Create searchable email records for partner messages today
Create searchable email records for partner messages today
Your partner emails sit untracked in inboxes, delaying replies and losing attachment context. Centralize messages into a searchable log so coordinators can triage and retrieve items same day.
Overview
Incoming partner and client emails often live in inboxes and break audit trails; this flow captures and timestamps those messages into a central, searchable table so coordinators and compliance staff can retrieve correspondence. That reduces manual searching and ensures records are available same day for reviews and follow-up.