Document Management for Credit Union Intranets
Centralize Policies, Procedures, and More
Stop juggling files across shared drives, emails, and outdated portals. SimplifyIT brings everything into one intranet - from policy manuals and HR forms to IT documentation and board packets - with version tracking, acknowledgments, and audit trails built in.
Designed for Credit Union Compliance
Benefits for Staff and Auditors
Internal documentation should be easy to manage and even easier to access. With SimplifyIT, your team can find what they need fast, while auditors and leadership see clear trails of accountability.
Frequently Asked Questions
Can we manage policies and procedures inside the intranet?
Yes. You can upload, update, and track all internal policies and procedures with full version history and staff acknowledgment logs.
Does the intranet support version control?
Yes. Every document has a version history with rollback and change tracking - so you can always see what changed and when.
Can staff be required to acknowledge new policies?
Yes. You can require acknowledgments for any document, track responses, and export logs for auditors or leadership.
What kind of documents can we store?
Everything from policy PDFs to HR forms, IT procedures, vendor contracts, and board materials. You decide what goes where.
Can we search across document contents?
Yes. Our full-text search covers document titles, descriptions, and content - making it easy to find what you need instantly.
Is this different from SharePoint?
Yes. While we support SharePoint links - and searching documents - SimplifyIT is designed to be easier to manage and tailored for compliance-heavy credit union workflows.
Related Intranet Features
- Version History - Full revision tracking with rollback
- Policy Acknowledgment - Require signatures and export logs
- Advanced Search - Find content instantly across all docs
- Permissions - Limit access by role or department
