Inogic SharePoint Security SyncInogic Tech
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Intapp DocumentsIntapp
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Related Products
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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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About
Intapp Documents transforms Microsoft SharePoint into a content management system designed to support how your firm collaborates on engagement documents. With direct integration with Microsoft 365, your teams can easily access engagement-centric SharePoint sites, curate metadata for AI technologies like Microsoft Copilot, and improve collaboration workflows on documents. Intapp Documents delivers a user experience built for the needs of your professionals. Simplify document management and boost collaboration to support your engagement growth, directly from Microsoft Outlook and SharePoint. Improve engagement delivery with content management workflows built for the way your firm works, all from Microsoft SharePoint and Outlook. Access a comprehensive view of client work with synchronized content across Microsoft 365. Increase ROI for your firm’s Microsoft 365 investment and maximize interoperability with other Intapp products.
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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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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
Dynamics 365 users
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Audience
Enterprises seeking a solution to optimize engagement delivery with simplified content management
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
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
No information available.
Free Version
Not Supported
Free Trial
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
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Company InformationInogic Tech
Founded: 2006
India
bit.ly/3s90DdO
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Company InformationIntapp
Founded: 2000
United States
www.intapp.com/documents/
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Alternatives |
Alternatives |
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Categories |
Categories |
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File Sync Features
Audit Trail
Not Supported
Backup and Recovery
Not Supported
Conflict Detection
Not Supported
Real Time Synchronization
Supported
Remote Synchronization
Not Supported
Synchronization Scheduling
Not Supported
Two-Way Synchronization
Not Supported
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Integrations
Microsoft SharePoint
Supported
Microsoft 365
Not Supported
Microsoft Copilot
Not Supported
Microsoft Dynamics 365
Supported
Microsoft Outlook
Not Supported
Microsoft PowerPoint
Not Supported
Microsoft Word
Not Supported
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Integrations
Microsoft SharePoint
Supported
Microsoft 365
Supported
Microsoft Copilot
Supported
Microsoft Dynamics 365
Not Supported
Microsoft Outlook
Supported
Microsoft PowerPoint
Supported
Microsoft Word
Supported
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