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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 Colligo Briefcase?
Facilitate access to essential content for mobile and field workers by leveraging offline caching features, regardless of their connectivity conditions. Users are empowered to view, modify, upload, and share a variety of SharePoint materials, such as documents, images, and emails. Boost the efficiency of mobile employees and foster collaboration through user-friendly search and sharing functionalities. The Briefcase SharePoint desktop application provides a means for users to track site activities and access all content stored in the Microsoft 365/SharePoint environment, even when they are offline. SmartSync technology plays a crucial role in automatically detecting and resolving any conflicts, guaranteeing that users can always retrieve the latest content, even in offline mode. Additionally, support for a Bring Your Own Device (BYOD) policy is enhanced without compromising compliance with information management regulations. Administrators have the capability to centrally oversee user and synchronization settings while distributing content to targeted user groups, simplifying the entire workflow. This all-encompassing system not only streamlines operations but also empowers teams to maximize their productivity, regardless of their geographical location or internet availability. Ultimately, it creates a more flexible and adaptable working environment for all users.
Integrations Supported
Microsoft 365
Microsoft SharePoint
Microsoft Copilot
Microsoft Outlook
Microsoft PowerPoint
Microsoft Teams
Microsoft Word
Integrations Supported
Microsoft 365
Microsoft SharePoint
Microsoft Copilot
Microsoft Outlook
Microsoft PowerPoint
Microsoft Teams
Microsoft Word
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
Intapp
Date Founded
2000
Company Location
United States
Company Website
www.intapp.com/documents/
Company Facts
Organization Name
Colligo
Date Founded
2000
Company Location
Canada
Company Website
www.colligo.com/sharepoint-app/sharepoint-mobile-app/
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
Enterprise Content Management (ECM)
Archiving & Retention
Collaboration Tools
Content Lifecycle Management
Digital Asset Management
Document Management
Electronic Signature
Information Governance
Mobile Access
Search
Version Control
Workflow Management
Mobile Content Management System
Data Synchronization
Document Management
File Sharing
Mobile Capture
Offline Access
Permission Management
Personalization
Search
Templates
Version Control