Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
Workpro does everything you need, and nothing you don’t.
This is case management as it should be.
Integrate with web forms, social media and company systems. Create, edit and save correspondence without leaving the case. All in an intuitive system trusted by some of the UK’s leading organisations.
Consistent, compliant complaints handling:
To help you get it right, Workpro provides an all-in-one solution that lets you track and manage every complaint. Know exactly who's doing what and when, using centralised dashboards that your whole team can access.
Go beyond your standard HR system:
Automate processes, track timescales at a glance and generate reports – all giving you the control and consistency you need to make sure you’re dealing with employees fairly, each and every time.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft 365
Yes
Microsoft Outlook
Yes
Microsoft SharePoint
Yes
Oncore
No
Integrations
Microsoft 365
No
Microsoft Outlook
No
Microsoft SharePoint
No
Oncore
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
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
Repstor
Founded
2012
Country
Ireland
Website
www.repstor.com/products/custodian/
Vendor Details
Company Name
Workpro
Founded
1969
Country
United Kingdom
Website
www.workpro.com
Product Features
Legal Case Management
Billing Management
No
Calendar Management
No
Case Notes
No
Client Management
No
Communication Tracking
No
Conflict Management
No
Corporations
No
Court Management
No
Discovery Management
No
Docket Management
No
Document Management
No
Expense Tracking
No
Government
No
Law Firms
No
Records Management
No
Task Management
No
Time Tracking
No
Trust Accounting
No
Product Features
Complaint Management
Case Management
Yes
Complaint Classification
Yes
Corrective Actions (CAPA)
Yes
Customer Complaint Tracking
Yes
Feedback Management
Yes
Forms Management
No
Issue Tracking
Yes
Quality Assurance Management
Yes
Routing
No
Self Service Portal
Yes
Social Media Monitoring
No
Survey Management
No
HR Employee File Management
Access Controls
No
Centralized Employee Files
No
Dashboard
Yes
Email Notifications
Yes
Paper & Digital
No
Regulatory Compliance
Yes
Retention Settings
No
Search
Yes
Sharing Spaces
No
Signature
No