Skip to content

The time saving tool you need now: Microsoft Office Toolset for CM

We know you’re busy and we want to help. That’s why we’ve developed a toolset to help you work more efficiently.

Using our Microsoft Office Toolset you can upload emails, documents and spreadsheets directly to Consultation Manager. All without having to leave what you’re working on.

Click here to install the Toolset

How will the Microsoft Office Toolset help me?

  • Save time
  • Reduce stress
  • Stop double handling data
  • Focus more on the task at hand

Here’s how it works:


To share an email to CM

1. When you are ready to send your email, click the CM icon ‘add then send’

2. A CM window will pop up prompting you to log in if you are not already

3. Select the attachments, project, event, issues, stakeholders and team members that the email is related to

4. Click ‘add then send’

This also works for emails that you have received into your inbox.

Diagram displaying how to login to Consultation Manager with the Microsoft Office toolset in Outlook
Figure 1. Microsoft Outlook: to upload emails to Consultation Manager, click the CM icon, login and assign related details.

Word and Excel

To upload a Word document or Excel sheet to CM

1. Save what you are working on

2. Click the CM icon

3. Assign the document or sheet to a project

4. Done

Learn how organisations manage small and large scale engagement projects. Download the free information sheet for your industry.


Announcing Our New Social Pinpoint Integration
Notes from the CEO: Information Silos and the Key Person Problem
7 Benefits (and some Common Pitfalls) of Stakeholder Databases
DIY or Buy? How to Choose a Stakeholder Management System

Subscribe to
our newsletter.

We send out a monthly round-up of the best stakeholder relationship management insights and trends. And, we promise that is all you will receive.

The latest stakeholder management insights

10 Tips to Successfully Track and Monitor Stakeholder Engagement

Do you monitor how frequently you communicate with your stakeholders? If not, then understanding how you can successfully track and monitor your stakeholder engagement should be a priority.

Conducting an Environmental Impact Assessment with your SRM

Understanding and gathering the unique insights, concerns, and suggestions from affected stakeholders is critical for the EIA process. Here is how an SRM will help.

Why Spreadsheets Will Disrupt Stakeholder Data Management

Stakeholder engagement is not static, and therefore, a static solution such as a spreadsheets will disrupt your stakeholder data management.

Start building better
stakeholder relationships.

Request a demo today.