On Thu, Mar 12, 2009 at 3:47 PM, Jeanne Callen <[log in to unmask]> wrote:

> < Printing to paper is one way of retaining the email in accordance with
> established retention.  Another is using an electronic document management
> system that also manages emails.>
>
>
> Right - according to policy they have to either move it to a different file
> or print it if they want to save it.  Once they move it or print it - it
> becomes part of whatever record series it belongs to and takes on that
> retention.


Sounds like your policy is designed to relieve stress on your email servers
and storage. what email client do you use Notes or Outlook. if the latter
your sales reps can save individual emails as .msg files As long as they are
logged into Exchange they can open one of those .msg files and reply to it
from the folder the file is in.

I do find it interesting that your company is involved in compliance
http://www.jjkeller.com/




-- 
Peter Kurilecz CRM CA
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Richmond, Va
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