Intapp DealCloud: Cloud storage widget
Streamline content access by integrating your document storage system with Intapp DealCloud
With the Intapp DealCloud cloud storage widget, your teams can access your document storage system (DMS) from a single window — without ever leaving DealCloud. By connecting it to your DMS, your users can quickly and easily upload, download, tag, search, and view documents directly in DealCloud. The widget currently supports SharePoint, Box, Dropbox, and iManage.
Documents on demand
Make content management easy
Integrate your document storage system directly with DealCloud
Quickly access key documents
Easily locate content on deal and company detail pages in DealCloud
Find what you need, fast
Search documents and folders to quickly find the critical information you need
Available document storage integrations
Key functions and capabilities
Access and preview documents
Effortlessly view deal and engagement documents directly in DealCloud, eliminating the need to navigate elsewhere.
Upload and download documents
Use DealCloud to seamlessly add new documents or retrieve existing ones from your document storage system.
Search for documents
Conveniently search for relevant keywords and titles to more efficiently find specific deal and engagement documents.
Tag documents
Simplify your document organization and retrieval workflow by tagging documents directly in DealCloud.
How our clients use the cloud storage widget
Access NDAs stored in Box directly from deal detail pages
Upload engagement summaries to Dropbox directly from engagement detail pages
Search for LOIs in SharePoint based on key terms directly from deal detail pages
Tag engagement documents in iManage to DealCloud from the cloud storage widget window
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