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Average Ratings 0 Ratings

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ease
features
design
support

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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

ourshared P2P utilizes the capabilities of Microsoft SharePoint to deliver a highly adaptable, powerful, and user-friendly procure-to-pay system. This solution offers immediate financial visibility, enabling users to take charge of their budget and spending more effectively. TransRe has been benefiting from enhanced global operations thanks to Evolution Dynamic’s ourshared P2P application. Designed as an accelerator for Microsoft SharePoint, ourshared P2P significantly minimizes the time and effort involved in managing purchase orders, invoices, and credit notes, as well as their approval and posting to financial accounts. By utilizing SharePoint’s functionalities—such as multiple sites, custom pages, and built-in workflows—businesses can tailor intricate procure-to-pay processes to satisfy specific user and organizational needs, all while leveraging user-friendly Microsoft tools and standard templates. This customization allows for greater efficiency and alignment with various operational requirements.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft 365
Microsoft Outlook
Microsoft SharePoint

Integrations

Microsoft 365
Microsoft Outlook
Microsoft SharePoint

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$6500 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

Repstor

Founded

2012

Country

Ireland

Website

www.repstor.com/products/custodian/

Vendor Details

Company Name

Evolution Dynamic

Country

United Kingdom

Website

www.evolutiondynamic.com/Home/P2P

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

Product Features

Procurement

Asset Management
Auction Management
Bid Management
Budget Management
Catalog Management
Contract Management
Inventory Management
Invoice Processing
PunchOut
Purchase Order Management
Receiving
Requisitions & Approvals
Sourcing Management
Spend Management
Supplier Management

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