Tikit Worksite Document Attach for InterAction 1.4

Tikit Worksite Document Attach for InterAction is an integration tool that connects the iManage WorkSite document management system with the InterAction CRM. It lets users find and attach documents—or secure links to documents—stored in WorkSite directly to InterAction mailings, activities, and contact records without leaving their everyday workflow. This streamlines client communications and business development tasks while preserving a single, authoritative version of each document.

Key benefits:

• Faster mailings and campaigns by attaching WorkSite content directly in InterAction.
• Maintains document security and access controls set in WorkSite.
• Minimizes duplication and reduces the risk of sending outdated files.
• Captures attachments against InterAction records for better tracking and reporting.
• Ideal for legal and professional services teams distributing proposals, pitch materials, and client collateral.

Tikit Worksite Document Attach for InterAction is developed by Tikit. The most popular versions of this product among our users are: 1.0 and 1.4.