Digital Mail

InSight DXP

Digital Mailroom solution

Transform your mail. Accelerate your business

Streamline mail operations and connect data digitally across organizational silos

Physical mail contains vital organizational information, from invoices to legal records. For distributed teams, however, manually managing this mail creates a major headache. It's expensive, error-prone, and a security risk. This not only delays crucial actions on important documents—potentially jeopardizing finances and client relationships—but also prevents you from gaining key insights from data needed for essential workflows like mortgage approvals and claims. As your organization gets bigger, these problems just get magnified, making it tough to scale your operations effectively.

Say goodbye to mail inefficiencies with Iron Mountain Digital Mail. Our solution transforms physical mail into actionable, digital assets, and automatically routes it to the intended recipient or designated workflow. In an end-to-end journey, we don’t just scan and hand over the documents. Unlike other solutions that stop there, our approach is truly comprehensive, spanning from physical receipt to disposition and integration into your business outcomes—all with an auditable chain of custody. With Digital Mail you’ll be able to:

  • Streamline operations: AI-powered automation extracts key data, automatically routes mail, and seamlessly integrates mail data into your core business processes and systems
  • Provide secure access: Role-based access allows authorized users to collaborate more effectively, from anywhere
  • Get operational insights: Dashboards show a visual display of performance metrics and trends
  • Reduce operational costs: Minimize capital expenditure and total cost of ownership with a scalable solution
  • Enable faster financial transactions: Automate departmental and industry-specific workflows—such as invoice, check, and claims processing, mortgage post-close validation, and loan origination support—to accelerate financial transactions like check depositing and general ledger account posting.
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Digitize, automate and integrate your mail workflows with Iron Mountain Digital Mail

Why should you implement a digital mailroom?

For businesses, paper-based correspondence has always been predominant and reliable. Like clockwork, mail comes in and mail goes out. But all that incoming documentation needs timely and efficient distribution, acknowledgement, and action. Iron Mountain Digital Mailroom can help you:
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Connect data across platforms

InSight users take 40% less time to find and retrieve documents and information.1 Integration with existing business systems such as email, Salesforce, and Microsoft Office suite allows you to connect data across platforms and business silos, feed into downstream processes and drive efficiency in your organization. You can even apply document retention rules to your documents through an available integration with Iron Mountain Policy Center solution.

Policy Center solution
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Provide secure access

Your digital documents are stored in Iron Mountain InSight®, an information management and content services platform that leverages the National Institute of Standards and Technology (NIST) Cyber Security Framework (CSF) as its enterprise security framework. Your electronic information will be encrypted at rest, and during transmission across a secure network with access restricted by encryption keys that you own and manage. Role-based permissions enable authorized users to access the information that they need 24/7.
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Improve employee collaboration

Employee collaboration is easier with automated workflows built out based on key data. Exception processing allows you to control who can view and share stored digital documents. InSight users each save an average of 30 minutes per week, resulting in thousands of employee hours saved annually organization wide.1

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Drive operational efficiency

InSight users experience a 55% efficiency lift related to cataloging and understanding documents and information.1 Simplify decision making with dashboards that provide a visual display of data and metrics for you to interpret key information like routing accuracy, average time to delivery, volume of mail, and more.

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Downsize and/or optimize your real estate space

Leverage Iron Mountain scanning experts, processes and infrastructure to convert your inbound physical mail to digital through our extensive network of imaging centers with an auditable chain of custody. Our 75+ global supercenters allow us to quickly scale and meet your specific location requirements.
Document scanning
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Consolidate vendors

Iron Mountain can help you manage the entire lifecycle of your mail. Once your physical mail has been digitized, we can help you with disposition. Options include returning mail to you, storing mail in an Iron Mountain Record Center, or securely shredding mail.
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How does Digital Mail work?

Digital Mail is as easy to set up as it is to use. Our complete end-to-end solution handles everything from mail pickup to disposition, all with an auditable chain of custody.

  • Mail redirection & pickup – After redirecting your mail to a designated postal service location, Iron Mountain securely collects and transports it
  • Digitization & storage – Your mail is digitized by our vetted, extensively trained employees and stored in our secure cloud platform, Iron Mountain InSight® Digital Experience Platform (DXP).
  • Classification & routing – Digital Mail is categorized by document type, keywords are extracted, and mail is auto-routed to recipients or workflows based on your business rules. You can request additional custom keywords to enhance accuracy.
  • Exception processing – Mail that isn’t auto-routed is flagged for manual review by your Exception Manager, facilitating proper handling.
  • Secure role-based permissions – Digital mail is encrypted at rest and in transit across a secure network. Role-based permissions allow only authorized users to view and share mail. Users can search and access digitized mail in our secure cloud platform.
  • Lifecycle management – We offer flexible disposition options for your physical and digital assets, including storage, securely shredding, or returning digitized mail back to you.
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See the solution in action

How Iron Mountain digital mailroom works

Industry examples:

Digital Mail plays a prominent role in multiple industries, including but not limited to:

Frequently asked questions

We’ve got your back with answers to some of our frequently asked Digital Mailroom questions.

How does Iron Mountain make sure that mail is routed to the correct recipients?

Each user is assigned to a user group, and user groups combine with data security rules to ensure that mail is properly routed to the correct people. Iron Mountain’s Implementation team ensures that the proper roles and security are in place for your organization to maintain data security and privacy.

Who can access my mail?

Iron Mountain’s implementation team meets with your organization to learn how you wish to handle mail: by department, floor, individual, etc.

Iron Mountain then sets up your users, user groups, and data security rules to ensure that the proper people have access to the mail. Many organizations also have an administrator who can update this hierarchy if, for example, you are out of office and need your mail temporarily rerouted.

What happens to our mail after it’s digitized?

You’re able to select from several disposition options for your physical mail:

  • Your physical mail is returned to you
  • Your physical mail is stored in an Iron Mountain Record Center
  • Your physical mail is shredded 

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