ContractPodAi for Outlook

The ContractPodAi Cloud integration with Outlook provides users with access to Cloud features without having to leave their Outlook inbox. Users can create new legal requests, create post-activation requests (using manage legal request), search the repository, edit specific requests or records, and action approval requests from their Outlook inbox. The Outlook add-in has made uploading documents as new versions or attachments, from their email attachments a quick and seamless process.

All new requests, changes, and uploads completed through the Outlook add-in are automatically synchronized with the CPAi Cloud platform.

Cloud Platform

Cloud is one platform for all legal needs. The platform offers a suite of products and features to support all legal use cases in one platform. This document offers a suite of products and features to support all legal use cases in one platform. This document outlines the features and functionalities of the platform.

Outlook Add-In Overview:

The ContractPodAi Cloud integration with Outlook provides users with access to Cloud features without having to leave their Outlook inbox. Users can create new legal requests, create post-activation requests (using manage legal request), search the repository, edit specific requests or records, and action approval requests from their Outlook inbox. The Outlook add-in has made uploading documents as new versions or attachments, from their email attachments a quick and seamless process.

All new requests, changes, and uploads completed through the Outlook add-in are automatically synchronized with the CPAi Cloud platform.

Capabilities

• Information collected and processed through the Outlook Add-in is automatically synchronized with the associated Cloud instance.

• Create and edit a legal request from the Outlook add-in. Users are also able to Amend, Renew, and Terminate existing requests.

• The Outlook add-in has the capability to search the Cloud repository.

• Users with the permissions to approve can Approve, Disapprove and Delegate a request right from the approval notification email.

• Allows for documents that are attached to the email to be uploaded and added to a new or existing legal request. This includes both as a new version and as an attachment/supporting document.

• Allows for the email itself to be uploaded as an attachment/supporting document.

Enterprise Add-in:

- As an Enterprise Add-in, it does not require New Users to Sign up

- Use of the ContractPodAi Add-in requires a user license through the ContractPodAi platform.