Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
No
API Access
Has API
No
Integrations
Microsoft 365
Yes
Microsoft Copilot
Yes
Microsoft OneDrive
No
Microsoft Outlook
Yes
Microsoft PowerPoint
Yes
Microsoft SharePoint
Yes
Microsoft Word
Yes
Plumsail Documents
No
Stackreaction
No
Zapier
No
Integrations
Microsoft 365
No
Microsoft Copilot
No
Microsoft OneDrive
Yes
Microsoft Outlook
No
Microsoft PowerPoint
No
Microsoft SharePoint
No
Microsoft Word
No
Plumsail Documents
Yes
Stackreaction
Yes
Zapier
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$15 per month
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
Yes
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
No
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
No
Live Training (Online)
No
In Person
No
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
No
Archiving & Retention
No
Collaboration
No
Contract Management
No
Document Assembly
No
Document Indexing
No
Document Tagging
No
Full Text Search
No
Version Control
No
Product Features
Online Form Builders
Artificial Intelligence
No
Assign Roles / Permissions
No
Collaboration Tools
No
Conversational Forms
No
Data Tables
No
Drag & Drop / No Code
No
Export to PDF
No
HIPAA Compliant
No
Import Existing Forms
No
Mobile Forms
No
Offline Forms
No
Pre-made Templates
No
Quizzes / Questionnaires
No
Reporting / Data Visualization
No
Signup Forms
No
Surveys
No