Role changes, department reorgs, a customer's contact person switching — email ownership must adjust accordingly. Email transfer lets you bulk-select emails and hand them off to a designated folder, department or colleague; the original emails keep their complete send/receive info, changing only the "owner" and "folder."
From a single hand-off to thousands in bulk, from manual folder selection to automatic rule-based moves — every scenario covered
Filter emails across dimensions like time / subject / sender, then bulk-select them — up to 1,000 transferred at once
Move to a designated folder, hand off to another employee, archive to a department repository, or move into the archive — freely choose among four target types
Preset rules (keyword / sender domain / time range) trigger automatic transfers, so new mail lands in the right folder on arrival
Body / attachments / send-receive timestamps / Cc are all preserved as-is, changing only the "owner" and "folder"
A complete log of who moved which emails from where to where and when; a misstep can be rolled back in one click
After handing off to a colleague, the system auto-pushes an in-app notification, so the recipient can review the newly received emails immediately
A customer once handled by the original rep is now followed up by a new colleague. Filter the email list for all correspondence with "that customer's email address" and hand it all off in one click; the new colleague's inbox immediately gains a dedicated folder holding all the historical context.
Multiple matches execute in priority order
Preset rules like "from @amazon.com → Cross-Border folder" / "subject contains 'statement' → Finance folder" / "weekend mail → To-Do folder," and new mail sorts itself on arrival, sparing you daily manual tidying.
When an employee moves to a new department, hand off all "not-relevant-to-new-role" emails under their mailbox to a former colleague or archive in one go
A new rep takes over an existing customer; all correspondence is handed off with zero handover cost for background context
Preset rules auto-sort by sender / subject, so the inbox always holds only "to-do" emails
When a project phase wraps, move all project-related emails to a "Project Archive" folder in one click for long-term retention
Transfer combines with dispatch / archiving / account management to build a complete email flow system
Mail is dispatched by rule on arrival — more upfront than manual transfer
Emails moved to the archive are retained long-term and compliantly
A departing account's mail can be bulk-transferred to the colleague taking over
Highly sensitive emails go through an approval flow before transfer
Sign up to try the full email transfer capability for free, or book a consultant demo