CobbleStone Add-In for Outlook

Overview

Transform your email workflow by bringing the power of Contract Insight® directly to Microsoft Outlook. The CobbleStone Software Add-In for Outlook creates a seamless bridge between your email communications and contract management system with no additional software installation required.

Add-In Benefits:

Centralized Record Management

• View contracts, companies, purchase orders*, requests, and other critical records without switching between applications
• Access your complete Contract Insight® data directly within Outlook
• Navigate your connected records through an intuitive tabbed interface

Enhanced Productivity

• Search and browse Contract Insight® records inside Outlook
• Create new records including contracts, companies, and purchase orders directly from your email interface
• Add emails and attachments to existing records with just a few clicks
• Link important documents to records for improved organization
• Perform quick actions on records without leaving your email environment

Streamlined Communication

• Instantly attach emails to related records for complete communication history
• Track email correspondence related to specific contracts or business relationships
• Maintain a comprehensive audit trail of all communications
• Keep your team informed with synchronized document updates
• Access document history to see when records were linked or modified

Simplified Document Management

• Upload documents directly from Outlook to Contract Insight®
• Track document versions and modifications
• Maintain secure access to sensitive contract information
• Quickly reference important clauses and terms

Technical Information:

• Works with both desktop and online versions of Outlook
• Compatible with Microsoft 365 and Outlook 2019+
• Requires an active Contract Insight® subscription
• Secure data transmission with HTTPS encryption
• Comprehensive user authentication system
• User preferences and settings persist between sessions

Additional Features:

• Customizable views for different record types
• Integrated support for multiple record types
• Administrative tools for preference management
• Responsive design that adapts to your Outlook interface

Experience the power of integrated contract management directly within your email workflow. The CobbleStone Software Outlook Add-In bridges the gap between communication and contract management, creating a more efficient, organized, and productive work experience.