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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 CoreSuite?

Discover all-in-one management tools for Microsoft 365, previously known as Office 365, with CoreSuite, which equips you to enhance automation, delegation, security, and productivity within your organization. With CoreSuite, M365 administrative responsibilities can be efficiently shared among diverse locations and a vast workforce in large enterprises. Its unified platform simplifies the delegation of administrative duties, automates alert systems, and promotes user adoption seamlessly. Users benefit from a consolidated dashboard that enables smooth transitions between various tasks, including chargeback calculations, proactive data breach prevention, employee onboarding, and monitoring sustained product adoption over time. This comprehensive approach not only streamlines processes but also empowers organizations to maximize their utilization of Microsoft 365.

Media

Media

Integrations Supported

Microsoft 365
Adobe Acrobat
Box
Expensify
GoTo Meeting
Microsoft Copilot
Microsoft Outlook
Microsoft PowerPoint
Microsoft SharePoint
Microsoft Word
NetSuite
Okta
Salesforce
ServiceNow
Slack
Zendesk
Zoom

Integrations Supported

Microsoft 365
Adobe Acrobat
Box
Expensify
GoTo Meeting
Microsoft Copilot
Microsoft Outlook
Microsoft PowerPoint
Microsoft SharePoint
Microsoft Word
NetSuite
Okta
Salesforce
ServiceNow
Slack
Zendesk
Zoom

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

CoreView

Date Founded

2014

Company Location

United States

Company Website

www.coreview.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

Compliance

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

IT Management

Capacity Monitoring
Compliance Management
Event Logs
Hardware Inventory
IT Budgeting
License Management
Patch Management
Remote Access
Scheduling
Software Inventory
User Activity Monitoring

License Management

Automatic SKU Recognition
Central LM Server
Copy Protection
History Tracking
Node Management
Online Activation
Portable License
Sarbanes-Oxley Compliance
Timing Rights
Trial License

SaaS Management

License Management
Onboarding
Renewal Management
SaaS Operations Management
Shadow IT Detection
Spend Management
Subscription Management
Usage Tracking / Analytics
Vendor Management

User Provisioning and Governance

Access Governance
Access Verification Workflow
Audits / Reports
Automatic Provisioning / Deprovisioning
Delegated Access Authorization
Identity Synchronization
Lifecycle Management
Multi-Factor Authentication (MFA)
Password Management
Policy Enforcement
Single Sign-On (SSO)
User Self-Service

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