Outlook Add-Ins & AI Toolbar Functionality

Want a deeper understanding of the Outlook Add-ins & AI Toolbar or need a refresher? 

Review the features of the Send-to and Send-through Add-ins in Outlook and how to use the AI Toolbar to it’s fullest. Using these features properly will have a major impact on employee efficiency!

Bookmarks – Fast-forward to the most relevant parts:

4:40: Intro

4:47: Using the AI Toolbar to Send to Workflow Console

8:13: Outlook

10:01: Inbox in etfile

11:44: SEND TO from outlook into the Inbox

13:31: Send multiple emails into Inbox in etfile from Outlook

15:07: Viewing the files in Inbox

16:30: Send Through Outlook to etfile Inbox

19:20: AI TOOLBAR with TAM

20:54: Differences in Agency Management System and AI TOOLBAR

23:58: Review of Send to in Outlook using the AI TOOLBAR

29:52: Filing with AI TOOLBAR and descriptions to a Cabinet

33:00: Filing from Inbox to a Cabinet in etfile using the AI TOOLBAR

33:50: Workflow Console filing

34:42: Attach and Move filing

34:55: Comparison of attach and move and Workflow Console

37:24: Filing from Inbox using the AI TOOLBAR

39:41: Searching using the AI Toolbar