemic being an accelerator for digital transformation
The role of digital within the move towards NetZero

Time smart: Reclaim your time and get better control of your project information

Speakers: Andrea Brown, Manish Gajbe, Paul Walshe, Frederic Lefebvre and Rory Armstrong

Video Length: 46:18
Actionable tips on how to increase your productivity, find correspondence faster and free up fee-earner time.

The evolving role of email in the post-pandemic world

Video Length: 38:10
Why email has become increasingly important since the start of the pandemic
The challenges with managing and accessing critical communication
Use case examples for the need for email management
How to integrate your systems to improve the flow of information
How to file and find important emails within three clicks

Keeping up with demand: Doing more with less

Speakers: Nidaa Alazmeh

Video Length: 53:53
Minimising the upheaval and disruption caused by staff leaving the business, in terms of the sensitive information left in their inbox which you never know when you might need.
Learning to live without administration support for email & file management.
Reducing the amount of overhead time spent by fee earners on filing and searching for correspondence
Being able to address disputes and awkward conversations quicker by having access to all of the evidence available on every project.

Bringing law and order to the information management wild west

Speakers: Jacob Wardrop

Video Length: 46:46
The types of information filers in every business
The risks of unmanaged, unstructured data
What needs to be included in all-encompassing record management
How AI and behavioural learning ensures access to the right information to improve information visibility and decision-making

Avoiding project nightmares: What's important when projects go wrong

Speakers: Vicki Reynolds

Video Length: 55:55
How integrating email into your project management helps mitigate project risk, close the communication loop, save time, deal with employees leaving, and connect site teams to your back office
How to better understand, predict, and rectify issues before they become problems
How Gensler, Ramboll, Arup and Skanska are making email a powerful ally in disputes and enabling project teams to do more with less

Digital Risk: How to be risk ready and win disputes

Speakers: Paul Wilkinson, Rob Horne, May Winfield, Vicki Reynolds and Graham Brown

Video Length: 01:06:43
The current state of global disputes. Why are they happening?
What does a good audit trail look like versus a poor one?
Looking to the future - what are the practical steps we can take to avoid disputes?
What can companies do now to get their house in order before disputes happen?
What can someone do today if they have a project on and are worried they might have a dispute in the next 12 months?

'Microsoft Teams' and the new way of work

Speaker: Toby Chisnall

Video Length: 01:07:49
What system's have to offer
Top tips to the best way to use Teams
Guidance around what can be added to the platform
How you can integrate email with Teams

Helping project teams survive and thrive through risk ready email management

Video Length: 01:06:48
How the site manager can make informed decisions and be aware of what is going on without being sat at their desk
How companies are coming out of this uncertain time stronger, through having better processes and systems in place for tracking the correspondence on projects
The role of e-mail in projects in information visibility
And case examples of badly done processes that resulted in increased levels of risk and lower levels of productivity

When projects go wrong: Project horror stories

Speaker: Sarah Fox

Video Length: 43:52
Project horror stories: What is important when a project goes wrong
Contract best practices and the hidden dangers associated with poor email management.
Real-life examples of poor email management and the impact this can have on your business.
The mistakes to avoid to better protect yourself.

Dispute avoidance & management: What happens when projects go wrong?

Speaker: Rob Horne

Video Length: 1:01:13
The state of play for UK projects and disputes.
Dispute avoidance & management: Rob provides detailed strategic advice on dispute avoidance and management in relation to projects in the UK.
What role does email play in dispute avoidance and resolution.
Q&A with our panel.

The role of email in preventing disputes

Video Length: 43:15
The pitfalls companies fall into when it comes to disputes
How some businesses are reducing their risk exposure and preventing disputes
The impact of disputes done badly
How email management can help avoid and win legal disputes
To enable screen reader support, press Ctrl+Alt+Z To learn about keyboard shortcuts, press Ctrl+slash

Dispute avoidance & management: What happens when projects go wrong? (North America)

Video Length: 42:56
The state of play for projects and disputes in North America.
Dispute avoidance & management - best practice.
What role does email play in dispute avoidance and resolution.
Q&A with our panel.

