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Tutorials: Outlook Drag & Drop

May 5th 2016 - by Patrick Adrian, CFA


This is a continuation of our popular How-to Series where we share quick videos about RedQuarry features.

Our second installment demonstrates the basic functionality of our drag and drop from Microsoft Outlook. In the video notice how this email has attachments that RedQuarry prompts you to save to the note if you want. Next the body of the email string is automatically brought in. You can edit anything you like at this point, or just click Save and move on with your day.

RedQuarry's cutting edge research management software is used by leading investment firms around the world to manage their investment process, due diligence files, documents, reporting, and research compliance.