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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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.

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 No 
Microsoft OneDrive Yes 
Microsoft Outlook No 
Microsoft SharePoint No 
Plumsail Documents Yes 
Stackreaction Yes 
Zapier Yes 

Integrations

Microsoft 365 Yes 
Microsoft OneDrive No 
Microsoft Outlook Yes 
Microsoft SharePoint Yes 
Plumsail Documents No 
Stackreaction No 
Zapier No 

Pricing Details

$15 per month
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version 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 

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 No 
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 No 
Live Training (Online) No 
In Person No 

Types of Training

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

Vendor Details

Company Name

Plumsail

Founded

2011

Country

US

Website

plumsail.com/forms/

Vendor Details

Company Name

Repstor

Founded

2012

Country

Ireland

Website

www.repstor.com/products/custodian/

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 

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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