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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Create rich, responsive forms for SharePoint Online in Office 365 or SharePoint 2019 on-premises. You can create business forms of any complexity for public websites with anonymous access or SharePoint Online and SharePoint 2019. The HTML widget can be copied and pasted to render the form. Compatible with all major platforms - Wordpress and Squarespace, Google sites, Squarespace, Wix, Google Sites, Squarespace, etc. You can also share a link to your form. Send the data to Zapier or Flow. You can choose from hundreds of connectors and perform any action. You can save submissions to your account, open them as forms, or export them to CSV for building reports. You can add dozens of fields to your form, split them into tabs or in a wizard and adjust JavaScript validation. No matter what your requirements might be, our forms can meet them. You can download templates from our website and modify them to fit your needs. These templates already contain some basic custom logic. However, it is possible to modify or remove it.

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 OneDrive
Microsoft Outlook
Microsoft SharePoint
Plumsail Documents
Stackreaction
Zapier

Integrations

Microsoft 365
Microsoft OneDrive
Microsoft Outlook
Microsoft SharePoint
Plumsail Documents
Stackreaction
Zapier

Pricing Details

$15 per month
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

Plumsail

Founded

2011

Country

US

Website

plumsail.com/forms/

Vendor Details

Company Name

Repstor

Founded

2012

Country

Ireland

Website

www.repstor.com/products/custodian/

Product Features

Online Form Builders

Artificial Intelligence
Assign Roles / Permissions
Collaboration Tools
Conversational Forms
Data Tables
Drag & Drop / No Code
Export to PDF
HIPAA Compliant
Import Existing Forms
Mobile Forms
Offline Forms
Pre-made Templates
Quizzes / Questionnaires
Reporting / Data Visualization
Signup Forms
Surveys

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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