MS Office
Mailing

Visual Planning at the heart
of your office applications

Visual Planning Intégration MS Office messagerie

Visual Planning has multiple ways to distribute information and use your usual office tools.

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GOOGLE DRIVE / DROPBOX

VISUAL PLANNING’s “attachements” will allow you to link events and resources with your online storage spaces. Thus, documents or folders can be accessed directly from VISUAL PLANNING.

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MICROSOFT WORD – MAILING

Generate documents using schedules and project data in Visual Planning and Word’s mail merge functionality. Create and automatically fill in great company documents such as contracts, delivery notes, task reports, and more. Get a PDF copy that you can attach to an event or resource in Visual Planning, or send to a team member or customer.

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EXCEL – SPREADSHEET EDITING TOOLS

Our step-by-step import feature from an excel spreadsheet makes it easier to transition to Visual Planning with all your records still available. You can also export data back to a spreadsheet whenever needed.

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OUTLOOK AND OTHER E-MAIL AND CALENDARING APPLICATIONS 

E-MAIL

Not only can you directly send e-mails from Visual Planning, but any modification in Visual Planning can trigger e-mail alerts to your team members or customers. Schedule reminders and create your own e-mail templates to send notifications in bulk.

INVITATIONS

Use invitation-type email templates to fill your personal email calendar.

SHARED CALENDARS (ICAL)

Schedules in Visual Planning can be easily shared using the ical format to integrate this information into a user’s personal calendar on Outlook, Google Calendar or a smartphone app.

FEEDS RSS (ICAL)

Events in Visual planning can be published as an RSS Feed to be displayed in RSS feeds reader apps, such as Google Reader or Digg, email applications such as Outlook, or your business internal website.

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