Inogic SharePoint Security SyncInogic Tech
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Related Products
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About
Collecting electronic files from your clients is hard work. They don't have the same software. Email is messy and insecure. Use a branded upload page with drag and drop functionality to gather and organize content. Spend more time on important tasks and less time worrying about logistics and security. Easily receive digital documents, photos, and videos from clients no matter what software they use. All uploaded files go straight to your cloud storage and are collected under your client's name. No more lost files and time-consuming searches. File Request Pro connects with OneDrive, SharePoint, GoogleDrive and Google Docs. Get set up in 5 minutes. Organise personal details, bank statements and other financial documents direct in your cloud storage. Improve the customer experience and spend more time on your core competencies. Lending and mortgage. Spend more time closing deals and less time on paperwork. Quickly collect and organise bank statements, ID documents, pay slips.
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About
Sync Dynamics 365 CRM and SharePoint security privileges to diminish security risk while storing documents/attachments in SharePoint. Restrict user’s level of access in SharePoint to the same level that is assigned to them in Dynamics 365 CRM. Furthermore, replicate any changes made to Dynamics 365 CRM security privileges in SharePoint.
Integrate with SharePoint, Dropbox or Azure Blob as the cloud storage location for your files and attachments.
Drag and drop multiple files and folders to upload them all at once.
Generate anonymous links to the documents to share outside of the organization.
Directly email the files as attachments or links to documents from within CRM.
Upload, Rename, Delete & Search files from cloud storage.
Bulk Migrate Note/Email/Sales Literature attachments to the configured cloud storage.
Security Template to control user privileges to the various actions discussed above.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Organizations that need a document collection platform
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Audience
Dynamics 365 users
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$49 per month
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationFile Request Pro
Founded: 2019
United States
filerequestpro.com
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Company InformationInogic Tech
Founded: 2006
India
bit.ly/3s90DdO
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Categories |
Categories |
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File Sync Features
Audit Trail
Backup and Recovery
Conflict Detection
Real Time Synchronization
Remote Synchronization
Synchronization Scheduling
Two-Way Synchronization
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Integrations
Microsoft SharePoint
Dropbox
Google Drive
Microsoft Dynamics 365
Microsoft OneDrive
Squarespace
Weebly
Wix
WordPress
Zapier
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Integrations
Microsoft SharePoint
Dropbox
Google Drive
Microsoft Dynamics 365
Microsoft OneDrive
Squarespace
Weebly
Wix
WordPress
Zapier
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