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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Ensure that mobile and field workers have access to the necessary content, irrespective of their connectivity status, by utilizing offline caching capabilities. Users can access, edit, upload, and share various types of SharePoint content, including documents, images, and emails. Enhance the productivity of mobile workers and encourage collaboration through intuitive search and sharing tools. The Briefcase SharePoint desktop application allows users to monitor site activities and access all content stored within the Microsoft 365/SharePoint server, irrespective of their online status. SmartSync technology automatically identifies and resolves conflicts, ensuring that users always have access to the most current content, even when working offline. Enable a Bring Your Own Device (BYOD) policy without sacrificing compliance with information management standards. Administrators can centrally manage user and sync settings, as well as distribute content to specific user groups, streamlining the entire process. This comprehensive system empowers teams to work efficiently, no matter their location or internet access.

Description

Custodian oversees and safeguards your case and email data in Microsoft 365 by enhancing SharePoint's functionality to facilitate efficient case management. It offers secure and user-friendly tools for managing cases directly within Microsoft 365, which are conveniently accessible through Microsoft Outlook. Users have the ability to utilize SharePoint sites and lists for the storage of case-related content. Each case type can be easily and consistently structured with metadata, workflows, and policies. Additionally, it allows the creation of case templates tailored for various case types, providing essential frameworks for new cases. The flexibility of these templates, combined with the straightforward provisioning of cases and the capacity to display case documents in Outlook via a robust client, empowers organizations to adopt custodian for seamless SharePoint case management that users find intuitive and beneficial. This streamlined approach not only enhances productivity but also fosters a culture of effective case handling within the organization.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft 365 Yes 
Microsoft SharePoint Yes 
Microsoft Outlook No 
Microsoft Teams Yes 

Integrations

Microsoft 365 Yes 
Microsoft SharePoint Yes 
Microsoft Outlook Yes 
Microsoft Teams No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Colligo

Founded

2000

Country

Canada

Website

www.colligo.com/sharepoint-app/sharepoint-mobile-app/

Vendor Details

Company Name

Repstor

Founded

2012

Country

Ireland

Website

www.repstor.com/products/custodian/

Product Features

Enterprise Content Management (ECM)

Archiving & Retention Yes 
Collaboration Tools Yes 
Content Lifecycle Management Yes 
Digital Asset Management No 
Document Management Yes 
Electronic Signature No 
Information Governance No 
Mobile Access Yes 
Search No 
Version Control No 
Workflow Management No 

Mobile Content Management System

Data Synchronization No 
Document Management No 
File Sharing No 
Mobile Capture No 
Offline Access No 
Permission Management No 
Personalization No 
Search No 
Templates No 
Version Control No 

Product Features

Legal Case Management

Billing Management No 
Calendar Management No 
Case Notes No 
Client Management No 
Communication Tracking No 
Conflict Management No 
Corporations No 
Court Management No 
Discovery Management No 
Docket Management No 
Document Management No 
Expense Tracking No 
Government No 
Law Firms No 
Records Management No 
Task Management No 
Time Tracking No 
Trust Accounting No 

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