Regardless of whether you file into Windows folders or Meridian, filing groups allow you to organise your filing by team, department, region, etc.


Regardless of the type of work that your business undertakes, you will organise your data logically and here are some examples:


  • Sales organisation
    • file customer email so that it's flagged with the customer property in Meridian
    • file internal departmental emails by department, e.g.
      • Accounts
      • Marketing
  • Legal firm 
    • file cases or matters into Meridian organised by case/matter number
    • file office and social messages
  • Professional services 
    • file project email to project folder hierarchies in Meridian
    • file office and social messages
  • Human resources 
    • file recruitment related messages
    • file appraisal related messages


So you can have Groups named Sales, Legal, Professional Services, Business development, Human Resources, etc., that each have their own list of locations. 


Each business has its own ways of organising its data/documents and PentagonMail Assistant has the flexibility to allow you to file messages whichever way works for you.


See the sections on Managing Locations to learn how to create and manage Groups.