Truss Docs image

Truss Docs

by TrussTech

The most simple way for CPAs, Attorneys and Financial Advisors to request files from clients.

As easy as email, as secure as a portal. For Accountants, Attorneys and Financial Advisors. Truss Collects files, Tracks request status, Reminds clients, and auto-sorts files as they come in - all without requiring your clients to create an account or use a password.

The Truss Docs Add-in has two use cases:

1. Task Pane - open the task pane while composing an email, and you can create new projects and insert upload links directly into your email!

2. Event-driven - while composing an email, as you add email addresses in the recipients field, we will search Truss for any previous projects containing that email address, and automatically insert upload links to that project into the body of your email. We use Microsoft's LaunchEvents functionality to provide this functionality. This functionality can be disabled in settings.

Full use of Truss Docs requires a paid license to Truss (https://gettruss.io).

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

Snapshot 1 of Truss Docs
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 AppSource is governed by separate terms and privacy.