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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

CV Helpdesk is an advanced Help Desk and Ticket Management System designed specifically for Microsoft 365 and SharePoint. This single-tenant, GDPR-compliant solution operates completely within your Microsoft 365 environment, ensuring that there is no reliance on shared infrastructure or third-party data storage. Emails directed to a shared mailbox are seamlessly transformed into tickets, automatically capturing important details such as the sender, subject line, message body, and any attachments, eliminating the need for manual input. With features like automated ticket routing, SLA tracking, and real-time dashboards, it consolidates fragmented inboxes and spreadsheets into a cohesive support portal for employees. Exclusively tailored for Microsoft 365, this system does not require you to adapt to a new platform or undertake a steep learning curve, while also providing complete control over your data through the trusted governance tools of SharePoint. Additionally, its user-friendly interface ensures that teams can quickly navigate and utilize the system effectively.

Description

Intapp Documents revolutionizes Microsoft SharePoint by transforming it into a robust content management system tailored for enhancing collaboration on engagement documents within your firm. By seamlessly integrating with Microsoft 365, your teams gain straightforward access to engagement-focused SharePoint sites, allowing them to organize metadata in a way that leverages AI tools such as Microsoft Copilot, thus streamlining document collaboration workflows. This solution is specifically designed to cater to the preferences and requirements of your professionals, making document management simpler and collaboration more effective, all directly through Microsoft Outlook and SharePoint. By optimizing content management workflows to align with your firm’s operational style, Intapp Documents enhances the delivery of engagement services right from these platforms. Enjoy a holistic view of client work with content that syncs effortlessly across Microsoft 365, ensuring that your firm remains productive and connected. Ultimately, this integration not only boosts the return on investment for your Microsoft 365 resources but also enhances compatibility with other Intapp offerings, paving the way for a more integrated and efficient work environment. As a result, your firm can achieve greater engagement growth and improved operational efficiency.

API Access

Has API

API Access

Has API

Screenshots View All

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Integrations

Microsoft 365
Microsoft Copilot
Microsoft Outlook
Microsoft PowerPoint
Microsoft SharePoint
Microsoft Word

Integrations

Microsoft 365
Microsoft Copilot
Microsoft Outlook
Microsoft PowerPoint
Microsoft SharePoint
Microsoft Word

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Codevision Technologies Private Limited

Founded

2018

Country

India

Website

thecodevision.com

Vendor Details

Company Name

Intapp

Founded

2000

Country

United States

Website

www.intapp.com/documents/

Product Features

Help Desk

Alerts / Escalation
Automated Routing
Community Forums
Customizable Branding
Document Storage
Email Integration
IT Asset Management
Incident Management
Interaction Tracking
Knowledge Base
Known Issue Management
Live Chat
Multi-Channel Communication
Multiple Brands / Products
Network Monitoring
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management
Ticket Management

Product Features

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

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