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Description
Effortlessly create documents directly from your SharePoint lists or libraries, allowing for the rapid generation of proposals, presentations, and reports without any errors. You can easily export chosen SharePoint elements, views, or entire lists into customizable Word reports, incorporating specific metadata, charts, images, and additional features. With the ability to refresh content without needing to open the files, you can eliminate the hassle of copy-pasting, manual entry, and other tedious tasks. Seamlessly perform mail merges for business letters, labels, tailored proposals, contracts, worksheets, and much more. You have the flexibility to compile a document from various items, generate individual documents for each SharePoint list item, or merge multiple documents into a single file. Additionally, you can break down frequently used content into smaller sections and then combine them into cohesive documents by simply checking boxes. Within seconds, you can assemble personalized Word documents or PowerPoint presentations, streamlining your workflow and enhancing productivity remarkably. This innovative approach saves valuable time and ensures accuracy in all your documentation needs.
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
API Access
Has API
Integrations
Microsoft 365
Microsoft Outlook
Microsoft SharePoint
Pricing Details
$999 one-time payment
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
EnovaPoint
Founded
2007
Country
Lithuania
Website
www.enovapoint.com
Vendor Details
Company Name
Repstor
Founded
2012
Country
Ireland
Website
www.repstor.com/products/custodian/
Product Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Product Features
Legal Case Management
Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting