Truss Docs
TrussTech에 의해
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).
앱 기능
- 인터넷을 통해 데이터를 보낼 수 있음
- 이 앱은 본문, 제목, 보낸 사람, 받는 사람, 첨부 파일 정보와 같은 활성 메시지의 개인 정보에 액세스하고 개인 정보를 수정할 수 있습니다. 이 앱은 이 데이터를 타사 서비스에 보낼 수도 있습니다. 사서함의 다른 항목은 읽거나 수정할 수 없습니다.