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RTVision for Outlook Integration

By_Publisher

Send one or more emails from Outlook into RTVision's applications

This can only be used with Microsoft Outlook 365 and can only be used by enterprise users who have a license to use RTVision's application. To learn more about obtaining a licensed account, please contact us: https://rtvision.com/contact

In Outlook, send one or more emails into RTVision's application, to access all project and contract related information from a single location.

To use:

After selecting the email in Outlook, click on the Add-In to 'Send to OneOffice', or 'Send Multiple to OneOffice'. You will be prompted to log in with your RTVision account initially, then you will be asked to select the contract in which the email(s) will be sent. The email(s) will show on the Contract Menu under the section titled 'Emails'.

If SSO is not available then the function to send multiple emails at once, into RTVision's application, will not be available.

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  • CP_Office2
  • CP_Office6

Overview_Thumbnails

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