Leave no document behind
Quickly save emails and their attachments to the document management system and trigger internal workflows with Microdea's Synergize Email Integration for Outlook. For example: an email containing an invoice is directly routed to your Accounts Payable team where the appropriate personnel can check for approvals and advance the process, reducing your cycle times.
In this product demo, we will walk through
- how to save emails and attachments to Synergize document management system
- how inbox monitoring can automatically save emails without any user interaction
- what to consider for triggering internal processes and workflows