Send To Priority
user to link their emails (including the attachments
documents straight from the Outlook
Send To Priority provides an easy way to save all desired emails and files such as contracts, specs, correspondences etc. under the corresponding document.
The linking can be done straight from the Outlook instruments panel by clicking the designated button. This button is added automatically during the installation. Pressing the button will initialize a smart search page which is connected to the customer’s database. The user can easily find the relevant document by configuring the search options which will narrow the results which in turn will help the user to find the desired Priority document for linking.
Once the desired document was found, the user can link the email body (including the attachments or not) to the document.
Send To Priority allows their users to work in an alternative mode which allows to run a direct activation in a Priority form. The alternative working mode will recognize the predefined command and will open the search page while the desired document is already present, without the any user struggle to find it.
Send to Priority button example:
Search Page example: