VerityRMS for Outlook
av Verity Platform
VerityRMS Add-ins allow users to deposit documents and create notes from within Microsoft Outlook
VerityRMS is a leading provider of research management software, data and analytics delivered through a comprehensive platform to provide best-in-class workflow, portfolio monitoring, and idea generation solutions to more than 350 institutional investors globally. With VerityRMS for Microsoft Outlook, users can integrate their RMS workflow without leaving Outlook. Verity users can deposit emails to notes directly via the add-in. When depositing an email, users can choose Note Type, Tags, Title and permission the resulting RMS note via the add-in. Further, users can fill out any custom template information directly within the Outlook add-in!
VerityRMS for Outlook is only available to existing Verity clients. To get started with Verity or with questions, reach out to support@verityplatform.com
Appfunktioner
- Skicka data via Internet
- Den här appen har åtkomst till personlig information för det aktiva meddelandet, t.ex. brödtext, avsändare, mottagare och bifogad information. Den kan skicka dessa data till en tjänst från tredje part. Den kan inte läsa eller ändra andra objekt i din inkorg.
