Relevant Line-of-Business Information as You Work
Imagine composing an email to a client and automatically having available the client’s entire financial, document, and related information without leaving your email message. With Handshake Office Envoy, Microsoft Word and Outlook become dynamic information delivery tools that pay attention to your actions and provide relevant information from line-of-business systems without ever leaving Word or Outlook.
Relevant Information When You Need It — When a word, number, or phrase is typed, the word or phrase is recognized and a small, unobtrusive red line appears beneath the text, indicating there is more information available! From the Office Task Panel, users may review, research, and even insert content directly into the application to gain even greater value from their Word and Outlook investment.
Leverage Portal Infrastructure for Increased Productivity
Handshake Office envoy leverages your SharePoint Server® portal infrastructure to create document “fragments”. Effectively utilizing Handshake WebPart Skins to create formatted document elements that can be easily inserted into a document during editing.
Users simply follow the smart tag on the recognized text within the document or email to the Handshake Office Envoy information panel to review information and optionally insert any of available components into the document.
Fragment content is based up on Handshake Software’s understanding of your organizations data as it is Profiled with the Handshake Relationship Toolkit. WebPart skins that may be used as document fragments are created and maintained through the Handshake Content Designer and can be formatted in a variety of ways including pie charts, grids, or bar graphs. Data elements like addresses, fax numbers and contact names can also be inserted further streamlining the creation of written correspondence and elevating quality and consistency in your organizations document production.
It’s all About Clause and Effect
Organizations create documents through routine. They are based on time tested business process. Documents, in fact, are and continue to be a fundamental part of doing business. They are used to disseminate information within and without the organization as well as define legally binding commitments. Over time, documents or components of those documents, created by experts to be compliant and standardized can be utilized by others in the organization to elevate quality and consistency.
Handshake Software Office Envoy facilitates this function through the use of a clause library. Once again, leveraging your organizations existing infrastructure, Handshake Software can not only capture the clause to be reused but also associate it with relevant metadata with in your organization that will place the clause in front of the user when they need it.
Similar to document fragments, users simply follow the smart tag on recognized text within Microsoft Word® or Microsoft Outlook® to access and use clauses relevant to the recognized term.
 Handshake Software Office Envoy Datasheet
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