Intapp Documents

Intapp Documents

Transforming Microsoft SharePoint into a tailored document management system, Intapp Documents enhances collaboration for professional services firms. By integrating seamlessly with Microsoft 365, it enables teams to access engagement-centric content, manage metadata for AI tools, and streamline workflows directly from Outlook, boosting efficiency and client service.

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Top Intapp Documents Features

  • Microsoft SharePoint integration
  • Engagement-centric SharePoint sites
  • Curated metadata for AI
  • Microsoft Copilot integration
  • Seamless collaboration workflows
  • Access from Microsoft Outlook
  • Comprehensive client work view
  • Synchronized content across platforms
  • Improved engagement delivery
  • Simplified document management
  • Enhanced professional user experience
  • Increased Microsoft 365 ROI
  • Maximized interoperability with Intapp
  • Customizable document management workflows
  • Real-time collaboration features
  • Centralized content management
  • Streamlined engagement documentation
  • AI-powered document insights
  • Efficient version control
  • User-friendly document retrieval