Document Management & Compliance

Document Control That
Passes Every Audit

We design document management systems (DMS) on SharePoint Online that centralize, govern, and provide complete traceability to every document in your company.

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Why act now?

Auditors ask questions you can't answer today

Organizations that manage documents manually or in shared folders systematically fail quality and regulatory compliance audits.

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Impossible traceability

Who approved this document? When was it changed? Without a DMS, these auditor questions have no verifiable answer.

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Uncontrolled versions

Multiple copies of documents in different folders generate operational errors and legal risks from using the wrong version.

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Expired documents in use

Outdated procedures and instructions keep circulating because there's no system for validity tracking and automatic alerts.

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Inefficient search

Finding the right contract or current procedure takes minutes or hours. Every search is time and money wasted.

Our methodology

DMS structured to withstand any audit

We design the document model from scratch, aligned to your standards and adapted to the real structure of your organization.

01

Document Assessment

We survey document types, approval processes, classification systems, and current regulatory requirements of your organization.

02

Model Design

We create the corporate taxonomy, content types, required metadata, retention policies, and library structure in SharePoint.

03

Build & Workflows

We configure the DMS in SharePoint and build approval workflows, automatic notifications, and document validity controls.

04

Training & Go Live

We train document managers and end users. We support the go-live and provide post-implementation support.

What you receive

Deliverables included in the project

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Document model and taxonomy

Architecture of document types, categories, metadata, and naming policy adapted to your industry and regulations.

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Content types and metadata

Technical configuration of SharePoint content types with metadata columns, allowed values, and required fields.

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Automated approval workflows

Power Automate workflows for document request, review, approval, and publication with audit trail.

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Version and validity control

Major/minor version control, publication states, expiration alerts, and automatic archiving of obsolete versions.

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Permissions by area and classification

Security model with granular access by department, confidentiality level, and user role.

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Administration manual and training

Technical DMS documentation and training workshops for document managers, administrators, and end users.

Frequently asked questions

What we're always asked

Next step

Your next ISO audit can be stress-free

Tell us your current situation. We'll show you concretely how a DMS on SharePoint solves your document compliance challenges.

check_circleNo commitmentcheck_circleResponse in 72hcheck_circleISO specialists