NEXT365
作者 NEXTlegal
Archive emails or add files and recipients from NEXTassyst/NEXTmatters directly in Outlook.
This Outlook add-in is designed for seamless integration with the NEXTassyst or NEXTmatters platform, allowing professionals to securely manage email communication and documents directly from Outlook.
With this add-in, users can:
- Select emails from their inbox
- Archive both the message and its attachments into a selected case or folder within NEXTassyst or NEXTmatters
This ensures important correspondence is stored in the right place for future reference or compliance purposes.
Additionally, while composing new emails, users can:
- Browse their organization’s document library in NEXTassyst or NEXTmatters
- Select one or more files to attach
- Insert predefined body text
- Select recipient email addresses linked to specific cases or contacts
This eliminates the need to switch between applications, speeds up communication, and ensures consistency.
A secure login is required to access the add-in. Users must retrieve a personal authentication code from the NEXTassyst or NEXTmatters platform in order to sign in. This ensures data privacy and secure handling of sensitive information.
Note: A separate account with NEXTassyst or NEXTmatters is required to use this add-in. If you do not yet have an account, you can request a demo here.
应用功能
- 可通过 Internet 发送数据
- 此应用可读取或修改邮箱中任何项目的内容，并且可以创建新项目。它可以访问任何邮件或日历项中的个人信息，例如正文、主题、发件人、收件人或附件。有关如何管理和处理个人信息的更多详细信息，请查看开发人员的隐私策略。