Product Overview
Documents
Intapp Documents turns Microsoft SharePoint into a purpose-built document management system that serves the unique needs of professional services firms. Intapp Documents orchestrates content management across all of your data sources to provide full lifecycle visibility and enhanced collaboration, and lets you use Microsoft Outlook, Teams, and SharePoint to create shared content and collaborate using customized user experiences with built-in file synchronization and interoperability.
Specifications
Engagement centric document libraries :
Automatically create a Microsoft Share Point site and document library when registering a new client or engagement in upstream system such intapp intake, practice management system, or financial management system.
Access and Synchronize content :
Extend Microsoft Outlook functionality beyond email by providing access content system using the same familiar interface and access microsoft sharepoint and other repositories. Edit and collaborate on files while intapp documents automatically synchronizes change back to content repository.
Automated email filing :
Mininize time spent traversing complex hierarchies and large folder structures by fiing emails to the appropriate Microsoft share point engagement folder via assisted filing functionality that sugges filing location based on contect analysis and context of the documents.
Product Reference
Add Review
Profile Deletion
Warning message : Are you sure that you want to delete your Prospectwiki account? Please note that there is no option to restore the account or data nor reuse the username once deleted. Your account will be permanently deleted within 2 Working days.
Welcome to Prospectwiki
WhatsApp
LinkedIn
Facebook
X
Email