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Dataforma for Outlook

Dataforma Inc

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

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