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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 CV Helpdesk?

CV Helpdesk is a sophisticated Ticket Management and Help Desk solution crafted specifically for Microsoft 365 and SharePoint environments. This single-tenant system complies with GDPR regulations and functions entirely within your Microsoft 365 ecosystem, eliminating dependence on shared resources or external data storage. Emails sent to a shared mailbox are effortlessly converted into tickets, capturing essential information like the sender's details, subject, message content, and attachments without any manual effort required. With capabilities such as automatic ticket assignment, SLA monitoring, and live dashboards, it streamlines disjointed inboxes and spreadsheets into a unified support portal for users. Designed specifically for Microsoft 365, the system allows you to maintain familiarity without needing to switch to a new platform or face a steep learning curve, while also granting full control over your data via SharePoint's reliable governance tools. Moreover, the intuitive interface allows teams to quickly adapt and make effective use of the system, enhancing productivity and support efficiency. This adaptability ensures that even those less tech-savvy can engage with the system effortlessly.

Media

Media

No images available

Integrations Supported

Microsoft 365
Microsoft Copilot
Microsoft Outlook
Microsoft PowerPoint
Microsoft SharePoint
Microsoft Word

Integrations Supported

Microsoft 365
Microsoft Copilot
Microsoft Outlook
Microsoft PowerPoint
Microsoft SharePoint
Microsoft Word

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

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

Codevision Technologies Private Limited

Date Founded

2018

Company Location

India

Company Website

thecodevision.com

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

Help Desk

Alerts / Escalation
Automated Routing
Community Forums
Customizable Branding
Document Storage
Email Integration
IT Asset Management
Incident Management
Interaction Tracking
Knowledge Base
Known Issue Management
Live Chat
Multi-Channel Communication
Multiple Brands / Products
Network Monitoring
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management
Ticket Management

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