Truss Docs
作成者: TrussTech
The most simple way for CPAs, Attorneys and Financial Advisors to request files from clients.
As easy as email, as secure as a portal. For Accountants, Attorneys and Financial Advisors. Truss Collects files, Tracks request status, Reminds clients, and auto-sorts files as they come in - all without requiring your clients to create an account or use a password.
The Truss Docs Add-in has two use cases:
1. Task Pane - open the task pane while composing an email, and you can create new projects and insert upload links directly into your email!
2. Event-driven - while composing an email, as you add email addresses in the recipients field, we will search Truss for any previous projects containing that email address, and automatically insert upload links to that project into the body of your email. We use Microsoft's LaunchEvents functionality to provide this functionality. This functionality can be disabled in settings.
Full use of Truss Docs requires a paid license to Truss (https://gettruss.io).
アプリの機能
- インターネット経由でデータを送信できます
- このアプリは、アクティブなメッセージの、本文、件名、送信者、受信者、添付ファイル情報などの個人情報にアクセスして変更できます。メールボックス内の他のアイテムの読み取りや変更はできません。個人情報の管理および処理方法の詳細については、開発者のプライバシー ポリシーを確認してください。