https://store-images.s-microsoft.com/image/apps.12239.012fe10e-3906-426a-93ee-3bb8c4ba1ed9.10f7d57f-5421-45bd-811c-8bbe6d560ff3.7e699275-9dd6-4e0f-92fd-b993c5dc11ef.png

Dataforma for Outlook

by Dataforma Inc

(6 ratings)

This Add-In gives ability to clone the email and create a Correspondence record in Dataforma System

This Add-in gives Dataforma system users ability to quickly clone the email and create a correspondence record for the selected Email.

With just a single Click, this add-in will greatly increase our client's productivity by automatically importing Email data along with email attachments from the selected email into Dataforma System for further use.

Additional Notes:

- Requires a Dataforma System subscription

- Requires User to setup Outlook Email Integration in Dataforma System

- This Add-In accesses Email Id and does not modify any personal information

- Installation and usability guide http://cdn.dataforma.com/docs/Outlook%20Plugin%20Usability%20Guide.pdf)

- Email Integration guide http://cdn.dataforma.com/docs/Email%20Integration%20QS%20.pdf

App capabilities

When this app is used, it
  • Can send data over the Internet
  • This app can access and modify personal information in the active message, such as the body, subject, sender, recipients, and attachment information. Other items in your mailbox can’t be read or modified. Review the developer's privacy policy for more detail on how personal information is managed and processed.

At a glance

https://store-images.s-microsoft.com/image/apps.20976.012fe10e-3906-426a-93ee-3bb8c4ba1ed9.10f7d57f-5421-45bd-811c-8bbe6d560ff3.03ad22f4-6de7-40c7-8ee3-07e396a3d549.png
https://store-images.s-microsoft.com/image/apps.30044.012fe10e-3906-426a-93ee-3bb8c4ba1ed9.10f7d57f-5421-45bd-811c-8bbe6d560ff3.f668cf86-f83e-4eea-a7f4-d1ced0f0284c.png
https://store-images.s-microsoft.com/image/apps.11792.012fe10e-3906-426a-93ee-3bb8c4ba1ed9.10f7d57f-5421-45bd-811c-8bbe6d560ff3.df5a7132-90b1-41b4-ba5c-dd198472fcb3.png