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Description
Intapp Documents revolutionizes Microsoft SharePoint by transforming it into a robust content management system tailored for enhancing collaboration on engagement documents within your firm. By seamlessly integrating with Microsoft 365, your teams gain straightforward access to engagement-focused SharePoint sites, allowing them to organize metadata in a way that leverages AI tools such as Microsoft Copilot, thus streamlining document collaboration workflows. This solution is specifically designed to cater to the preferences and requirements of your professionals, making document management simpler and collaboration more effective, all directly through Microsoft Outlook and SharePoint. By optimizing content management workflows to align with your firm’s operational style, Intapp Documents enhances the delivery of engagement services right from these platforms. Enjoy a holistic view of client work with content that syncs effortlessly across Microsoft 365, ensuring that your firm remains productive and connected. Ultimately, this integration not only boosts the return on investment for your Microsoft 365 resources but also enhances compatibility with other Intapp offerings, paving the way for a more integrated and efficient work environment. As a result, your firm can achieve greater engagement growth and improved operational efficiency.
Description
Create rich, responsive forms for SharePoint Online in Office 365 or SharePoint 2019 on-premises. You can create business forms of any complexity for public websites with anonymous access or SharePoint Online and SharePoint 2019. The HTML widget can be copied and pasted to render the form. Compatible with all major platforms - Wordpress and Squarespace, Google sites, Squarespace, Wix, Google Sites, Squarespace, etc. You can also share a link to your form. Send the data to Zapier or Flow. You can choose from hundreds of connectors and perform any action. You can save submissions to your account, open them as forms, or export them to CSV for building reports. You can add dozens of fields to your form, split them into tabs or in a wizard and adjust JavaScript validation. No matter what your requirements might be, our forms can meet them. You can download templates from our website and modify them to fit your needs. These templates already contain some basic custom logic. However, it is possible to modify or remove it.
API Access
Has API
API Access
Has API
Integrations
Microsoft 365
Microsoft Copilot
Microsoft OneDrive
Microsoft Outlook
Microsoft PowerPoint
Microsoft SharePoint
Microsoft Word
Plumsail Documents
Stackreaction
Zapier
Integrations
Microsoft 365
Microsoft Copilot
Microsoft OneDrive
Microsoft Outlook
Microsoft PowerPoint
Microsoft SharePoint
Microsoft Word
Plumsail Documents
Stackreaction
Zapier
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$15 per month
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
Intapp
Founded
2000
Country
United States
Website
www.intapp.com/documents/
Vendor Details
Company Name
Plumsail
Founded
2011
Country
US
Website
plumsail.com/forms/
Product Features
Legal Document Management
Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control
Product Features
Online Form Builders
Artificial Intelligence
Assign Roles / Permissions
Collaboration Tools
Conversational Forms
Data Tables
Drag & Drop / No Code
Export to PDF
HIPAA Compliant
Import Existing Forms
Mobile Forms
Offline Forms
Pre-made Templates
Quizzes / Questionnaires
Reporting / Data Visualization
Signup Forms
Surveys