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Average Ratings 0 Ratings

Total
ease
features
design
support

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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

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft 365
Microsoft Outlook
Microsoft SharePoint

Integrations

Microsoft 365
Microsoft Outlook
Microsoft SharePoint

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

Repstor

Founded

2012

Country

Ireland

Website

www.repstor.com/products/custodian/

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 Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

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