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.
- 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