To begin using the Outlook Add-in for Buildertrend you'll want to first have the correct permissions.
You must be logged into your Outlook account or have user authorized access to an Outlook account.
The user accessing the Outlook account must have active Internal User credentials on an open Buildertrend account.
The user accessing the Outlook account must have View & Add permissions for Files.
The user must have viewing permission on at least 1 Open Job. You'll be able to add files to the jobs you have viewing access on.
Next, you should remember that when using this tool you will be able to add photo files to Documents, but you can't add document files to Photos. You'll be able to choose your folder destination between Photos and Documents.
Here is a quick overview video to help you get setup:
Lastly, you should note that this new functionality is not currently available on Outlook on mobile. You'll need to access the full Outlook version on your PC or Mac.
Please note that your subs and owners will not be able to use this tool currently.
For comprehensive online learning, please visit the Buildertrend Learning Academy.
If you have any questions or require additional support, feel free to chat with us, send an email: email@example.com, or give us a call at 1-888-415-7149. We’re always happy to help.