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Case management in SharePoint

Overview, structure and control of your files

Case management in SharePoint

With WorkPoint case management in SharePoint, you bring structure to your case management. Files are clearly stored, processes are always traceable and smart workflows ensure that tasks are assigned automatically. You maintain full control over deadlines, parties involved and document versions, while collaborating effortlessly with colleagues and external parties.

With automatic notifications and convenient dashboards, you’ll never miss an important action or deadline again. Whether you’re managing a contract, complaint, notification or project, you’ll make every step of the case management process simple, secure and efficient. And all within your familiar Microsoft 365 environment, danzijk WorkPoint.

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All the features of a DMS in SharePoint

Also for file management!

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Want to know more? Download the whitepaper or view it here and get instant insight into all the features that will make your file management smarter.

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Automatic reminders

Set important dates and receive notifications so you never miss another deadline or meeting.

Automated workflows

Automate routine tasks such as approvals and document generation for greater convenience.

Collaboration in real time

Collaborate with colleagues and external parties and stay updated on changes and progress immediately.

Document version control

Automatically keep track of all versions of documents for easy access and restoration of previous versions.

Advanced search function

Find documents quickly with powerful search options for quick retrieval.

Dashboard for file overview

Get an up-to-date overview of all files, including progress, actions and deadlines.

Case management in SharePoint

Integration with Microsoft 365

Outlook integration

Save emails and attachments directly to SharePoint from Outlook, including important metadata such as sender, date and subject. This ensures that all relevant information around files is centrally and easily accessible to the entire team.

Office 365 integration

Work effortlessly with SharePoint documents in a familiar Office 365 environment. With clear navigation, version control and powerful metadata filters, you always maintain control over your files and document management.

Teams integration

Documents and emails shared through Teams are automatically stored in SharePoint. With a clear structure and advanced search functionality, you can collaborate quickly and efficiently on files within your teams.