
Eliminate the email headache
Ideagen Mail Manager is an email and document management solution that helps businesses eliminate their email headache around sensitive file storage, collaboration and recall. Seamlessly integrated with Outlook and Microsoft 365, Mail Manager connects and simplifies business systems built on SharePoint, Teams and OneDrive.









Ideagen Mail Manager has solutions for all industries
Architecture, engineering & construction
Keep business-critical project information where you can find it. Address ever-expanding inboxes with integrated storage and indexing, saving time searching for files while seamlessly fitting into existing IT structures. Reduce risk with accurate record-keeping and simplify workflows across locations and roles.
Professional services & law firms
Store sensitive correspondence automatically and track projects, cases or matters efficiently. Leverage Microsoft 365 for seamless records management and compliance.
Deliver personalised matter views sorted by location, content and persona.
Maintain records compliance in a highly regulated industry. Access sensitive documents with confidence while managing commercially sensitive information and creating audit trails for correspondence
Solve complex administrative challenges with records and compliance requirements. Drive efficiencies and secure collaboration while managing correspondence and reducing handling costs.
Learn more about our solutions for government.
Manage high volumes of inbound requests and property updates efficiently. Track tasks and deals quickly while mitigating risk through correspondence audit trails.
Improve project correspondence and stakeholder collaboration. Deliver workflow efficiencies, cost savings and improved productivity through accurate record-keeping and audit trails.
Email management compliance simplified
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Standardise email across the business
Ensure email retention policies are adhered to easily and eliminate the risk of inconsistent email management.
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Intelligent filing and metadata
Automate email filing locations and classify documents with rich metadata in a single process. Manage metadata in bulk and automate capture for intelligent information management.
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Search intelligence
Personalise search locations and pre-define system searches for efficient content access and better discoverability.


Control potential future compliance risks
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Simplify document recall
Produce emails or documents to support disputes or claims when needed. Mail Manager is your "insurance policy" to control, manage and recall information.
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Records retention and governance
Achieve records compliance through intelligent metadata capture. Automate capture to protect records and reduce compliance risks.
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Drive knowledge sharing
Unlock information assets stored in inboxes, public folders or network drives. Enable users to work in familiar applications for easy, secure records management.
Seamless integration with existing systems
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Quick deployment
Up and running within 24 hours. Integrates with SharePoint, Microsoft Teams, OneDrive, Viewpoint and more.
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Drag and drop functionality
Simply drag and drop emails and attachments from Outlook to SharePoint and capture metadata. Insert links from SharePoint, Teams and OneDrive into emails.
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Enhanced productivity
Save, manage and access content through a single interface. Reduce context switching and access multiple locations from one place.


Increase productivity
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Connect and collaborate
Improve visibility of correspondence across the organisation. Move email conversations to Teams or save attachments to SharePoint in a single process.
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Personalise your workspace
Deliver relevant projects, matters or content based on workload or function across Outlook and the Microsoft Suite.
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Mobile access
Access and file information on the go with the Mail Manager 365 mobile app for iOS and Android. Integrate seamlessly with Word, Excel, PowerPoint and Adobe Acrobat.
We simply would have lacked the proper email audit trail needed to achieve ISO9001 accreditation without Ideagen Mail Manager.
Jamie Seabrook
IT Manager
It saves around 10 to 20% of staff time, improving efficiency from staff looking into emails, which means they can now respond on the call instead of having to search for information and get back later on. This allows the ability to work very quickly over the phone.
Geoff Claughton
Managing Director
Because of the nature of work I do, I must have every email from the last 10 years at hand. We’ve always been taught and trained that the risk is too big not to have that information.
Lorena Mandia
Willis Towers Watson
Ideagen Mail Manager was awarded Highest User Adoption for small business in the G2 Grid® Report
One unified suite of products
Ideagen Mail Manager
Seamlessly connects Outlook to Microsoft 365 (SharePoint, Teams, OneDrive) for improved collaboration and records management.
Ideagen Mail Manager Docs
Connects SharePoint/Office 365 inside Microsoft Word, Excel, PowerPoint and Adobe Acrobat.
Ideagen Mail Manager Live
Builds business systems personalised to user job functions for productivity in complex SharePoint environments.
Start improving your compliance today
Frequently asked questions
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What is Ideagen Mail Manager?
Ideagen Mail Manager is an email and document management solution that integrates with Outlook and Microsoft 365, helping organisations file sensitive information, enhance collaboration and improve records management.
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Is there an Ideagen Mail Manager mobile app?
Yes – Ideagen Mail Manager is available for iOS and Android devices.
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What systems does Ideagen Mail Manager integrate with?
SharePoint, Microsoft Teams, OneDrive, Viewpoint, ProjectWise, Ideagen Collaboration Portal and more.
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Can the app and desktop software be used together?
Yes, they complement each other across different Outlook environments.
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How secure is my data?
Very. Ideagen Mail Manager doesn’t hold your information, it helps store and access it within your existing systems.
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What are the pricing options?
Contact our sales team via the form on this page.