The Changing Construction Podcast

Episode 55

Peter Hodgson podcast

Listen to episode

Peter Hodgson, the UK Engineering Director at Viewpoint

Episode 54

Rob Garvey podcast pillar

Listen to episode

Rob Garvey, Senior Lecturer at the University of East London

Episode 53

Nick Francis podcast pillar

Listen to episode

Nick Francis, Director at GIRI Training and Consultancy

Episode 52

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Jerry Tate, Partner at Tate + Co

Episode 51

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Listen to episode

Gavin Crump, Jeames Hanley and Tylney Taylor

Episode 50

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Listen to episode

Rob Horne, James Morris and Ellie Greatholder

Episode 49

James Morris 3

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James Morris, Partner at Mayer Brown

Episode 48

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Listen to episode

Claire Donnelly, Shift Engineer at Tideway London

Episode 47

Brian Ringley podcast pillar

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Brian Ringley, Construction Technology Manager at Boston Dynamics

Episode 46

Michaela podcast pillar

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Michaela Wain, Founder and Managing Director at Framework Marketing

Episode 45

Kier podcast pillar

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Richard Davis, Director at Kier, and Richard Dickins, Managing Director at Social Value Business

Episode 44

Jim-Heverin Podcast

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Jim Heverin, Director at Zaha Hadid Architects

Episode 43

Grahah Brown Podcast

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Graham Brown, Partner at Cassels Brock & Blackwell LLP

Episode 42

Tom - Teams

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Tom Arbuthnot, Microsoft MVP and Principal Solutions Architect at Microsoft Collaboration specialists Modality Systems

Episode 41

Grace Marshall podcast pillar page

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Grace Marshall, Head Coach, Chief Encourager at Productivity Ninja

Episode 40

Roger Platt

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Roger Platt, Senior Vice President at U.S. Green Building Council (USGBC)

Episode 39

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Anthony Fasano, Trainer, Author, Speaker at Engineering Management Institute

Episode 38

Salla

Listen to episode

Salla Eckhardt, Director of Transformation Services at Microsoft

Episode 37

Maura

Listen to episode

Maura Thomas, Trainer, Author, Speaker at Regain Your Time

Episode 36

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David Frise, Group Chief Executive Officer at Building Engineering Services Association

Episode 35

Nigel Ostime podcast

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Nigel Ostime, Partner at Hawkins/Brown Architects

Episode 34

Ian Small

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Ian Small, Innovation Champion at AECOM

Episode 33

Nissa dann

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Nissa Dann, Principal Digital Operations Coordinator at Hoare Lea

Episode 32

Jacquline

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Jacqueline Rohrmann, BIM Manager at Tesla and Founder of the That BIM Girl

Episode 31

Jaimie Johnston

Listen to episode

Jaimie Johnston, Board Director, Head of Global Systems at Bryden Wood

Episode 30

Simon Evans

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Simon Evans, Delivery Team Lead, National Digital Twin Programme and Associate Director at Arup

Episode 29

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Sharon Slinger, Director at Constructing Rainbows

Episode 28

Suibhne Cullen

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Suibhne Cullen, Director of Digital Delivery at Mott MacDonald in the Asia Pacific Region

Episode 27

Michael

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Michael McGuire, Computer Aided Architectural Design and Technology Worldskills UK Training Manager

Episode 26

Amanda

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Amanda McKay, Quality Director for the Major Projects business at Balfour Beatty

Episode 25

Martin & Shahida

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Martin Geach, Head of Information Management Service Line at Atkins and Shahida Rajabdeen, Associate Director at Atkins

Episode 24

Shellley Lawrence

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Shelley Lawrence, leading the Cambridgeshire Women into Construction programme

Episode 23

Fred Mills

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Fred Mills, Co-Founder and Managing Director at The B1M

Episode 22

Coenie Nel

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Coenie Nel, CEO of Creative Project Management Solutions

Episode 21

elinor

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Elinor Moshe, Founder of The Construction Coach, Podcast Host of Constructing You, Author of Constructing Your Career and Contract Administrator at Icon

Episode 20

Saul

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Saul Humphrey, Partner at Saul D Humphrey LLP and Chair of New Anglia LEP’s Building Growth

Episode 19

Gavin Crump

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Gavin Crump, Owner and BIM Consultant, BIM Guru

Episode 18

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Adrian Hill, Acting Managing Director at SCAPE

Episode 17

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Casey Rutland, UK Director of Digital at Royal HaskoningDHV

