We are happy to announce two new integrations that make your e-mail inbox more productive.
Planyard now integrates with Microsoft Outlook and offers a Chrome Extension for all web-based email clients (such as Gmail, Yahoo, etc.).
Both of these integrations are big time-savers for everyone involved in handling project documents—project managers, accountants, engineers, etc. It’s now easier to forward purchase invoices and other documents to Planyard right from your email inbox.
Microsoft Outlook Add-in for efficient daily purchase invoice management
Skip the back-and-forth e-mails, downloading files, and creating folders.
You and everyone in your team can now upload purchase invoices or any other files with one click in Microsoft Outlook.
How does it work?
Outlook Add-in for project invoice management on Planyard construction project management software
Watch this video on YouTube.
When you receive a new invoice in your email inbox, open the Planyard add-in and click “Upload to Planyard” (usually at the top right corner of Outlook). Then, select the projects to which you want to upload the invoices.
All the files will be stored in one place—under the Files section in Planyard. Your team (or you) can approve them and submit them to your accounting software when you have time.
Where to get it
You can get the Planyard Outlook Add-In from the Microsoft Apps marketplace for free.
The add-in works both with the web-based and desktop versions of Outlook.
Chrome Extension for Gmail and other web-based email clients
Planyard’s Chrome Extension for web-based email clients lets you and your team send documents straight to Planyard next to your email client.
How does it work?
When you receive a purchase invoice (or any other project-related document) in your Gmail inbox, you can send it to Planyard for further processing right from your inbox.
Just open the Chrome extension from the Chrome toolbar and select which file you want to send to Planyard and to which project:
All of your files will then be waiting under Files in Planyard for further approval:
Where to get it
Download Planyard’s Chrome Extension for free from the Chrome Web Store.
It requires a Chrome web browser and works with all web-based email clients like Gmail and Yahoo.
Other ways to forward documents to Planyard
There are two more ways you can forward documents to Planyard.
You can use our mobile apps to scan documents (such as receipts and invoices) and upload them to Planyard for further processing.
Alternatively, you can use a special email address (unique for every project) and forward emails with attached documents to Planyard.