Document Management
Create, edit and share Office 365 Documents from within a Client or Project File.
SharePortals turns Microsoft 365 into a structured, case-centric document management system. Store and find all files, emails and notes linked to a customer, case or project in one digital filing cabinet.
Intuitively organise your documents. Make them easy to create, edit, find and share.
-
Organise information by customer, opportunity, case or any 'container' you define yourself.
-
Automate many document processes.
-
Keep ownership of your data within Microsoft 365.
-
Control access, track versions and launch workflows directly from a record view.
-
Create Office documents from your own templates, edit, co-edit and share, all from within your client and case file.
-
Your work is saved automatically, as you go along. Never lose your work again!
The Key Benefits of Document Management within SharePortals
SharePortals gives your client-facing teams access to client records and all of the associated documentation, so they access everything they need - without switching between tools or searching for up-to-date versions.
Tag and categorise files for faster retrieval.
Findability
Manage versions and restore older copies when needed.
Control
Create and use document templates for repeat tasks.
Standardisation
Launch workflows with Power Automate or SharePortals tools.
Automation
Process documents with cutting-edge Microsoft AI features.