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DocPortal

avtor: My Wealth Cloud

Integrate DocPortal with Outlook for simplified document sharing with your clients.

DocPortal is a document management platform that enables you and your clients to securely send, receive, e-sign and permanently store important documents at the touch of a button. Promote your brand and retain and acquire customers, all from within your regular workflows that you can access from anywhere at a moment’s notice.

DocPortal requires an account and thus further charges may be applicable. Please find further information on our website www.docportal.co.uk

Zmogljivosti aplikacije

Ko je ta aplikacija v uporabi, lahko
  • Pošilja podatke prek interneta
  • Ta aplikacija ima dovoljenje za dostop do osebnih podatkov in za spreminjanje osebnih podatkov v aktivnem sporočilu, kot so telo, zadeva, pošiljatelj, prejemniki in podatki prilog. Te podatke lahko pošlje storitvi drugega izdelovalca. Drugih elementov v vašem nabiralniku ne more prebrati ali spremeniti.
Ta dodatek se lahko zažene sam, ko:
  • Uporabnik doda priloge e-poštnemu sporočilu ali jih odstrani iz njega.
  • Uporabnik doda ali odstrani prejemnike e-poštnega sporočila.

Hiter pregled

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