REPSTOR LIMITED

Intapp Email Filing - Native Outlook integration for SharePoint, Microsoft 365, EDRM and ECM systems

The market’s only ‘native’ Outlook integration for SharePoint and Microsoft 365. Supporting most of the best known EDRM, content management and file share systems, it enables users to access, update and contribute content from within Outlook. Welcome to the email management system your users already know how to use.

Features

• Quick and easy document and email management within Outlook
• Access to SharePoint, Microsoft365, Teams and other content in Outlook
• High Performance filing of email related to activities and projects
• Centralised storage of email and documents for collaboration
• Assisted filing of incoming and outgoing email using machine learning
• Deep integration with Outlook, SharePoint, Microsoft 365 promotes user adoption
• Mobile access to content and filing on the move
• Supports wide range of ECM systems, FileShares and Content Stores
• M365, MFiles, iManage, ContentManager, Box, Dropbox, RecordPoint, Meridio, Syncpoint
• Service formerly known as Repstor affinity, assist, drive and mobile

Benefits

• Assisted filing of email saves time & improves filing accuracy
• Improved efficiency using automated filing of tagged conversations
• Provides a complete view of activities when collaborating with colleagues
• Enables mobile or offline access to content wherever you are
• Familiar Outlook experience minimizes training required and drives adoption
• Improves productivity by having relevant information available through easy collaboration
• Harness financial and technical investment in Microsoft 365
• The only truly native SharePoint/Microsoft 365/Teams Outlook integration
• Single pane-of-glass view of content across ECM/EDRM repositories in Outlook
• Gives information workers content access and collaboration from any device

£2 to £10 a user a month

• Education pricing available
• Free trial available

Service documents

• Pricing document

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at info@intapp.com. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 13

Service ID

496595203671747

Contact

Gary Palmer
07983 722158
info@intapp.com

Service scope

• Software add-on or extension: Yes
• What software services is the service an extension to: Intapp Email Filing extends Microsoft Outlook to interact with Content systems such as SharePoint, and SharePoint under Microsoft 365, HP Content Manager, web sharing services (such as Box/Dropbox), (Complete list available in the service description).
• Cloud deployment model:
  • Public cloud
  • Private cloud
  • Community cloud
  • Hybrid cloud
• Service constraints: The product can be utilised with any Microsoft Outlook client software from Outlook 2010 onwards, similarly it can connect to all versions of SharePoint from 2013 onwards. Where other connectors are utilised there may be specific versions supported, this will be listed in the on-line documentation for the specific connectors.
• System requirements:
  • Microsoft Outlook 2010 or later
  • Microsoft Windows 7 or later

User support

• Email or online ticketing support: Email or online ticketing
• Support response times: 5 days per week, 8 hours per day phone coverage (9am - 5pm GMT/BST, Monday through Friday, Intapp local time. In support of services outlined in our Support and Maintenance Agreement, Intapp will endeavour to respond to service related incidents and/or requests submitted by the customer within the following time frames: ; Within 1 working day for issues classified as Severity 1.; Within 2 working days for issues classified as Severity 2.; Within 5 working days for issues classified as Severity 3.; Within 10 working days for issues classified as Severity 4.
• User can manage status and priority of support tickets: No
• Phone support: Yes
• Phone support availability: 9 to 5 (UK time), Monday to Friday
• Web chat support: No
• Onsite support: Yes, at extra cost
• Support levels: Standard:; 3rd Line; Advanced trouble-shooting and diagnostics. Reproduction of issue in support environment. Suggest resolution or workaround for known or new issues. Escalation to 4th line as appropriate.; ; 4th Line; Product development or software maintenance team, development of fixes where necessary.; ; This service is included in the software subscription; ; Enhanced support:; Enhanced support provides assistance (incident based) to help customers triage issues related to the use of the software in the broader environment (e.g. how it interacts with SharePoint configuration that is unique to the customer). Incidents can be called off, and if an incident is caused by a non-conformance in the Intapp software it is not counted towards incidents used. Enhanced support incidents are purchased separately and can be called off during the term of the software subscription.
• Support available to third parties: Yes

Onboarding and offboarding

• Getting started: Intapp provide tailored training(see Intapp Cloud services entries) and comprehensive user and administration documentation for each software offering. The Intapp service is highly configurable, and services are available from Intapp and our partners to assist organisations to configure the systems to meet the specific requirements of an organisation. Quick reference guides (QRGs) on Intapp Email Filing are also available.
• Service documentation: Yes
• Documentation formats:
  • HTML
  • PDF
• End-of-contract data extraction: Intapp Email Filing does not store any data, all data including configuration is stored in the SharePoint systems that are being utilised, therefore there is no data to be extracted from the Intapp service.
• End-of-contract process: At the end of the contract the Intapp service will be disabled, however since no content is stored, users do not lose access to their content which is stored in SharePoint/other repository/services to which Intapp is connected. Users can continue to access their matter content via standard repository UI.

