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What is ShareMethods?
The updated sales presentation, latest marketing materials, and crucial sales proposal are all easily accessible in the document cloud for various teams, including marketing, sales, support, business partners, and clients, regardless of their location. ShareMethods® delivers a streamlined and secure method for document management and sharing that is available around the clock. By leveraging ShareMethods’ on-demand solutions, companies can drastically decrease time, costs, and stress while boosting revenue and profit margins. The era of managing complicated emails filled with attachments and struggling with overly intricate and expensive software is over. ShareMethods offers a cost-effective and intuitive platform that combines numerous features typically found in enterprise-grade products, yet without the cumbersome deployment processes or exorbitant costs. There is a clear distinction between complex, pricey document management systems and basic collaboration tools that fall short on essential functionalities, positioning ShareMethods as a crucial asset in the current business landscape. This makes it the perfect solution for organizations aiming to enhance efficiency while retaining essential capabilities. Ultimately, adopting ShareMethods can transform how businesses handle their documentation needs.
What is Inogic SharePoint Security Sync?
Integrate security privileges between Dynamics 365 CRM and SharePoint to mitigate risks associated with document and attachment storage in SharePoint, ensuring that access to SharePoint aligns with the security levels established in Dynamics 365 CRM. Additionally, any adjustments made to security privileges in Dynamics 365 CRM must be reflected in SharePoint promptly.
Key Features:
- **Security Management**: Access to SharePoint folders is governed by the security roles assigned in Dynamics 365 CRM.
- **Real-Time Synchronization**: Privileges are automatically updated whenever user access changes, such as when a record is shared or a user is added to a team.
- **Historic Folder Security**: Existing folders linked to Dynamics 365 CRM records will have their security privileges synchronized to maintain consistency.
- **Support for Multiple SharePoint Sites and Folders**: Users can connect and manage files across various SharePoint sites and folders simultaneously.
- **Drag & Drop Functionality**: A user-friendly interface allows for the easy upload of multiple files and folders through a simple drag and drop action.
- **Link Generation**: Create anonymous links for documents to facilitate sharing outside your organization securely.
- **Email Integration**: Send files as attachments or links directly from Dynamics 365 CRM, streamlining the process without the need for multiple clicks to download and attach documents.
- **Comprehensive File Management**: Users can conduct deep searches, view, rename, and delete files within SharePoint, enhancing overall file handling capabilities.
Integrations Supported
API Availability
API Availability
Pricing Information
$15 per month
Pricing Information
Pricing not provided
Free Trial Offered?
Supported Platforms
SaaS
Supported Platforms
SaaS
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Standard Support
Web-Based Support
Training Options
Documentation Hub
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
Company Facts
Organization Name
ShareMethods
Date Founded
2003
Company Location
United States
Company Website
www.sharemethods.com
Company Facts
Organization Name
Inogic Tech
Date Founded
2006
Company Location
India
Company Website
bit.ly/3s90DdO
Categories and Features
Collaboration
Calendar Management
Content Management
Document Management
Real Time Editing
Version Control
Video Conferencing
Content Management
Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
Text Editor
Version Control
Video Content
Website Management
Document Management
Access Controls
Collaboration Tools
Compliance Tracking
Document Archiving
Document Indexing
Document Retention
Electronic Signature
File Recovery
File Type Conversion
Full Text Search
Offline Access
Optical Character Recognition
Version Control
Categories and Features
File Sync
Real Time Synchronization