The ContractPodAi Cloud integration with Outlook provides users with access to Cloud features without having to leave their Outlook inbox. Users can create new legal requests, create post-activation requests (using manage legal request), search the repository, edit specific requests or records, and action approval requests from their Outlook inbox. The Outlook add-in has made uploading documents as new versions or attachments, from their email attachments a quick and seamless process.

All new requests, changes, and uploads completed through the Outlook add-in are automatically synchronized with the CPAi Cloud platform.

Cloud Platform

Cloud is one platform for all legal needs. The platform offers a suite of products and features to support all legal use cases in one platform. This document offers a suite of products and features to support all legal use cases in one platform. This document outlines the features and functionalities of the platform.

Outlook Add-In Overview:

The ContractPodAi Cloud integration with Outlook provides users with access to Cloud features without having to leave their Outlook inbox. Users can create new legal requests, create post-activation requests (using manage legal request), search the repository, edit specific requests or records, and action approval requests from their Outlook inbox. The Outlook add-in has made uploading documents as new versions or attachments, from their email attachments a quick and seamless process.

All new requests, changes, and uploads completed through the Outlook add-in are automatically synchronized with the CPAi Cloud platform.

Capabilities

• Information collected and processed through the Outlook Add-in is automatically synchronized with the associated Cloud instance.

• Create and edit a legal request from the Outlook add-in. Users are also able to Amend, Renew, and Terminate existing requests.

• The Outlook add-in has the capability to search the Cloud repository.

• Users with the permissions to approve can Approve, Disapprove and Delegate a request right from the approval notification email.

• Allows for documents that are attached to the email to be uploaded and added to a new or existing legal request. This includes both as a new version and as an attachment/supporting document.

• Allows for the email itself to be uploaded as an attachment/supporting document.

Enterprise Add-in:

- As an Enterprise Add-in, it does not require New Users to Sign up

- Use of the ContractPodAi Add-in requires a user license through the ContractPodAi platform.

ContractPodAi for Outlook

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