Find a supplier’s proposal, the email that changed its terms and the final agreement across your connected accounts. Save useful groups of emails or files so you can return to them.
Search across connected sources
Search the emails, files and web pages captured from your connected sources, including text from supported attachments. Find the information for a review even when it lives in different mailboxes or folders. Results include the material you have permission to read.
Search for a supplier name, contract reference or phrase, then open the matching emails and documents to read the details. Bring the proposal, revised terms and follow-up correspondence together for your review.
Emails and documents for recurring work
Create a custom list of supplier emails from multiple inboxes and save it as a Collection. Reopen it for the next order or review. You can also save groups of documents or tables of extracted data, such as invoice amounts and due dates.
Choose criteria such as sender or subject to include matching emails, and add or remove individual messages when you need to. New matching emails join the saved group as they’re captured, so you can return to it without repeating the search.
Read emails as individual messages or grouped conversations. When you open an email from a saved group or shared view, keep that context as you read the thread, so you can follow the discussion and return to the work you were reviewing.
Use saved groups for your team’s day-to-day work. When a client, adviser or another team needs a selected set of information, share a tailored view with the fields and access you choose.
Turn selected emails and documents into a comparison table when you need to review amounts, dates or terms side by side. For a handover, include the supporting documents and questions the next person needs to pick up.
Saving a Collection keeps existing access permissions in place. Colleagues can read the emails and files they’re allowed to access. To share selected information with a client or adviser, publish a separate view and choose who can open it.
Follow a supplier’s emails from the first proposal to the latest update, save the messages you’ll use again and keep the supporting documents together.
