Document Repository Software Built for Banks and Credit Unions

Too many banks and credit unions rely on network drives, email threads, or outdated portals to share internal documents.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.

It's more than just storage - this is document repository software built specifically for internal bank and credit union use.

SimplifyIT's document repository software gives banks and credit unions a single place to store internal policies, procedures, and forms - with search, permissions, and audit trails built in.

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

Common Questions

What is a centralized document repository?

A document repository is a centralized, searchable storage location for internal files like policies, procedures, forms, and plans. Intranet-based repositories make it easy for staff to access what they need securely and consistently.

What makes SimplifyIT's document repository software different?

Unlike basic file shares or SharePoint, SimplifyIT's document repository is purpose-built for banks and credit unions. It includes version tracking, permissions by role, retention alerts, and a full audit trail - all with no IT setup required.

Can we replace our network drive or SharePoint with this?

Yes. SimplifyIT replaces outdated drives and folders with a structured, secure repository that's easier to manage, faster to search, and built for compliance.