Using the service

• Web browser interface: Yes
• Supported browsers:
  • Internet Explorer 11
  • Microsoft Edge
  • Firefox
  • Chrome
  • Safari
• Application to install: Yes
• Compatible operating systems:
  • Android
  • IOS
  • MacOS
  • Windows
• Designed for use on mobile devices: Yes
• Differences between the mobile and desktop service: Intapp Mobile can be used to filing emails and documents through the native Outlook application on mobile devices
• Service interface: Yes
• User support accessibility: WCAG 2.1 AAA
• Description of service interface: Our service is integrated seamlessly into Outlook's service interface.
• Accessibility standards: WCAG 2.1 AAA
• Accessibility testing: Microsoft has completed extensive testing against EN 301 549 9.
• API: Yes
• What users can and can't do using the API: Intapp Email Filing provides extensibility, this allows the product to be extended as described in the extensibility guide found here: https://documentation.repstor.com/Content/Extensibility%20Guide/Introduction_Extensibility.htm
• API documentation: Yes
• API documentation formats:
  • Open API (also known as Swagger)
  • HTML
• API sandbox or test environment: No
• Customisation available: Yes
• Description of customisation: See extensibility documentation found here: https://documentation.repstor.com/Content/Extensibility%20Guide/Introduction_Extensibility.htm, the client software can be extended to provide additional customer specific features. This can be carried out by any competent technical services individual/organisation with the appropriate programming skills (VB Script).

Scaling

• Independence of resources: This is not applicable to this service as it is user based, not server based.

Analytics

• Service usage metrics: Yes
• Metrics types: We provide (on request) a list of users that activate the software, activation occurs monthly where an activated type license is utilised.
• Reporting types: Reports on request

Resellers

• Supplier type: Not a reseller

Staff security

• Staff security clearance: Other security clearance
• Government security clearance: Up to Security Clearance (SC)

Asset protection

• Knowledge of data storage and processing locations: Yes
• Data storage and processing locations: United Kingdom
• User control over data storage and processing locations: Yes
• Datacentre security standards: Managed by a third party
• Penetration testing frequency: Never
• Protecting data at rest: Other
• Other data at rest protection approach: This is not applicable as this is a client deployed to desktops that interact with Cloud services, encryption at the client level can be/is provided by the OS provided by the customer or service provider, all cloud services connected are subject to their own data protection at rest capabilities.
• Data sanitisation process: No
• Equipment disposal approach: In-house destruction process

Data importing and exporting

• Data export approach: The Intapp Email Filing service does not host any data, other than a list of connected content stores. This list can be exported by the user for reference using a specific export function available as a standard part of the software.
• Data export formats: Other
• Other data export formats: .TSV (Tab separated Values)
• Data import formats: Other
• Other data import formats: TSV - Tab separated Values (repository locations only)

Data-in-transit protection

• Data protection between buyer and supplier networks: Other
• Other protection between networks: This is not applicable as it is client based within the customer's environment.
• Data protection within supplier network: Other
• Other protection within supplier network: This is not applicable as this service is a client product that runs within the customer's network.

Availability and resilience

• Guaranteed availability: This is not applicable as this is a client deployed service that connects to cloud services that are subject to their own guaranteed availability levels.
• Approach to resilience: This is not applicable as this is a client deployed service that connects to cloud services that are subject to their own approaches to resilience.
• Outage reporting: This is not applicable as this is a client deployed service which connects to cloud services that are subject to their own Outage reporting capabilities.

Identity and authentication

• User authentication needed: Yes
• User authentication:
  • 2-factor authentication
  • Public key authentication (including by TLS client certificate)
  • Identity federation with existing provider (for example Google Apps)
  • Limited access network (for example PSN)
  • Dedicated link (for example VPN)
  • Username or password
  • Other
• Other user authentication: This service is a client service that utilises the authentication used by the cloud services to which it connects. Access to the service is controlled by the environment in which it is deployed and this can include the above authentication mechanisms.
• Access restrictions in management interfaces and support channels: This is not applicable as this is a client deployed service which connects to cloud services that are subject to their own access restrictions.
• Access restriction testing frequency: Never
• Management access authentication: Other
• Description of management access authentication: This is not applicable as this is a client deployed service which connects to cloud services that are subject to their own authentication approach.