Episode 16

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Ann Bentley, Global Board Director at Rider Levett

Episode 15

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Matt Bennion, Chairman at Reds10

Episode 14

Jeames

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Jeames Hanley, National Digital Technology Manager at Gray Puksand

Episode 13

Najma

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Najma Dunnett, Senior Associate Legal Counsel at Hoare Lea

Episode 12

Paul J

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Paul Johnstone, the founder of 4S Bid Limited

Episode 11

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Kjersti Lerkerod, Senior Lawyer at Kluge Advokatfirma

Episode 10

Jo Dodds

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Jo Dodds, creator of POWER to Live More CALM

Episode 9

Judith Hackitt

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Dame Judith Hackitt, leading voice in building safety, Chair of manufacturing trade body Make UK, and holds non-executive positions at HS2 Ltd

Episode 8

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Paul Shillcock, Managing Director at Operam

Episode 7

Jacob

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Jacob Wardop, Commercial Director at Mail Manager

Episode 6

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Ben Channon, Associate at Assael Architecture

Episode 5

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Dan Rossiter, Chartered Architectural Technologist at BSI

Episode 4

Paul W

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Paul Wilkinson, Managing Director at PWcom.co.uk Limited

Episode 3

Rob Charlton

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Rob Charlton, CEO at Space Group

Episode 2

Sarah Fox

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Sarah Fox, Author of 500 Words Ltd

Episode 1

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Vicki Reynolds, Head of Digital at I3PT Certification, and Global Vice Chair & UK Lead of Women in BIM

Filter By Category
engineering
Sands Consultants

Sands Consultants

Prior to Mail Manager, Sands Consultants had an issue with the way emails were filed and saved. But now, they've been able to de-duplicate their information, and emails are being saved correctly, helping them save tens of thousands of pounds in potential insurance claims.

architects
architecture_access_logo_14

Architecture & Access

Architecture & Access were using a project management system for their emails which had no interface within Outlook, meaning staff rarely filed emails. Now, emails are being filed seamlessly and anyone in the business can easily get up-to-date project information.

engineering
Enstruct-logo 500x89

enstruct

enstruct used Outlook public folders to file emails, which was a clunky and inefficient system. Mail Manager was the solution that standardised the filing of emails across the entire business, ensuring a consistent organisation of information.

health
hse_logo_mission_full-colour_irish_first_fa

Health Service Executive

Health Service Executive was struggling to manage the mass amounts of emails and access information stored in silos. Mail Manager enabled them to quickly retrieve critical information and correspondence, as well as reduce risk.

consulting
baam logo

BAAM Consulting

BAAM Consulting recognized the need to file emails, but it required a lot of time and effort. With Mail Manager made it easy to file and search information, was the only solution that truly solved their needs.

engineering
BGreenLogoKerbsign

Brighter Green Engineering

Brighter Green Engineering needed help managing emails and ensuring all information was filed correctly. Mail Manager enabled the fast search, retrieval, and filing of project emails into centralised team folders.

property
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Sanderson Weatherall

Sanderson Weatherall needed to move to a digital office. They were spending a considerable amount of money on off-site storage to keep all documents and having difficulties accessing that information. Mail Manager changed the whole scenario for them, bringing many different benefits.

construction
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MJ Dixon

MJ Dixon was facing a challenge with information and ensuring safety across the business. Mail Manager allowed them to properly store all information and have easy access whenever needed.

finance
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BarTax

BarTax had a great amount of data stored in each Outlook, creating issues to use computers and simple tasks such as accessing emails. Mail Manager not only allowed them to sort that issue, but also improved their client service and reduced risk.

finance
azets logo

Azets

Azets was facing email accessibility issues when someone went on holiday or left the company. Mail Manager made all information accessible in seconds, and also tackled organisation issues, creating consistency.

property
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Robinson and Hall

Robinson and Hall needed to transition to a paperless office and to make information available for all. Mail Manager allowed them to have a smooth transition in an organized and simple way.

architects
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BTP Architects

BTP Architects recognized the need to file emails, but it required a lot of time and effort. With Mail Manager made it easy to file and search information, was the only solution that truly solved their needs.

