So you have your Integrated Management System (Quality, Safety and Enviro) system set-up in Smartsheet but when you receive updated information via outlook it is a bit of a pain because you have to:
- Save the files from Outlook to your computer
- Open Smartsheet
- Open the correct sheet/register
- Attach/upload the files back to correct row on the register
Right? Wrong – all you have to do is install the Smartsheet Plugin for Outlook and you will be able to save information directly from your email straight to the sheet where you need to store the information – just 1 step!
Emails are saved in the comments field and any attachments are saved as row attachments. You can also add new rows and update row information if required.
The Smartsheet Plugin will work with locally installed Microsoft Outlook or Office 365 Outlook so give it a try today and streamline your workflows!
If you need help setting up Smartsheet to manage your Quality Management System, Safety Management System or Environmental Management System then Contact Us today and one of our ISO 9001 Consultants will be in touch.
Click here for more information: https://www.smartsheet.com/marketplace/apps/smartsheet-for-outlook