Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • QuickApps Reviews & Ratings
    Company Website
  • Microsoft 365 Reviews & Ratings
    19,939 Ratings
  • Expedience Software Reviews & Ratings
    33 Ratings
    Company Website
  • SmartDraw Reviews & Ratings
    526 Ratings
    Company Website
  • Canopy Reviews & Ratings
    952 Ratings
    Company Website
  • BrandMail Reviews & Ratings
    323 Ratings
    Company Website
  • Diplomat Managed File Transfer Reviews & Ratings
    47 Ratings
    Company Website
  • Filejet Reviews & Ratings
    38 Ratings
    Company Website
  • HERE Enterprise Browser Reviews & Ratings
    2 Ratings
    Company Website
  • StackAI Reviews & Ratings
    53 Ratings
    Company Website

What is Intapp Documents?

Intapp Documents transforms Microsoft SharePoint into a powerful content management system designed specifically to improve collaboration on engagement documents within your organization. By integrating smoothly with Microsoft 365, your teams can easily access SharePoint sites focused on engagements, enabling them to organize metadata effectively while utilizing AI tools like Microsoft Copilot to enhance document collaboration workflows. This innovative solution is crafted to meet the unique preferences and needs of your professionals, simplifying document management and fostering more effective teamwork directly through Microsoft Outlook and SharePoint. By streamlining content management workflows to fit your firm's operational style, Intapp Documents improves the delivery of engagement services using these familiar platforms. Experience a comprehensive view of client work with content that effortlessly syncs across Microsoft 365, ensuring your firm stays productive and well-connected. This integration not only maximizes the return on investment for your Microsoft 365 resources, but it also enhances compatibility with other offerings from Intapp, leading to a more cohesive and efficient work environment. Consequently, your firm can expect to see significant growth in engagement and operational efficiency, paving the way for a future where collaboration and productivity thrive. With these advancements, teams can navigate complex projects with ease, ultimately driving success and innovation within the organization.

What is BI Service for SharePoint?

You can choose to leverage your existing investments in Power BI or opt to use it as a standalone tool. By configuring your pages with the report viewer web part, you can design captivating dashboards for SharePoint users, empowering them to collaborate with accurate and trustworthy data. These SharePoint page dashboards are also viewable on mobile browsers, facilitating access to information and allowing for inquiries while on the go. Furthermore, you can save your reports in multiple formats including Word, Excel, PDF, and PowerPoint among others. With the option for scheduled delivery, you can have your most important reports sent directly to your email or published to a document library for seamless distribution. The system supports Microsoft SSRS 2008R2 or later, making it easy to migrate your current reports. Additionally, it seamlessly integrates with Microsoft's Power BI Report Server, should you choose to move away from the BI Service at a later date. Reports and dashboards can be tailored to automatically filter content based on the user’s identity or their location within SharePoint, thereby improving the overall user experience. This flexibility guarantees that your reporting solutions stay pertinent and customized to meet the specific needs of your audience, ensuring ongoing engagement and effectiveness. Overall, such adaptability not only enhances usability but also fosters a more informed decision-making process within your organization.

Media

Media

Integrations Supported

Microsoft 365
Microsoft PowerPoint
Microsoft SharePoint
Microsoft Word
GEN-OPS1
Inhubber
Kontainer
Microsoft Azure
Microsoft Copilot
Microsoft Excel
Microsoft Outlook
Microsoft Power BI
Oracle Cloud Infrastructure
ProjectSync
Quickwork
SAP Cloud Platform

Integrations Supported

Microsoft 365
Microsoft PowerPoint
Microsoft SharePoint
Microsoft Word
GEN-OPS1
Inhubber
Kontainer
Microsoft Azure
Microsoft Copilot
Microsoft Excel
Microsoft Outlook
Microsoft Power BI
Oracle Cloud Infrastructure
ProjectSync
Quickwork
SAP Cloud Platform

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$100 per month
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

Intapp

Date Founded

2000

Company Location

United States

Company Website

www.intapp.com/documents/

Company Facts

Organization Name

ThorApps

Date Founded

2012

Company Location

Australia

Company Website

www.thorapps.com/bi-service-ssrs-reports-sharepoint

Categories and Features

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Categories and Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Popular Alternatives

Popular Alternatives

KEY360 Reviews & Ratings

KEY360

KEY360 Management Platform
remiCrystal Reviews & Ratings

remiCrystal

remiWare
imDocShare Reviews & Ratings

imDocShare

KLoBot
Quest Content Matrix Reviews & Ratings

Quest Content Matrix

Quest Software