Integration and mobility
Exchange and Outlook integration
Registration and dispatch with add-ins, for incoming and outgoing mail — in a single click.
What does it solve?
BEFORE
- Correspondence and cases are separate worlds.
- Registration requires switching to a separate interface.
- Traces of outgoing mail get lost.
AFTER
- The e-mail filed to the case, attachments included.
- From Outlook, at the press of a button.
- Outgoing communication is in the case history too.
How does it work?
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Install the add-in
Outlook add-in on workstations.
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Incoming registration
Assigning the e-mail and attachments to the case.
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Outgoing recording
Sent e-mails are registered automatically.
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Retrieval
All correspondence on the case timeline.
Capabilities
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One-click registration
From e-mail to document, without leaving the program.
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Attachment capture
Attachments are recorded too.
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Outgoing mail logging
Complete communication history.
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Exchange connection
Connected to the corporate mail system.
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