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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

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft 365 Yes 
Microsoft Copilot Yes 
Microsoft Outlook Yes 
Microsoft PowerPoint Yes 
Microsoft SharePoint Yes 
Microsoft Word Yes 

Integrations

Microsoft 365 No 
Microsoft Copilot No 
Microsoft Outlook No 
Microsoft PowerPoint No 
Microsoft SharePoint No 
Microsoft Word No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$299 one-time payment
Free Trial No 
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 No 
Live Training (Online) No 
In Person No 

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 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

Project Management

Agile Methodologies Yes 
Budget Management No 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking No 
Portfolio Management Yes 
Resource Management Yes 
Time & Expense Tracking No 
Traditional Methodologies Yes 

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