Bank Document Management Tools
Organizing internal documents shouldn't require multiple systems or endless folders. SimplifyIT makes it easy for banks to manage policies, procedures, forms, and files - all from a secure intranet.
Centralized Storage with Smart Permissions
- Policy Library: Keep your most important compliance documents versioned and accessible
- Role-Based Visibility: Limit access by job title, department, or group
- Branch-Specific Files: Organize regionally-relevant documents for each location
- Board and Exec Only: Protect strategic materials with high-level access rules
Built for Compliance
With version control, audit trails, and FDIC compliance support, our document management tools ensure your bank is always exam-ready. Export logs, verify acknowledgments, and track changes without relying on email or external tools.
Search and Filter with Speed
Find the right document in seconds - by name, category, department, or content. Our full-text search covers file names, metadata, and content (where applicable).
Track Acknowledgments
If needed, require employees to acknowledge receipt of updated policies and export logs for review. You decide what's required, and for whom.
Explore Related Features
Common Questions
Can we track who added or changed documents?
Yes. All document activity is logged in the audit trail - including uploads, edits, and permission changes.
Does the system support version control?
Yes. You can store, view, and restore previous versions of any document with built-in version tracking.
Can we control who sees what?
Absolutely. Permissions can be set at the document or folder level - by role, department, or individual user.
