Answer questions, book visits, flag urgent requests. Every one is ready to run, and you can adjust it in plain language.
Send handoff notes with files to colleagues from the same note.
You can send a ready note to saved contacts with its attachments and see the send result in the note.
Send approved list emails and return an Excel file with row results.
Your mail merge from Excel uses your work mailbox, and a results workbook shows which recipient rows need attention.
Email ready handoff notes to named contacts and log each response.
See every send result beside the recipient's name after you mark a handoff note Ready in your shared folder.