architects
Hefferlin + Kronenberg Architects logo HK

Hefferlin + Kronenberg Architects

HK Architects was drowning in unfiled emails. They had implemented an internal process to archive emails that wasn't working. Mail Manager made it possible to have a new default, where everyone files their emails.

architects
CSDG logo black

CSDG

CSDG had tried previous software to manage emails, but it wasn't cost-effective and didn't meet their needs. Mail Manager was the perfect solution for CSDG and helped them to get control over their project information.

construction
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GVK-Siya Zama Construction

GVK-Siya Zama Construction was struggling with the high influx of information and managing all that information. With Mail Manager, they were able to improve efficiency and saved significant amounts of time filing away the mass amounts of information generated. 

construction
MJ Harris construction logo blue

M. J. Harris Construction Services, LLC

M. J. Harris Construction Services, LLC was facing a challenge with a lack of visible information and emails not being filed. Mail Manager was the perfect tool that met all of their needs and is now essential to the company.

property
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Levy Real Estate

Levy Real Estate had all information spread across the business, inaccessible and generating performance issues. Mail Manager made information properly stored in a secure central location, in a simple and searchable way.

construction
Liro Group-logo

LiRo Group

LiRo Group needed to manage their emails, and with the sheer volume, it was very time-consuming. Mail Manager not only allowed them to resolve this but became one of the most important pieces of software they use.

consulting
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Enspire Solutions

Enspire’s project-based correspondence was
being held back by the lack of search functionality within Microsoft Outlook. Mail Manager has enabled project visibility across the entire team.

architects
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Enjoy Design

Enjoy Design needed a solution to guarantee all employees had access to the projects, regardless of being since the beginning or copied in an email. Mail Manager has improved efficiency in the company and simplified email archiving.

architects
8DWOjosw_400x400-1

Ben Cunliffe Architects

Ben Cunliffe Architects needed to save time for all staff and provide better access to all important project information. Mail Manager has improved business efficiency by creating easy access to each project in a faster way.

construction
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Guildprime Specialist Contracts Ltd.

Guildprime Specialist Contracts needed to futureproof their business against legal issues. Mail Manager enabled quick and easy email search in one centralised location.

architects
caruso st john-1

Caruso St John Architects

Caruso St John needs access to emails and attachments on all projects and from all employees. Mail Manager enables this and files all emails to local storage, on an exchange server, in-house.

img-jpg-wsp-red

WSP

WSP needs to find information within their emails fast. Mail Manager helps WSP increase business efficiency as they can spend more time on real work, and improves project visibility by capturing both sides of the conversation.

engineering
original-logos-2015-Sep-9725-7801818

Oswald Professional Engineers

Oswald Professional Engineers has used Mail Manager since its inception as information management has been a key initiative. They benefit from being able to store all project information in one place, to use collectively as a company.

consulting
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IKM Consulting

IKM consulting had no way to consistently manage email, resulting in inefficiencies and project risk. Mail Manager helped them take control of the vast amount of incoming and outgoing emails, structuring the way email was managed.

consulting
Ramboll

Ramboll

Ramboll was overwhelmed with important project information. They needed to implement an email management tool fast. Mail Manager has hugely improved Ramboll’s efficiency and productivity across its projects.

oil
ode-new

Offshore Design Engineering

Offshore Design Engineering needed an email solution to help them connect remote offices and different departments. Mail Manager ensures transparency across the business and helps their teams to work more productively on projects.

architects
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Peerutin

Peerutin Architects were struggling to find historic project information so they implemented Mail Manager. They were able to quickly save fee-earners time, improve project visibility and mitigate against the risk of losing sensitive information.

engineering
arup-logo-1

Arup

Arup realised when queries or disputes arise, often quite urgently, their audit process and daily working process were not sufficient. Using Mail Manager has enabled all client information to be stored in one centrally located place, making it easier to access.

construction
RPA

RPA Group

RPA was struggling with commercially sensitive email information and correspondence being locked in individual inboxes, as well as escalating email storage costs. Mail Manager has enabled them to reduce storage costs and, critically, save time when looking for important project information.

consulting
ardent-1

Ardent Consulting Engineers

Emails were left sitting in individuals in-boxes and couldn’t be accessed by the wider project team. Using Mail Manager has ensured consistent filing of emails into one central location with minimal effort and complying with QA requirements.

