For the IT Department

Firm-Specific Help in Outlook

Add a Link to a Firm-Defined “Help Document”

Create and internally publish your own help document for Outlook users

The IntelliPad options for Outlook include a path to a file, such as a PDF document, and a name for the link that will be shown to Outlook users (in the IntelliPad area above the contact information). For example, “CRM Data Quality Guidelines” in the example shown below. This document could provide instructions for attorneys, or be a statement from the Executive Committee as to why sharing contact information is so important for the firm, or have any other content deemed necessary or helpful.
All Word features–such as providing email or text message links for Outlook users to ask CRM questions, or creating an index with internal links to desired content–can be used in the document because they are converted to PDF.