Pricing Additional purchase may be required
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 support@verityplatform.com
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.
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Excel
PowerPoint
WordVerityRMS Add-ins allow users to deposit documents and create notes from within Microsoft Office
ExcelPowerPointWordApplicable to:ExcelPowerPointWord
ExcelPowerPointWordNaN out of 2
VerityRMSVerity Platform
TeamsShare and search VerityRMS content in Microsoft Teams and publish to VerityRMS from Microsoft Teams.
TeamsApplicable to:Teams
TeamsNaN out of 2
By getting this product, I give Microsoft permission to use or share my account information so that the provider can contact me regarding this product and related products. I agree to the provider's terms of use and privacy policy and understand that the rights to use this product do not come from Microsoft, unless Microsoft is the provider. Use of terms is governed by separate privacy and {4}.