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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
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
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