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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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.

Description

Effortlessly create documents directly from your SharePoint lists or libraries, allowing for the rapid generation of proposals, presentations, and reports without any errors. You can easily export chosen SharePoint elements, views, or entire lists into customizable Word reports, incorporating specific metadata, charts, images, and additional features. With the ability to refresh content without needing to open the files, you can eliminate the hassle of copy-pasting, manual entry, and other tedious tasks. Seamlessly perform mail merges for business letters, labels, tailored proposals, contracts, worksheets, and much more. You have the flexibility to compile a document from various items, generate individual documents for each SharePoint list item, or merge multiple documents into a single file. Additionally, you can break down frequently used content into smaller sections and then combine them into cohesive documents by simply checking boxes. Within seconds, you can assemble personalized Word documents or PowerPoint presentations, streamlining your workflow and enhancing productivity remarkably. This innovative approach saves valuable time and ensures accuracy in all your documentation needs.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

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

$999 one-time payment
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

Intapp

Founded

2000

Country

United States

Website

www.intapp.com/documents/

Vendor Details

Company Name

EnovaPoint

Founded

2007

Country

Lithuania

Website

www.enovapoint.com

Product Features

Legal Document Management

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

Product Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

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