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Ratings and Reviews 0 Ratings
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What is docuTRAK?
Clients can take advantage of the docuTRAK portal to make their requests and keep track of their status. It is vital to provide detailed instructions for each type of service to better assist clients in submitting their requests. Moreover, it is important to keep your staff updated on the latest policies and procedures, enabling HR to effectively manage and promote the sharing of information among team members. In addition to simply documenting actions within a workflow case, docuTRAK provides a “snapshot view” that displays all documents related to that case for quick reference. Supervisors can also access their team members' inboxes to review activities and reassign cases if needed. The system enhances accountability by tracking consultation requests from all users. docuTRAK Online serves as a powerful business collaboration platform, with all documents organized in a centralized registry, which supports various actions across multiple workflows. This interconnected approach not only simplifies processes but also encourages effective communication throughout the organization. By utilizing docuTRAK, businesses can significantly improve their operational efficiency and client service experience.
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.
Integrations Supported
Android
Apple iOS
Chrome OS
Microsoft 365
Microsoft Copilot
Microsoft Outlook
Microsoft SharePoint
Microsoft Word
Mozilla Firefox
PowerPoint
Integrations Supported
Android
Apple iOS
Chrome OS
Microsoft 365
Microsoft Copilot
Microsoft Outlook
Microsoft SharePoint
Microsoft Word
Mozilla Firefox
PowerPoint
API Availability
Has API
API Availability
Has API
Pricing Information
$500 per license
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
docuTRAK
Date Founded
1991
Company Location
Jordan
Company Website
www.docutrak.net
Company Facts
Organization Name
Intapp
Date Founded
2000
Company Location
United States
Company Website
www.intapp.com/documents/
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
Legal Document Management
Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control