Introduction to Outlook Integration
The Outlook Integration Tool for use with InEight Document is a plug-in that enables users to view, send, and receive their InEight Document mail and Transmittals from within MS Outlook, rather than having to login to InEight Document. All actions relating to InEight Document mail/transmittals performed within MS Outlook are then stored back in the InEight Document system automatically.
|
Features |
Benefits |
|---|---|
|
Access to the complete correspondence and transmittal message history of a project with all InEight Document formatting, custom fields and attributes including Reference Number, Discipline and Status retained. |
Eliminates the need to use two different systems. The user automatically inherits a personal archive of all sent and received InEight Document project mail, segregated into separate projects in Outlook |
|
Use of Outlook to create, send, and receive InEight Document mail and transmittals. |
Familiarity with Outlook minimises need for additional training. |
|
Complete status management. |
Encourages the use of InEight Document project correspondence to be expedited and closed-out. |
|
Offline capability. InEight Document mail is automatically downloaded into dedicated folders in Outlook. |
Ability to read project correspondence offline and draft responses. |
|
All overdue items highlighted in red for ease of identification |
Quickly identify correspondence for which response is overdue |