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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

process4.biz is fully integrated with Microsoft Visio, offering a user-friendly graphical interface that encompasses all database and repository functions. Designed to support client capabilities, our tool excels in multi-user environments, a feature that has proven effective in both large and enterprise-level organizations. It facilitates redundancy-free modeling of all data, allowing changes to be made centrally and reflected across the entire data model seamlessly. Furthermore, process4.biz integrates effortlessly with Microsoft Visio, Office, SharePoint, and Exchange, supporting both 32-bit and 64-bit versions. Additionally, the platform features a built-in workflow for multi-tiered, customizable approval management, which can be further enhanced with workflows based on Microsoft SharePoint when needed. Version management in process4.biz can be utilized independently of Microsoft SharePoint or in conjunction with it, ensuring optimal functionality alongside approval management processes. Overall, process4.biz streamlines collaboration and enhances productivity, making it an invaluable tool for organizations of all sizes.

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

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

Repstor

Founded

2012

Country

Ireland

Website

www.repstor.com/products/custodian/

Vendor Details

Company Name

process4.biz

Founded

2003

Country

Austria

Website

www.process4.biz

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

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

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