Use Case

Colligo cloud suite for SharePoint document management

File and tag Excel, Word, and PowerPoint files directly to SharePoint, Teams, and OneDrive

Leverage your Microsoft 365 investment and software you already own – 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 while following best practices for information governance and collaboration.

Easy-to-use add-ins improve the functionality of SharePoint for email management and content management to make 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Store and effectively manage your content in your SharePoint DMS with Colligo instead of in stand-alone, outdated systems

Reduce risk

Manage content and stay compliant using a unified system, and make e-discovery a smoother experience

Save time

Eliminate the need to recreate documents and search multiple siloes and disparate applications

Save money

Make your Microsoft investment go farther using SharePoint for document management with Colligo add-ins

Customers saved hundreds of thousands of dollars

Many organizations, particularly law firms and legal departments, rely on disparate systems for document management. The outdated reliance on a standalone DMS is problematic, as content lives in many different places in the modern work world.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 by helping them extend Microsoft 365 using a Colligo + SharePoint DMS solution. Get in touch with us for more information on Microsoft document management and see how you can save money, too.

More great Document Management resources

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

Read More

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