Mail traffic

Include Email Traffic as Part of the Dossier

Emails often contain crucial information. Think about approvals, attachments, and agreements. Every project generates a stream of emails, turning the mailbox into a separate database with all the associated risks. Emails can be lost, agreements might not be included in the dossier, and if an employee is unavailable, critical information can be lost.

Want to prevent this? Use our Outlook Add-in. With just two clicks, you can add relevant emails directly to your dossier from Outlook, deciding whether to include attachments or not.

Is this a regular contact for this project? Then link their email address to the project. The plugin will automatically suggest this project or folder as the location, so you only need to click ‘save’.