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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

Consolidate all your events from various sources such as Exchange Calendar (Outlook), Google Calendar, SalesForce Calendar, SharePoint Lists, SQL Tables, and XML into a single, user-friendly interface that offers diverse viewing options for easier navigation and reference. Seamlessly manage multiple Office 365 Calendars within SharePoint Online and MS Teams using the Virto Calendar Overlay App, which ensures quick access to all your calendars from one central hub. Enhance the efficiency of your marketing team by utilizing two innovative Virto applications. Streamline your SharePoint tasks with a comprehensive and customizable project management solution that allows for tasks to be displayed and organized in a Gantt chart format. The Office 365 Gantt Chart App enables you to visualize the relationships between your team's tasks over time by converting SharePoint list items into a Gantt chart view. Additionally, the SharePoint Bulk File Upload Web Part simplifies the process of uploading numerous files or documents to a SharePoint document library, making file management straightforward and efficient. This integration not only improves productivity but also enhances collaboration across departments, ensuring that everyone stays on the same page.

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

$299 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

VirtoSoftware

Founded

2000

Country

United States

Website

www.virtosoftware.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

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

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