Audit information for users

• Access to user activity audit information: No audit information available
• Access to supplier activity audit information: No audit information available
• How long system logs are stored for: Less than 1 month

Standards and certifications

• ISO/IEC 27001 certification: Yes
• Who accredited the ISO/IEC 27001: British Assessment Bureau
• ISO/IEC 27001 accreditation date: July 2021
• What the ISO/IEC 27001 doesn’t cover: Everything is covered
• ISO 28000:2007 certification: No
• CSA STAR certification: No
• PCI certification: No
• Cyber essentials: Yes
• Cyber essentials plus: Yes
• Other security certifications: No

Security governance

• Named board-level person responsible for service security: Yes
• Security governance certified: No
• Security governance approach: This is not applicable as this is a client deployed service which connects to cloud services that are subject to their own Security Governance. The client accesses data through standard mechanisms (API's) that are subject to the security governance of the connected services.
• Information security policies and processes: This is not applicable as this is a client deployed service which connects to cloud services that are subject to their information security policies and processes.

Operational security

• Configuration and change management standard: Supplier-defined controls
• Configuration and change management approach: This is not applicable as this is a client deployed service which connects to cloud services that are subject to their own configuration and change management approaches. The client change processes are usually aligned with desktop management processes to ensure consistency of deployment and compatibility.
• Vulnerability management type: Supplier-defined controls
• Vulnerability management approach: This is not applicable as this is a client deployed service which connects to cloud services that are subject to their own Vulnerability management approaches. The client software utilises standard mechanisms for accessing connected cloud services (API's) which are subject to the vulnerability management approach of the connected cloud services.
• Protective monitoring type: Supplier-defined controls
• Protective monitoring approach: This is not applicable as this is a client deployed service which connects to cloud services that are subject to their own protective monitoring approaches.
• Incident management type: Supplier-defined controls
• Incident management approach: This is not applicable as this is a client deployed service which connects to cloud services that are subject to their own Incident management approaches.

Secure development

• Approach to secure software development best practice: Supplier-defined process

Public sector networks

• Connection to public sector networks: No

Social Value

• Fighting climate change:

  Fighting climate change

  Our commitment is to:; - Improve our environmental performance and to integrate recognised environmental management best practice into our business operations.; - Reduce our consumption of resources and improve the efficient use of those resources.; - Act where possible, to reduce the carbon footprint of our business activities to meet our published objectives and targets.; - Manage waste generated from our business operations incorporating reduction, re-use and recycling.; - Increase employee awareness and involvement in environmental activities.
• Covid-19 recovery:

  Covid-19 recovery

  Intapp have adopted a hybrid working model to ensure all employees feel safe and comfortable, wherever they choose to work.; For covid-19 recovery and dealing with fatigue, Intapp employees may also utilize our fantastic resources through Modern Health. They include yoga and meditation, counseling, financial support and much more.
• Tackling economic inequality:

  Tackling economic inequality

  Intapp strive to ensure people from all backgrounds are given to opportunity to work and grow within the organisation. Intapp will monitor the ethnic, gender and age composition of the existing workforce and of applicants for jobs (including promotion), and the number of people with disabilities within these groups, and will consider and take any appropriate action to address any problems that may be identified as a result of the monitoring process.
• Equal opportunity:

  Equal opportunity

  Intapp is committed to providing equal opportunities in employment and to avoiding unlawful discrimination in employment and against customers. Our policy is intended to assist the organisation to put this commitment into practice. Compliance with this policy should also ensure that employees do not commit unlawful acts of discrimination. Striving to ensure that the work environment is free of harassment and bullying and that everyone is treated with dignity and respect is an important aspect of ensuring equal opportunities in employment. The organisation has a separate dignity at work policy, which deals with these issues.
• Wellbeing:

  Wellbeing

  Intapp provide medical benefits for employees and their families that offer quality, flexibility, and value.

Pricing

• Price: £2 to £10 a user a month
• Discount for educational organisations: Yes
• Free trial available: Yes
• Description of free trial: Trials are available from the website, up to 5 users for a period of 30 days is standard with additional options in specific circumstances. This includes all options and modules. If the customer requires trial set up assistance, then professional services costs may be incurred.

Service documents

• Pricing document

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at info@intapp.com. Tell them what format you need. It will help if you say what assistive technology you use.