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​

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​
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

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

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
Popular

Custom Installation

Custom
  • Build a package to fit your needs
  • Additional training across multiple departments
  • Integration into existing services
  • 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

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