Agiloft Contract Assistant for Outlook
The Agiloft Contract Assistant for Microsoft Outlook adds the power of Agiloft directly into Microsoft Outlook. When installed on Desktop, the Agiloft app appears on the far right-hand side of the Home tab as a large A icon. When installed on Web, it can be found using the three-dot menu on the right-hand side of an email near the Reply buttons. The app is compatible with all versions of O365. It can be used to:
- Add email information such as attached files and text content to existing records in Agiloft
- Send attachments from Agiloft in outgoing emails
- Record third-party email correspondences automatically
For more information, visit the following pages or watch the demo on YouTube. This demo contains information about configuring and using the app.
Currently, customers using on-premises servers do not have access to the R23 version of the Agiloft Contract Assistant. Customers that use Agiloft-managed servers do have access to the R23 version.