Using RFPIO® LookUp for Word, Excel and Outlook

RFPIO LookUp for Word, RFPIO LookUp for Excel and RFPIO LookUp for Outlook gives everyone at your organization access to content in RFPIO without having to directly log in to the application. They get subject-matter-expertise when they need it, where they need it. In just a few clicks, you can search the Answer Library for keywords and copy the information into a document, spreadsheet, or email. Using RFPIO with your favorite Microsoft applications saves time and reduces the risks of using inaccurate information.

Use cases:

• You want to use text approved by your Legal department in an email to a prospect
• You want to create a Word document with product information from your Answer Library

For more information, see:

• Setting Up RFPIO LookUp for Microsoft Word and Excel
• Setting Up RFPIO LookUp for Microsoft Outlook
• Connecting to RFPIO LookUp

Searching Content

You can search for Answer Library content using a keyword search as well as an advanced search by clicking the  icon.

Searching for Answer Library Content with Keyword from the Document

You can search for keywords in the document by selecting the keywords and then clicking the LookUp search icon. The result will be displayed as shown below:

Applying Answer Library Content

To apply Answer Library content, you can click on the content to open it and then click Apply icon associated with the content.

To copy and paste the content to the required area in the your document, click the Copy icon and then paste it in the required area.

Note: Copy-and-paste action will bring in the text along with its styles set in the Answer Library.

To view properties associated with the content, click the View Properties icon.