Email Addin
Pentagon Mail is a plug-in to Microsoft Outlook that facilitates filing and finding messages. By learning your filing behaviours it guides you, making it fast and easy to file messages to the right: Project, Customer, Case, Opportunity, etc.
With its ability to file and search whilst off-line you can work efficiently whilst away from the office regardless of whether you need to file to Windows folders on an office server, M-Files or cloud storage like Onedrive, Google Drive, DropBox, Box, BIM 360, etc.
Various settings for this can be customised with PentagonDocs Assistant Admin Utility
Please see the dedicated help for Pentagon Mail for more information (will open in a new browser window)