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What is Cloudwork?

Distribute documents with distinct levels of access, including read-only, review, comment, and full access, and allow for the assignment of either individual permissions or team access with a single click for convenience. Additionally, you can create secure links for external users to enhance accessibility. Leverage integrated online editors for crafting and editing text documents, spreadsheets, and presentations, ensuring they are fully compatible with Microsoft formats. Streamline the organization of emails into your LEGALX document management system, while effortlessly implementing rules for automated email filing and folder mapping. This system guarantees that all files within the specified folders are kept organized, up-to-date, and easily accessible across cloud storage, mobile devices, and local computers. You also have the ability to define and maintain directory structures to ensure consistent file organization across all platforms. On top of that, foster secure communication with your team through personal messages or group chats, and establish dedicated virtual workspaces for each project, complete with access controls and a comprehensive audit trail. To further enhance collaboration, the platform supports secure video meetings that can host multiple participants, featuring options such as screen sharing, recording capabilities, and waiting rooms, fostering a productive setting for all involved. Moreover, this robust system facilitates the seamless integration of various communication tools, significantly boosting overall project management efficiency while keeping all stakeholders informed and engaged.

What is Attach2Dynamics?

Attach2Dynamics is a document management solution that facilitates the effortless management of attachments across various cloud storage platforms, including SharePoint, Dropbox, and Azure Blob Storage, while seamlessly integrating with Dynamics 365 CRM. Users can easily drag and drop files, or select multiple files or a single folder for upload to their preferred cloud storage. The interface is designed for convenience, enabling users to view all files and folders linked to the current record in the configured cloud storage. In addition to these features, you have the ability to rename, email, delete, and preview files or folders, as well as generate shareable hyperlinks for easy distribution to others directly from Dynamics 365 CRM. This comprehensive functionality streamlines workflow and enhances collaboration among team members.

Media

Media

No images available

Integrations Supported

Azure Blob Storage
Dropbox
Microsoft Dynamics 365
Microsoft SharePoint

Integrations Supported

Azure Blob Storage
Dropbox
Microsoft Dynamics 365
Microsoft SharePoint

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Cloudwork

Date Founded

2018

Company Location

China

Company Website

cloudwork.ai/product

Company Facts

Organization Name

Inogic

Date Founded

2006

Company Location

India

Company Website

www.inogic.com

Categories and Features

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Categories and Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

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