An intuitive Document Manager for Microsoft 365
Make documents easier to find and manage. Organise your Microsoft 365 documents by Customer, Sale Opportunity, Project, Case or any other type you define.
Make documents easier to find and manage. Organise your Microsoft 365 documents by Customer, Sale Opportunity, Project, Case or any other type you define.
Moving from a traditional file cabinet to a digital document management system (DMS) can often be a painful process. The way information is organised in a modern DMS often doesn’t match your old ways of working.
SharePortals DMS is different from most DMS’s. It organises your customer, sale, project or case information in digital files, securely stored in your Microsoft 365 service. SharePortals makes finding documents, emails and other information faster and more intuitive.
Use version history and control to manage versions and access to your critical business documents. Control access to documents by record type or individual record level.
Create and assign Microsoft Power Automate flows to SharePortals Documents and launch them from within a Record View