SharePoint Resources

SharePoint Resources

If you have already made an investment into Microsoft SharePoint, we have built a number of easily deployable plug-ins and capabilities that will allow you to get the most from your investments


“AddTo” MS Office/Outlook Plugin

outlook_2007_logoWith the Syntapa “AddTo” SharePoint Plugin for MS Office you can now quickly and easily profile, and add emails (including attachments), and Outlook calendar items to your SharePoint directly from MS Outlook. The Syntapa “AddTo” component also works within all other Microsoft Office applications to enable your users to easily and quickly profile and add items to your existing SharePoint 2007 or 2010 environment. Once installed, the plugin recognizes your current SharePoint layout (Sites, Libraries, etc.) and users can easily profile their information with very little time and effort. By making it easier for the users to use…your organization will now be able to benefit from retaining all of the valuable information that is currently being locked within your users Outlook and drives. Want to learn more? Check out a video demonstration of the “AddTo” component and request a free 30 day evaluation copy of the Syntapa “AddTo” plugin to try for yourself…

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Template Manager

documents-300x300The Syntapa Template Manager is an easily deployable and configurable solution for any organization using Microsoft SharePoint 2010. Originally developed as part of the Unified Office to meet specific industry and client requirements, we have isolated this solution into a repeatable component that can be easily deployed within an internal, hosted, or cloud environment.

One of the biggest challenges that organizations face is to ensure that there is consistency in their communications internally as well as with external clients. One way to do this is to have a set of consistent document templates (Fax Cover, Letterhead, Corporate Profile, etc.)  that can be used by everyone within the organization. Our Template Manager allows you to easily add, manage, and distribute templates across your organization. Check out our Template Manager solution and download the FREE trial version…

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We have worked with customers from various different industries. The following are some of the key plug-ins and connectors that we have built to integrate their specific line of business applications into Microsoft SharePoint and our Unified Office solutions. If you are using any of these technologies and are looking to integrate them with SharePoint, then save yourself some precious development time and money by utilizing what we have already created. Please contact us if you have any questions about these or any of the other SharePoint plug-ins/connectors that we have available:

ConnectWise (

ConnectWise is rated as one of the best Professional Services Automation solutions available. Designed exclusively for the IT Channel, ConnectWise is the leading business management solution for service providers, MSPs, technology consultants, integrators, and developers. More than 50,000 IT professionals rely on ConnectWise to streamline business operations and achieve greater accountability, efficiency and profitability. Syntapa has integrated ConnectWise into client SharePoint deployments creating the ability for them to have fully integrated access to all of their key client and project data from ConnectWise along with all of their content (agreements, document templates, quotes, etc.) and business operational processes from one central SharePoint based Unified Office portal environment. If you are using ConnectWise and want to integrate it with your SharePoint environment, contact us today to learn more about our connectors and how we can help.

CRM Systems (ACT,, ZOHO, etc.)

connectContact management and customer relationship management solutions are key to the sales, business development, and marketing departments within many organizations. As this is often the central location for client data and interaction records, we have built plug-ins to easily integrate these technologies with Microsoft SharePoint and our Unified Office solutions. If you are looking to avoid duplication of client information while still getting the benefits of the investment that you have made into both a CRM system and SharePoint, then we can help. Contact us to learn how our already developed connectors can help you to integrate and share your client information across your full organization.

LexisNexis PCLaw

Most legal environments have to manage many different clients, and documents. As a result, SharePoint and more specifically the Syntapa Unified Office solution provide immediate value to these organizations. When it comes to legal matter, billing, and accounting management solutions, PCLaw is the clear industry leader. PCLaw takes the headaches out of running the business of law with software that enables firms to easily manage matters; track time, expenses, calendar appointments and tasks; bill and collect payment from clients; pay vendors; reconcile bank statements; and manage trust accounts—all from a single source. Combined with the Syntapa Unified Office, our clients have one single portal that helps them to manage all aspects of their day-to-day operations. If you are a legal firm looking to get the most from your SharePoint and PCLaw technologies, then be sure to contact us to find out how our connectors can help you to quickly increase productivity and get the most from your investments.

Intuit Quickbooks

Although we have worked with many of the popular accounting packages, we have found Quickbooks to be one of the most popular. Thousands of Canadian small businesses have made Intuit and Quickbooks their go-to resource for key financial solutions. Syntapa have built connectors and plug-ins to Quickbooks that create a fully integrated central portal environment built upon Microsoft SharePoint. Contact us today to find out more about how our connectors can allow you to quickly begin getting the most from a fully integrated portal including your accounting package, reports, and work-flows.

The above are some of our most popular pre-built SharePoint and Unified Office connectors that we have built. If you have a specific line of business application that you would like to integrate into your Microsoft SharePoint environment, then be sure to contact us to find out if we have a plug-in available to help you reduce development time and reduce the time to value from a fully integrated solution.

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Have questions about our SharePoint plug-ins? Not sure if or how we can help? It all starts with a us today for a no obligation discussion!