ANNOUNCING
Version 8.0 with Microsoft Office 365 and Copilot Integrations |   Read More
AuditDashboard's Outlook Add-in Integration
Integration Library

Outlook

Outlook empowers enterprises to stay connected and organized with a unified platform that brings email, contacts, and calendars together. With the AuditDashboard Secure File Sharing Add-in for Outlook, firms can connect Outlook and AuditDashboard to securely exchange files, without leaving their favourite email client.

For example, you can:

  • Send files by attaching secure links to an email from AuditDashboard’s Client Experience Platform
  • Request files from recipients with your secure upload link while composing an email
  • Convert attachments (i.e. files dragged and dropped into Outlook) into secure links that recipients can use to download files
  • Exchange large files
  • Avoid Outlook’s attachment size limit restrictions
  • Track when files are uploaded or downloaded


If you would like to learn more about connecting Outlook and AuditDashboard to consolidate your tech stack or to get started with the Outlook Add-in, please connect with a Workflow Specialist.

About Outlook

Microsoft Outlook is widely used by businesses and individuals to manage communication and calendars. It’s part of Microsoft 365 and provides tools for email, calendar management, contacts, task tracking, and collaboration, helping users stay organized and productive across devices.

View All Related Resources
Keep Reading

Related Resources

Integration Library

Integration-as-a-Service

Integration-as-a-Service

Don’t see the integration you’re looking for? Let us help you design the exact integration your team needs to make their lives easier.

Read moreRead more
Integration Library

Microsoft Copilot

Microsoft Copilot

Teams who use the Microsoft 365 for AuditDashboard integration can summarize documents, analyse data, and extract information using their Copilot within their Microsoft environment.

Read moreRead more
Integration Library

PowerBI

PowerBI

With the Power BI for AuditDashboard integration, teams can unlock insights and visualizations from over 200 data properties that help firms manage the performance of their engagements and practice.

Read moreRead more
Interested in learning more?
Book a Demo