Ideagen Mail Manager EnterpriseIdeagen
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OnePracticeHubOne
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Related Products
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About
Ideagen Mail Manager Enterprise enhances your existing Microsoft SharePoint environment, adding email filing, document organization and governance without replacing the structure you already have. With send and save functionality, communications are captured directly into SharePoint document libraries with categorization and metadata, without leaving Outlook, and email tracking notifies you when emails are saved. Contextual classification and metadata prompts help content land in the right location, improving searchability. Templates, routing, real-time collaboration, review and approval work inside your existing Microsoft applications. Tracked interactions, version control and compliance reports support governance and audits. Offline synchronization lets users keep working without a connection, with version control preventing conflicts when changes sync. Part of the Ideagen platform.
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About
Simplify, Automate & Grow Your Business. Integrating Accounting Practice Management systems to give you stress-free, time saving Document Management with intelligent automation. OnePractice Document Management is a collection of sophisticated cloud-based tools uniquely designed to help you save time and create efficiencies, so you can spend more time strengthening client relationships and generating more revenue. The suite includes: Templates. Create beautiful documents & spreadsheets using live data from your practice management software & real time data using a simple set of prompts. Mail. Easily save emails & attachments from Outlook desktop & online, to the client folders in your document center with a few simple clicks. Mail Templates. Simple creation of emails with the option to attach files from within your document center. Populate with live practice management data & input real time data using prompts.
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Platforms Supported
Windows
Supported
Mac
Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
SharePoint administrators, IT and information management teams, and project and compliance teams that already use SharePoint and Outlook and need email filing, document organization and governance.
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Audience
Accountants looking for a practice management system which allows easy creation of documents and spreadsheets using live data
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Not Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Not Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$4.00/month/user
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationIdeagen
Founded: 1993
United Kingdom
www.ideagen.com/solutions/compliance/sharepoint-document-management
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Company InformationHubOne
Australia
www.hubone.com
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Categories |
Categories |
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Integration Features
Dashboard
Not Supported
ETL - Extract / Transform / Load
Not Supported
Metadata Management
Supported
Multiple Data Sources
Supported
Web Services
Not Supported
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Integrations
Microsoft 365
Supported
Azure Marketplace
Supported
Microsoft Outlook
Supported
Microsoft Power Automate
Not Supported
Microsoft SharePoint
Supported
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Integrations
Microsoft 365
Supported
Azure Marketplace
Not Supported
Microsoft Outlook
Not Supported
Microsoft Power Automate
Supported
Microsoft SharePoint
Not Supported
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