The Synergy Outlook add-in lets you save project emails, with attachments, straight to your project folders in Synergy.
You gain a huge time saving in filing project emails, and this is key to project information management – you can keep all project emails and attachments in a central, searchable place with all other project information.
Synergy makes project email management easy with an Outlook add-in. Install the Synergy Outlook add-in for each staff member to save and file project emails to Synergy project folders.
You can install the Synergy Outlook add-in for architecture and engineering projects from the Microsoft Office store directly from Outlook. The Synergy Outlook add-in for architecture and engineering projects works with Microsoft Office 365, which supports Outlook 2016 and higher on PC and Mac desktops, and in the web browser view of Outlook (desktop scale).
For simple project email management, install the Synergy Outlook add-in from the Microsoft Office 365 store (access this via a button in Outlook).
Once installed, you get a button in your Outlook control bar — press this to open the Synergy pane on the right-hand-side of your Outlook view. This shows the email subject line, organisation you’re connecting to, the project the email will be filed to, the project folder, and the option to include attachments.
Then you simply press a button.
The Synergy Outlook add-in assigns project emails to the correct project based on content in the email, such as project number, project contact name, project address.
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