Save key emails straight to your document management system
Save key emails straight to your document management system.
Tired of losing track of key emails?
At Nimbus, we love helping our clients succeed. We do this by making their workflows easier and more efficient. We believe that when your systems work seamlessly, you can focus on what truly matters – your people, your customers, and your growth.
Here’s a success story. A simple yet powerful upgrade to Nimbus Content Store (Document Management System) helped a client streamline their workflow by automatically saving important emails containing reports, quotes, invoices, contracts and more directly into Nimbus Content Store for easy retrieval and compliance.
The Problem: Struggling to keep track of key emails
Our client used the Nimbus Content Store to organise and store their emails and documents for a while. They still dealt with an inefficiency – team members were emailing each other documents and paper trails. Then, they had to upload everything individually into the document management system.
The Solution: Seamless Email-into-Content Store functionality
We listened to your feedback and developed a new function in Nimbus Content Store (Document Management System) in sunny Nelson. Now, users can save important emails with reports, quotes, invoices, contracts, and more. This makes it easy to find them later and meet compliance needs.
Here’s how it works:
• Each team is given a unique email address linked to the Nimbus Content Store.
• Users simply tag their emails and forward them, with attachments, to this address.
• Emails are automatically saved, organised, and made instantly accessible in real time. No more manual uploads, no more inbox searches. Now you have one central place for all project documents.
• Each subsequent email that is tagged also gets automatically stored.
The Impact: Increased Productivity and Real-Time Access
The results arrived quickly:
• Boosted productivity: Field workers can now email documents straight from the job site, saving time from manual work.
• Real-time access: Teams can get the latest information anytime, whether in the office or on-site.
• Streamlined workflows: With emails automatically organised, collaboration is smoother and faster than ever.
Our client removed the bottleneck of manual email uploads. This change improved project workflows. It reduced administrative tasks and made email retrieval and compliance easier.