SharePoint Document Management
Access and collaborate on documents on the go through SharePoint on Microsoft 365.
Fuel hybrid work with Microsoft SharePoint
With hybrid work as the new normal, employees need access to their important files anytime, anywhere, and on their favourite devices to stay efficient and productive. Relying on on-premises file shares and personal shared drives for managing and accessing documents won’t cut it anymore.
Not only does it cause document sprawl and confusion, but your business must also consider its compliance requirements, collaboration needs, security concerns, integration with other apps, and more. The most effective way to manage your files and secure your documents while fuelling hybrid work is by having a document management system (DMS) powered by SharePoint on Microsoft 365.
SharePoint: The Best Platform for Document Management
What makes SharePoint a top choice for managing documents in small to large organisations, and how can your business benefit from it?
Empower Remote Collaboration
Provide a single place for your users to store, share, and collaborate on files wherever they are. Using familiar office and productivity tools in Microsoft 365, a SharePoint DMS can enable multiple users to collaborate on documents simultaneously and in real time. You don’t have to dig deep into nested folders to search or connect to a VPN to access files. A SharePoint DMS is accessible in the cloud and uses your keyword searches to surface file names, metadata, content, and phrases.
Enforce Data Security and Stay Compliant
SharePoint Online has built-in security features for:
- Version tracking so you can always revert to previous document versions.
- Audit trail to discover who and what changes were made to which documents.
- Two-factor authentication via Microsoft 365 to authenticate the user’s identity.
- Retention and deletion policies to control how long you keep your data and where and how long it is stored.
- Sensitivity labels to categorise and encrypt documents.
- Permission-based access to classify users as visitors, members, owners, or admins.
Automate forms and workflows
Save time by automating document creation, routing, approvals, signatures, and feedback with SharePoint’s built-in workflows. Leveraging its out-of-the-box forms, you can also switch from manual and paper-based to modern online forms to streamline and simplify your document management processes. You can utilise low-code Power Apps and Power Automate for more complex processes.
Need help adapting SharePoint for your DMS?
We got you! We are an end-to-end SharePoint provider, from getting you started on your journey to providing continued support.
Planning and Design
We’re here to understand your business drivers and help you reach the goals you want to achieve. This phase will help us scope and analyse your requirements and provide a detailed plan of execution to make your SharePoint project successful.
Build and Deploy
This phase will put our plan into action and focus on the information architecture, sites and libraries, user provisioning, determination of security groups, metadata setup, views, navigation, etc., and we will customise codes where necessary.
File Migration and Integration
Your content may come from various sources, and you may even want your DMS to be integrated with Microsoft 365, Dynamics 365, or other third-party apps. We can help! We’ve done this countless times and can help you achieve your desired user experience and business outcomes.
Compliance and Security
Meet your business’ information compliance regulatory responsibilities by configuring SharePoint based on your required retention and deletion policies and applying sensitivity labels to documents where necessary.
Training and Support
We will ensure all your users are fully equipped to manage and use their new document management system through our proven and systematic change management strategies and ongoing support services.
SharePoint DMS Integration Services
Maximise your SharePoint investment by integrating it with any of the following:
Microsoft 365
Integrate your SharePoint DMS with the suite of productivity tools in Microsoft 365 for a seamless user experience in your digital workplace.
Learn moreMicrosoft Teams
Simplify document management, streamline communication, and empower remote collaboration with Microsoft Teams and SharePoint.
Learn moreMicrosoft Dynamics 365
Improve data management, file processing, and collaboration by combining Dynamics 365 with the document management capabilities of SharePoint.
Learn moreiWorkplace
Take your SharePoint DMS adoption to the next level by meeting your organisation’s information regulatory compliance obligations at scale with iWorkplace.
Learn more
Let’s make your SharePoint DMS implementation a success!
Building a SharePoint document management system is a lot of work, but we can help you get started in the right direction. Putting our clients’ needs at the centre of our projects, we bring innovative, impactful, and creative solutions that help Australian businesses achieve more from their Microsoft 365 and SharePoint investments.
Our talented and experienced consultants will meet you no matter where you are in your digital transformation journey, working with you to understand your existing business processes and how to best achieve your desired business outcomes.
For over 30 years, this proven approach helped us to achieve a net promoter score of 90 consistently, have an average client retention of 9.7 years, and be trusted by some of the most recognisable Australian brands:
Professional Advantage is a Microsoft Cloud Solutions Partner for Modern Work, Security, Business Applications, Data & AI Azure, Infrastructure Azure, and Digital & App Innovation Azure.
Explore SharePoint for Document Management
Schedule a time below to discuss your organisation's unique document management requirements, and we’ll make recommendations based on our years of experience and industry knowledge. Our 60-minute consultation is absolutely free of charge. Complete the form below, or contact us on 1800 126 499 to speak to one of our experts today.
More ways to use SharePoint
Looking for more information?
Click on the links below to access industry-specific solution pages, blogs, eBooks, on-demand webinars, case studies, or videos to learn more about SharePoint.
Not-for-Profit Industry
Learn the solutions we built to digitally transform not-for-profit operations using SharePoint.
Learn now
Construction Industry
Discover how we’re addressing the distinct needs of construction companies with SharePoint.
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Successful Projects
Check out how our clients are successfully using SharePoint to modernise their business.
Visit Client Success
Frequently Asked Question
Find the answers to the most frequently asked questions about SharePoint.
Check the FAQ
Videos
Watch SharePoint on-demand demos and recorded webinars on our YouTube channel.
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