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Description
Streamline the management of various document types in a distinctive manner, ensuring you can locate the documents you require in an instant while enhancing access controls and monitoring usage for each file. With thousands of users relying on DocShare every day, this document management solution simplifies the process of sharing files with external parties. Customize DocShare to fit your specific requirements rather than adapting to a preset structure, as the flexible configuration supports unique projects tailored to each client. Embrace the digital transformation by refining your processes to align with modern demands, leveraging DocShare's features to enhance collaboration among your team members. Each user benefits from a personal dashboard that showcases their recent activities and provides quick access to their ongoing projects. Automatically recognize, extract metadata, and categorize documents without needing user input, thanks to our sophisticated OCR powered by artificial intelligence and machine learning technologies. This approach not only automates and improves efficiency but also minimizes repetitive tasks, leading to increased productivity and a rapid return on investment. By adopting such innovative tools, organizations can ensure a smoother workflow and better document management overall.
Description
Custodian oversees and safeguards your case and email data in Microsoft 365 by enhancing SharePoint's functionality to facilitate efficient case management. It offers secure and user-friendly tools for managing cases directly within Microsoft 365, which are conveniently accessible through Microsoft Outlook. Users have the ability to utilize SharePoint sites and lists for the storage of case-related content. Each case type can be easily and consistently structured with metadata, workflows, and policies. Additionally, it allows the creation of case templates tailored for various case types, providing essential frameworks for new cases. The flexibility of these templates, combined with the straightforward provisioning of cases and the capacity to display case documents in Outlook via a robust client, empowers organizations to adopt custodian for seamless SharePoint case management that users find intuitive and beneficial. This streamlined approach not only enhances productivity but also fosters a culture of effective case handling within the organization.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Microsoft 365
Yes
Microsoft Outlook
No
Microsoft SharePoint
No
VIDchain
Yes
VIDsigner
Yes
Integrations
Microsoft 365
Yes
Microsoft Outlook
Yes
Microsoft SharePoint
Yes
VIDchain
No
VIDsigner
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
DocShare
Country
Spain
Website
www.docshare.es/
Vendor Details
Company Name
Repstor
Founded
2012
Country
Ireland
Website
www.repstor.com/products/custodian/
Product Features
Document Management
Access Controls
No
Archiving & Retention
No
Collaboration Tools
Yes
Compliance Tracking
No
Document Archiving
No
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
No
Electronic Signature
No
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No
Product Features
Legal Case Management
Billing Management
No
Calendar Management
No
Case Notes
No
Client Management
No
Communication Tracking
No
Conflict Management
No
Corporations
No
Court Management
No
Discovery Management
No
Docket Management
No
Document Management
No
Expense Tracking
No
Government
No
Law Firms
No
Records Management
No
Task Management
No
Time Tracking
No
Trust Accounting
No
