Log New Items with Drag & Drop from Outlook
It’s now quicker and easier to log new incoming action items like RFIs, Quotes, and Submittals in FIVE!
Simply drag & drop any email message from Outlook onto the new item row in FIVE, then click the icon to log it. Watch it in action here:
FIVE is smart enough to automatically fill-in information like the sender, recipient, title, and date. It will also automatically include a PDF copy of the email content and any PDF and image attachments that came with the email.
Put Outlook Drag & Drop into your contract admin workflow to save time and eliminate the possibility of data entry errors and omissions!