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Description
Sync Dynamics 365 CRM and SharePoint security privileges to diminish security risk while storing documents/attachments in SharePoint. Limit SharePoint access to the same level as Dynamics 365 CRM security privileges. Replicate any Dynamics 365 CRM security privileges changes in SharePoint.
Features
Manage Security: Access to SharePoint Folders controlled by the security roles defined in Dynamics 365 CRM
Real Time Sync: Auto-sync privileges upon changes in user privileges based on sharing of the record or adding the user to a team
Historic Folder Security: Sync the security privileges for existing folders associated with Dynamics 365 CRM records
Multiple SharePoint Site and Folder Support: Connect and actively manage files and folders on more than one SharePoint sites and folders
Drag & Drop: Friendly UI to drag and drop multiple files and folders to upload them all at once
Create Link: Generate anonymous links to the documents to share the documents outside of your organization
Email: Email the files directly as attachments or links to documents from within Dynamics 365 CRM without multiple clicks to download and attach the files
File management: Deep Search, View, Rename and Delete files from SharePoint provided you
Description
K2C eSignature provides the functionality to electronically sign documents or records within SharePoint environments ranging from the 2010 to 2019 versions, ensuring compliance with US 21 CFR part 11, European Annex 11, and other related regulations. Once installed, users gain access to a new "eSignature" action that can be utilized in SharePoint Designer or Nintex workflows, depending on whether this additional tool is used. This action can be seamlessly integrated at any stage of the workflow, allowing for the collection of one or multiple user signatures without requiring any custom programming or technical expertise. Additionally, it includes features for viewing eSignature records for specific items or documents, along with tailored reports for managers that showcase all electronically signed items or documents within a designated SharePoint site for a selected year or month. Furthermore, the system can dynamically pull the relevant signer from any SharePoint list that tracks the assignment of company roles, thereby streamlining the signature process. With these capabilities, K2C eSignature significantly enhances the efficiency and compliance of document management within organizations.
API Access
Has API
API Access
Has API
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Inogic Tech
Founded
2006
Country
India
Website
bit.ly/3s90DdO
Vendor Details
Company Name
K2C Solutions
Founded
2001
Country
United States
Website
www.k2c.com
Product Features
File Sync
Audit Trail
Backup and Recovery
Conflict Detection
Real Time Synchronization
Remote Synchronization
Synchronization Scheduling
Two-Way Synchronization
Product Features
Digital Signature
Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking