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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 ELOenterprise?

ELOenterprise combines all vital features of document and records management with workflow automation found in ELOprofessional, while also offering enhanced enterprise integration and scalability. The platform includes extensive Enterprise Resource Planning (ERP) capabilities covering essential domains like accounting, finance, purchasing, inventory, and supply chain management. In addition, it supports customer communication through Exchange and fosters project collaboration via SharePoint, alongside connections to various custom and specialized systems. ELOenterprise integrates fluidly with your organization, enabling the automation of document archiving within Microsoft SharePoint libraries. Users can easily transfer data from SharePoint columns into ELO metadata, applying filters to control which documents are archived and when the archiving occurs. Moreover, it possesses the functionality to oversee email inboxes, systematically classifying and archiving important emails and attachments before they arrive in individual inboxes. This guarantees that crucial information is maintained in an orderly fashion and readily accessible. Such a streamlined process not only saves valuable time but also significantly boosts compliance and data management efficiency throughout the enterprise. By implementing ELOenterprise, organizations can achieve a more coherent and productive workflow, ultimately leading to improved operational success.

Media

Media

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 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

Ovitas

Date Founded

2004

Company Location

United States

Company Website

www.ovitas.com/products/eloenterprise/

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

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