Smart DMS
for Policies and Procedures
Store, search and manage your company documents with our Smart DMS Library for Policies and Procedures for SharePoint and Teams.
Smart DMS is a user-friendly document management solution built in SharePoint, Teams and Microsoft 365 that ensures compliance and utilisation of your Policies, Procedures & Process documentation across your organisation.
What is a Smart DMS Library?
Having a central location to create, track and implement business policies is important. Particularly in businesses where compliance needs to be implemented and regulated.
Smart DMS is built for Teams, SharePoint and Office 365, you can easily bring your policy management into your modern workplace.
We have created an easy-to-use Smart DMS library to store documents, update policies and manage procedures/processes, so that they are seen by the right team members and updated by the relevant staff. With a user-friendly interface, for every department.
Key Features
Single Central System
Smart DMS provides a single source for your company documents - for owners, policy writers and employees
Induction
Give you new recruit an awesome day 1 experience, with assigned tasks for all documents they need to read and acknowledge
Document Templates
Create and use document templates to ensure standards and consistency across your files
Secure Audience Targeting
Ensure all employees have access to the correct version of any document based on department, location, team or role
Auditing
Audit Document Changes as well as User Reads/Attest tasks - including Induction
Application Tagging
Tag Documents with Application tags, to build training manuals and guides for your primary applications
Filter & Search
Easily navigate and find documents with filtering, search, categories and tagging
Notifications
Never miss a review as Smart Library sends notifications for Review Cycle reminders, Published Changes, Read/Attest Tasks and Suggestions
Mobility
Using Office 365 means your team can access the files from any device and any location
Use tools you know
Get up to speed quickly as Smart DMS is built on Office 365, you can continue to use the tools you know and love - Word, Excel, Visio etc
Suggestions
Can't find the file you are looking for? With suggestions you can put forward ideas for new documents to be created and added to Smart Library
Versioning
Have published versions available, while drafting changes to the same document
Pricing Options
Smart DMS for
Small Business
Ideal for small businesses looking to grow
$
247
Per Month
-
Up to 20 Staff
-
Up to 50 Managed Documents
-
Unlimited Notifications
-
Free Standard Document Templates
-
Induction Tasks
-
Application Tagging
-
Premium Document Templates
-
Migration/Conversion Admin​
Onboarding, Setup, Customisation and Training Excluded.
Smart DMS for
Corporate
Smart Document Management at your core
$
497
Per Month
-
Up to 200 Staff
-
Unlimited Managed Documents
-
Unlimited Notifications
-
Free Standard Document Templates
-
Induction Tasks
-
Application Tagging
-
Premium Document Templates
-
Migration/Conversion Admin​
Onboarding, Setup, Customisation and Training Excluded.
Popular
Smart DMS for
Enterprise
Large enterprise level document control
Custom
packages available
-
Unlimited Staff
-
Unlimited Managed Documents
-
Unlimited Notifications
-
Free Standard Document Templates
-
Induction Tasks
-
Application Tagging
-
Premium Document Templates
-
Migration/Conversion Admin
Onboarding, Setup, Customisation and Training Excluded.
Save with Managed 365 plans
Talk to us about how...
Installation Options
Installation
$
3995
-
Configure SharePoint Site
-
Setup User Permissions
-
Install Smart DMS Library
-
Teams Integration
-
Configure Categories
-
Admin Team Training (1hr Virtual)
-
2 Hours of Go Live Support
Any customisation is Excluded, additional training is available as an add on. In Person Training will be considered with adding travel and expenses.
Premium Installation
$
7995
-
Configure SharePoint Site
-
Setup User Permissions
-
Install Smart DMS Library
-
Teams Integration
-
Configure Categories
-
Multiple Admin Team Training (3 x 1hr Virtual)
-
Document Editor Training (1hr Virtual)
-
8 Hours of Go Live Support
Any customisation is Excluded, additional training is available as an add on. In Person Training will be considered with adding travel and expenses.
Popular
Custom Installation
Custom
-
Build a package to fit your needs
-
Additional training across multiple departments
-
Integration into existing services
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Customised Solution Workflow
-
Personalised help/training documents
Ready to Talk?
Book a time with me, so we can talk about what you are looking to achieve and how we can help you.
"Let me help you with your digital transformation to a modern workplace in Office 365"
Ian Bennett
CEO & Workplace Transformation Consultant
Book a time