What is it?

Planyard's Outlook add-in lets you send invoices and other documents to Planyard straight from Outlook. This will keep your files in one place, ready to be processed by you or your team members.

Installation

The add-in works both with Outlook.com and the Outlook desktop client. Install it for free from the Microsoft Apps Marketplace.

You only need to install once - it will show up both in the web and desktop version.

How to use it

Outlook.com (web version)

When you receive a new document (such as invoice or contract) in Outlook.com, open up the email. You will see "Upload to Planyard" under more actions for that email. Clicking it will open up Planyard's add-in.

Log in or create an account if you don't have one yet.

Once logged in, select the project you want to associate with this file.

You can also leave a comment, so, that it's easier to process the file later in Planyard.

The email attachment is automatically visible in the Planyard add-in. If there are several attachments in an email, you can remove the unnecessary ones and upload only the ones you want.

The uploaded file(s) will then appear in Planyard under Files for the project you selected - ready to be processed by you or your team members when you have time.

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