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Document Management Features Built for banks, credit unions, and compliance.

Our document management system isn't a generic cloud file tool. It's designed for the real-world needs of banks and credit unions - complete with role-based access, audit trails, and document lifecycle tracking.

Explore features below, or request a demo to see how it fits your institution.

Available Features

What Makes It Different?

Most file-sharing tools weren't built for regulated environments. SimplifyIT is. Our document management integrates seamlessly with your intranet, help desk, and workflow tools - giving your team a full-picture system with zero extra logins or maintenance.

Still Using Network Drives?

Request a demo and we'll show how easy it is to move to a cleaner, searchable, and audit-ready environment - no IT help required.

 
 
 
 
On-Prem or Hosted
 
On-Prem or
 
Hosted
✓ Cloud Hosted.
✓ On Premise.
✓ Self-Hosted.

Choose what
fits your FI.
Audit Ready
 
Audit
 
Ready
✓ Documentation.
✓ Documentation.
✓ More Documentation.

Auditors and examiners love
documentation and exports,
the software abides.
Microsoft Integrated
 
Microsoft
 
Integration
✓ Entra AD.
✓ Teams.
✓ Office 365 Email.

Fully integrated.
 
Smart AI Search
 
AI-Assisted
 
Search
Smart, intent-based
search - powered by
AI. No training. No
exposure. Your data
stays private.
Policy Tracking
 
Policy
 
Tracking
Be ready for auditors
and examiners by
tracking those policy
acknowledgements.
Smart Workflows
 
Smart
 
Workflows
✓ Onboarding.
✓ Offboarding.
✓ Audit Exceptions.
✓ Everything Else.

Route, track and
document.
 
✦ trusted in banking since 2004 ✦