Document Repository Centralized, searchable, and secure.

Too many banks and credit unions rely on network drives, email threads, or outdated portals to share internal documents. SimplifyIT gives you a secure, centralized document repository - purpose-built for financial institutions.

Organized and Easy to Manage

Organize files by department, category, or custom folder groups
Role-based permissions control who can view or manage documents
Full-text search with filters by title, author, department, and tags
Built-in retention tracking and expiration alerts
Quick preview support for PDFs, Word files, images, and more

Track Activity and Stay Compliant

Every view, upload, and edit is logged. You'll always know who accessed a document, when it was last reviewed, and what changes were made. This makes it easy to respond to audits or examiner questions.

Replace SharePoint, Network Drives, and Shared Folders

SimplifyIT's document repository is easier to manage and faster to use - with no IT involvement required for day-to-day changes. Whether you're replacing a clunky SharePoint setup or trying to organize scattered files, we make it simple.

Common Use Cases

Storing internal policies and procedures
Maintaining HR documents like handbooks, forms, and job descriptions
Centralizing IT documentation for support and troubleshooting
Sharing disaster recovery plans and business continuity info
Giving branch teams access to current forms and templates

Ready to Centralize Your Documents?

Request a demo and we'll show you how SimplifyIT makes document access secure, searchable, and painless - even across branches.

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