Calyx RIM Outlook add-in
The Outlook add-in for Microsoft 365 Outlook enables you to fill a form and initiate the process of submission in Calyx RIM.
The Outlook add-in works with both the desktop and web versions of Microsoft 365, and enables you to:
- enter data directly to create a sequence and reference for an application.
- view and export your activity history.
- send e-mail notifications to concerned parties when data is entered in Calyx RIM Outlook add-in.
- attach documents to e-mail notifications.
- automatically populate values for the Product, Country, and Application fields based on the email subject and content.
Outlook add-in Features
| Manage Submissions | Submitting a form creates a sequence and a reference in
Calyx RIM and initiates a workflow to review and update the sequence and reference created.
Submitting a form initiates a workflow in Calyx RIM to create a sequence for the application selected in the form and a reference for the created sequence. |
| Manage Attachments | Outlook items that can be attached to notifications:
Note: You can attach only items that has an extension. Example: .xlsx
|
| Manage Activity History | View and export a high-level history of the forms for the business process types submitted via Calyx RIM Outlook add-in. |
| Manage Configurations | Provides the ability to:
Contact your system administrator for configurations. |