VerityRMS for Outlook

de Verity Platform

VerityRMS Add-ins allow users to deposit documents and create notes from within Microsoft Outlook

VerityRMS is a leading provider of research management software, data and analytics delivered through a comprehensive platform to provide best-in-class workflow, portfolio monitoring, and idea generation solutions to more than 350 institutional investors globally. With VerityRMS for Microsoft Outlook, users can integrate their RMS workflow without leaving Outlook. Verity users can deposit emails to notes directly via the add-in. When depositing an email, users can choose Note Type, Tags, Title and permission the resulting RMS note via the add-in. Further, users can fill out any custom template information directly within the Outlook add-in!

VerityRMS for Outlook is only available to existing Verity clients. To get started with Verity or with questions, reach out to

Capacitats del complement

Quan s'utilitza aquest complement:
  • Pot enviar dades per Internet.
  • Aquest complement pot accedir a informació personal del missatge actiu i modificar-la, com ara el cos, el tema, el remitent, els destinataris i la informació adjunta. És possible que el complement enviï aquestes dades a un servei de tercers. No es poden llegir ni modificar altres elements de la bústia de correu.

D'una ullada