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SharePoint Integration for Salesforce Powered by Mitratech CaseCloud™

By Mitratech

SharePoint Integration for Salesforce Powered by Mitratech CaseCloud™

No Ratings
Paid  
Industries
High Tech
Professional Services
Public Sector
Business Need
Productivity
Collaboration
Document Management
Requires
Platform Cloud

Mitratech's SharePoint integration connector allows teams to access their SharePoint documents and folders from inside their Salesforce instance. They can create, view and edit files and folders in the context of the records they are viewing.

  • Sharepoint Demo

Highlights

Mitratech’s SharePoint integration connector can be mapped to files and folders on your SharePoint site via a drag-and-drop or a friendly dialog.

Documents can be opened directly in SharePoint and new documents, spreadsheets and presentations can be created from within the connector.

For every matter, the user has an option to connect to an existing folder in SharePoint or one can be created on-the-go.

Mitratech DMS integrations prioritize robust security, ensuring sensitive information is protected with the highest data protection standards and controlled access.

Integrations empower businesses to manage documents with ease, including custom workflows tailored to specific needs and industries.

Automated notifications keep teams informed and on top of crucial updates.

The SharePoint Document Viewer allows users to preview a SharePoint document.

My Favorites allow users to view and manage a list of folders as shortcuts they frequently use.

Featured Items allow users to view a list of folders as shortcuts that an administrator has configured.

Provider Details

Mitratech
Bee Cave, Texas
Social Impact
Pledge 1%
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Pledge 1%
Founded
1987
Website
Email
Phone
(888) 784-7224

Mitratech is the trusted legal technology partner to the world’s leading legal organizations. More than 8,000 legal teams, including 70% of the Am Law 200 and 65% of the Fortune 100, trust Mitratech’s legal-first innovation strategy and AI-powered platform to manage every aspect of their legal performance from Enterprise Legal Management to Legal Practice Management: Matter Management and eBilling Legal Spend Management Legal Case Management Legal Hold Management Outside Counsel and Panel Management Document Automation Workflow Automation Contract Automation Immigration Case Management

Pricing Details

Please call us toll-free at (888) 784-7224.

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