architects
ASL-Logo-1200x240-2

Austin-Smith:Lord

Austin-Smith:Lord were overwhelmed with information. They implemented Mail Manager to align their projects and found it to be a priceless asset with the email search feature saving 4 hours per person per week.

engineering
nitsch-engineering

Nitsch Engineering

Nitsch Engineering needed to reduce their email storage and centralise their emails. After reviewing several options, Mail Manager was chosen. This has centralised their emails, eliminated hours of time in e-discovery from both a user and an IT perspective and saved them $10,000 in storage space costs.

architects
iil_gensler-1

Gensler

The volume of collective emails for the size of Gensler’s operation quickly became a storage issue. In order to maintain acceptable data levels, Gensler set an inbox limit of 250Mb. Mail Manager helped reduce storage levels as all emails were organised into an effective, shared document management system.

architects
john mccall architects

John McCall Architects

As part of John McCall's ISO 9001, they realised record-keeping was critical and decided to invest in Mail Manager. This has provided good security, and the ability to archive every project into a single package, providing the comfort that emails are easily located.

consulting
yre_cole-new-logo-blue-green

Cole Engineering Group Ltd.

Cole Engineering was concerned about responding to e-discovery requests due to the volume of emails locked in individual inboxes. Mail Manager is now used consistently across the entire business by all teams and has paid for itself within a few months based on time-saving & efficiency gains.

architects
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Lilly Architects

Lilly Architects are always looking for the best and most efficient technologies that are out there for them to be able to deliver their projects, and they still haven’t found anything that distinguishes itself beyond what Mail Manager is doing.

consulting
jnp logo

JNP Group

JNP Group looked to Mail Manager to help them stay cyber secure and save engineers many hours per week. Jamie Seabrook, IT Manager says, "We simply would have lacked the proper email audit trail needed to achieve ISO 9001 accreditation without Mail Manager".

engineering
terra-engineers-logo

Terra Engineers

Terra needed help managing emails and team communications better within their firm. Mail Manager allowed for expedited search, retrieval, and filing of project emails into centralised shared team folders throughout the daily routine of checking and sending emails.

Tutorials

Best practice with setting up Mail Manager

Best practices

In this video, we show best practices when using Mail Manager.

What happens if I file to the wrong place

Filing

Here we show you how to easily change the folder if you save in the wrong one.

How to manually file emails

Filing

We show you how to manually file an email in Mail Manager really quickly.

How to automatically file an email you're replying

Filing

Here we show you how to save time, by using the prompt tool when you are replying to an email.

How to file using drop folders

Filing

Here we show you how to file using drop folders.

How to file with SharePoint

Filing

Here we show you how to quickly file all email from an outlook folder into SharePoint.

Filing emails without extra work - The 'prompt' feature

Filing

Here we show you how to set up a rule so you are prompted to file all your received emails when closing an email.

Filing attachments and emails in one go

Filing

Here we show you how to file an email and attachments in one go.

Filing an entire Outlook folder

Filing

Here we show you how to quickly file all email messages from an Outlook folder into a location folder.

Filing to multiple locations

Filing

Here we show you how to file an email to multiple folders.

How to create a new collection

Collections

Here we show you how to create a new collection for filing emails.

How to load and unload certain collections

Collections

Here we show you how to load & unload collections for filing emails.

Sending links to documents and emails

Filed emails

Here we show you how to share a link to an email location whilst you are filing the email. This feature will save you having to forward emails with large attachments.

How to navigate the social map

Filed emails

Here we show you how to use the social map tool.

Working productively with the Mail Manager search

Filed emails

Here we show you an overview of the Search window for easy navigation.

Controlling what happens after the email is filed

Filed emails

Here we show you how to edit and change what happens to email after filing them.

Using comments to track emails and assign tasks

Filed emails

Here we show you how to add subject, comment and category information when filing.

Creating a filing location in SharePoint

Location

Here we show you how to quickly create a filing location in SharePoint.

How to add a new filing location

Location

Here we show you how to add a new filing location.

How Mail Manager is Helping Project Managers

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How Mail Manager is Helping Project Managers

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How Mail Manager is Helping Project Managers

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State of AEC Project Management Research Report 2021

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How Mail Manager is Helping Project Managers

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How Mail Manager is Helping Project Managers

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