Controlled Document Manager

Reduce risk and drive quality outcomes by giving employees effortless access to the latest, approved policies, standards and work instructions—all governed and auditable in Microsoft 365.

Inquire
Warehouse worker accessing controlled document

Product Key Features

📚Smart Document Catalogue

Lightning‑fast search and rich context put the right document at everyone’s fingertips.

  • Searchable catalogue with refiners & tabs
  • Reading pane displays document alongside key metadata
  • Ownership & currency fields maintain governance

🔄Lifecycle Governance

Automated workflows guide documents from draft through review to publish.

  • Defined phases with built‑in reviews & approvals
  • Role‑based permissions adjust as stakeholders join

đź””Reviews & Acknowledgements

Keep content current—and prove employees have read it.

  • Automatic review reminders maintain accuracy & compliance
  • Notify individuals/groups of updates & capture acknowledgements

📊Audit & Compliance Analytics

Prove adherence to standards with built‑in tests and Power BI insights.

  • Define & execute audit tests against policies
  • Visual dashboards demonstrate compliance (ISO, regulatory, etc.)

Resources

  • The Informational Pack is a detailed PowerPoint deck—request it here.
  • View the Controlled Document Manager on Microsoft M365 AppSource here.

Showcase

See it in action.