Hero Academy | Legal Front Door via Outlook/Gmail

During this session you will be trained on how to use Summize as a collaborator or requestor to submit a create and a review request to legal.

Agenda:

- Submitting a create request using Outlook / Gmail

- Updating a create request with a new version

- Getting a create request from Summize and sending it out to the counterparty 

- Submitting a review request using Outlook

- Updating a review request with a new version

- Getting a review request from Summize and sending it out to the counterparty 

- Using Summize statuses, tasks and conversations to notify legal of an update

Outlook

Gmail