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Average Ratings 0 Ratings

Total
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

Experience the extensive advantages of PDFs, such as their fixed layout, print-friendly design, efficient archival capabilities, compliance adherence, and accessibility features, along with support for attachments, business processes, workflow actions, digital signatures, and notifications. PDF Share Forms transforms intricate SharePoint forms into a more user-friendly experience. The solution not only allows for automatic extraction of form field data and synchronization with SharePoint columns but also facilitates the integration of various external data sources. You can utilize SharePoint lists or outside databases to create cascading drop-down menus. This is the only PDF form product line designed to empower non-developers while still meeting the demands for sophisticated and compliant SharePoint forms. Integration of forms like W9 and I9 (Employment Verification Form) is quick and efficient, taking less than two minutes to get started. These forms are compatible with mobile devices and can function both online and offline. Additionally, you have the flexibility to deploy and synchronize PDF forms to your own SharePoint server or opt for a cloud-based solution for enhanced accessibility and convenience.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft SharePoint Yes 
IRI Data Protector Suite No 
Microsoft 365 Yes 
Microsoft Copilot Yes 
Microsoft Outlook Yes 
Microsoft PowerPoint Yes 
Microsoft Word Yes 

Integrations

Microsoft SharePoint Yes 
IRI Data Protector Suite Yes 
Microsoft 365 No 
Microsoft Copilot No 
Microsoft Outlook No 
Microsoft PowerPoint No 
Microsoft Word No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$995 per year
Free Trial Yes 
Free Version Yes 

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 Yes 
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 Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Intapp

Founded

2000

Country

United States

Website

www.intapp.com/documents/

Vendor Details

Company Name

PDF Share Forms

Founded

2010

Country

United States

Website

www.pdfshareforms.com

Product Features

Legal Document Management

Access Controls No 
Archiving & Retention No 
Collaboration No 
Contract Management No 
Document Assembly No 
Document Indexing No 
Document Tagging No 
Full Text Search No 
Version Control No 

Product Features

Business Process Management

Access Controls / Permissions No 
Alerts / Notifications No 
Business Process Automation No 
Business Rules Management No 
Collaboration Yes 
Process Change Tracking No 
Process Mapping No 
Process Modeling & Design No 
Visual Workflow Management No 

Forms Automation

Approval Process Control No 
Archiving & Retention Yes 
Collaboration Yes 
Document Indexing No 
Drag & Drop No 
Full Text Search No 
Remote Document Access Yes 
Rules-Based Workflow Yes 
Text Editing Yes 
Version Control No 

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