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Description
ELOenterprise encompasses all the essential capabilities of document and records management along with workflow automation that are present in ELOprofessional, in addition to providing robust enterprise integration and scalability. It includes comprehensive Enterprise Resource Planning (ERP) functionalities for areas such as accounting, finance, purchasing, inventory, and supply chain management, while also facilitating communication with customers through Exchange and promoting project collaboration via SharePoint, along with connections to custom and specialized systems. ELOenterprise seamlessly integrates with your organization, allowing for the automation of document archiving within Microsoft SharePoint libraries through ELO. Users can efficiently transfer data from SharePoint columns into ELO metadata, applying filters to manage which documents are archived and the timing of the archiving process. Furthermore, it offers the capability to monitor email inboxes, automatically classifying and archiving essential communications and their attachments before they reach individual inboxes, ensuring that critical information is preserved in an organized manner. This streamlined approach not only saves time but also enhances compliance and data management across the enterprise.
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
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
Ovitas
Founded
2004
Country
United States
Website
www.ovitas.com/products/eloenterprise/
Vendor Details
Company Name
Intapp
Founded
2000
Country
United States
Website
www.intapp.com/documents/
Product Features
Enterprise Content Management (ECM)
Archiving & Retention
Collaboration Tools
Content Lifecycle Management
Digital Asset Management
Document Management
Electronic Signature
Information Governance
Mobile Access
Search
Version Control
Workflow Management
Product Features
Legal Document Management
Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control