https://store-images.s-microsoft.com/image/apps.12239.012fe10e-3906-426a-93ee-3bb8c4ba1ed9.10f7d57f-5421-45bd-811c-8bbe6d560ff3.7e699275-9dd6-4e0f-92fd-b993c5dc11ef.png

Dataforma for Outlook

by Dataforma Inc

(6 ratings)

This Add-In gives ability to clone the email and create a Correspondence record in Dataforma System

This Add-in gives Dataforma system users ability to quickly clone the email and create a correspondence record for the selected Email.

With just a single Click, this add-in will greatly increase our client's productivity by automatically importing Email data along with email attachments from the selected email into Dataforma System for further use.

Additional Notes:

- Requires a Dataforma System subscription

- Requires User to setup Outlook Email Integration in Dataforma System

- This Add-In accesses Email Id and does not modify any personal information

- Installation and usability guide http://cdn.dataforma.com/docs/Outlook%20Plugin%20Usability%20Guide.pdf)

- Email Integration guide http://cdn.dataforma.com/docs/Email%20Integration%20QS%20.pdf

App capabilities

When this app is used, it
  • Can send data over the Internet
  • This app can access and modify personal information in the active message, such as the body, subject, sender, recipients, and attachment information. It may send this data to a third-party service. Other items in your mailbox can’t be read or modified.

At a glance

https://store-images.s-microsoft.com/image/apps.20976.012fe10e-3906-426a-93ee-3bb8c4ba1ed9.10f7d57f-5421-45bd-811c-8bbe6d560ff3.03ad22f4-6de7-40c7-8ee3-07e396a3d549.png
https://store-images.s-microsoft.com/image/apps.30044.012fe10e-3906-426a-93ee-3bb8c4ba1ed9.10f7d57f-5421-45bd-811c-8bbe6d560ff3.f668cf86-f83e-4eea-a7f4-d1ced0f0284c.png
https://store-images.s-microsoft.com/image/apps.11792.012fe10e-3906-426a-93ee-3bb8c4ba1ed9.10f7d57f-5421-45bd-811c-8bbe6d560ff3.df5a7132-90b1-41b4-ba5c-dd198472fcb3.png