Use Case

Colligo cloud suite for SharePoint document management

File and tag Excel, Word, and PowerPoint files directly to SharePoint, Teams, and OneDrive
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Leverage your Microsoft 365 investment and software you already own. Utilize SharePoint, OneDrive, and Teams to create a usable and intuitive SharePoint document management system (DMS). Keeping all your content in Microsoft 365 is a winning strategy. Utilize Colligo to view, access, and manage your documents. And follow best practices for information governance and collaboration at the same time.

Easy-to-use add-ins improve the functionality of SharePoint for email management and content management. This makes information compliance for financial institutions less complex. Colligo compliance tools allow users to save and add metadata to SharePoint files right from Outlook, Teams, Word, Excel, and Microsoft 365 – connecting SharePoint with the applications used every day by knowledge workers.

Ensure financial regulatory compliance with regards to content and information, and realize greater ROI on your Microsoft investment.

Realize the Benefits

Modernize document management

Store and organize content in your SharePoint DMS. Reduce reliance on stand-alone, outdated systems.

Reduce risk

Manage content and stay compliant using a unified system. Make real time e-discovery a smoother experience.

Save time

Eliminate the need to recreate documents in Office 365. Stop searching multiple siloes and disparate applications.

Save money

Make your Microsoft investment go farther. Using SharePoint for document management with Colligo is cost effective.

Customers saved hundreds of thousands of dollars

Many organizations, particularly law firms and legal departments, rely on disparate systems to organize and store documents. The outdated reliance on a standalone DMS is problematic. Content lives in many different places in the modern work world. A separate DMS outside of Microsoft 365 can lead to compliance breaches and negatively impact productivity.

We’ve saved some customers hundreds of thousands of dollars. Extending Microsoft 365 using a Colligo and SharePoint DMS solution makes good financial sense. Get in touch with us for more information on Microsoft document management. See how you can save money, too.

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Case Studies

Large Wealth Management Firm

Wealth management firm achieves 100% user adoption, enables a remote work force, and facilitates document capture and classification with Colligo cloud products

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Our customers report significant time and costs savings.

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See what we can do for you!