File by matter
Bring related emails and documents into one organised space, with folders that fit the way you work.
Your emails, documents and tasks, organised around the work they belong to. Less searching. More getting things done.
Designed for your desktop. Built around your workflow.
From the first email to the final document, keep the whole story together.
Bring related emails and documents into one organised space, with folders that fit the way you work.
Search across your filed content, then preview a document without losing your place.
Connect tasks to files, add notes, and follow what’s to do, in progress, or waiting on someone.
Choose a library folder on your computer or a supported cloud drive. Keep your documents in ordinary folders while eFile Vault brings the organisation.
Talk to us about your workflowFile emails and documents into matters, arrange them in folders, and keep related notes and tasks together. Preview supported files and search your library.
You choose the library folder for your documents. This can be a local folder or a supported cloud-drive folder. Shared workspaces also use a hosted service for workspace information.
The initial release is a free pilot, with no automatic paid conversion. Contact us about participation.
We’re launching with a free pilot. No subscription payment or automatic paid conversion. Contact us to enquire about pilot access.
Pilot access may be limited by invitation, seats or duration. Future paid plans will be offered separately.
✓ Email and document filing by matter
✓ Search and file previews
✓ Tasks and notes alongside your files
✓ Your choice of library folder
Feature overview. Pilot access is subject to your invitation.Questions about eFile Vault, setting up your team, or finding the right fit? We’d love to hear from you.
Tell us how you organise your files today and what you’d like to make easier.
Pilot access is invitation-only. Use your invitation to set up your account, then sign in and review the documents before downloading.
The pilot is invitation-only. New organisations and single-user pilot workspaces need activation; public self-service registration is not available yet.
A new app account without an existing workspace membership receives its own workspace. You can name it for yourself or your organisation. Existing members use their joined workspace. Creating a workspace does not automatically activate pilot access.
For team workspaces, review your membership and each matter’s sharing settings. Choosing an account display option does not change access to shared matters.
The marketplace installation is being prepared. For the pilot, download the add-in file, then use Outlook’s My add-ins → Add a custom add-in → Add from file, where your account permits it. Your organisation may require administrator approval.
After signing in and completing acceptance, download the Outlook setup pack beside the desktop installers. It contains the add-in XML file and installation instructions for your own mailbox.
Google Workspace Marketplace installation is being prepared. Contact us for the current pilot setup options; a customer install link is not available yet.
In File from Inbox, choose Set up in-mailbox filing and create a pairing code for your connected mailbox. Enter it in the matching add-in. Keep the desktop app running to process filing requests, and check the filing receipt before assuming a message has been saved.
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