Intranet Search for Credit Unions Fast, permission-aware results across forms, files, and procedures

Your intranet should help staff find what they need - fast. SimplifyIT's intranet search does exactly that, indexing your internal pages, forms, documents, and even SharePoint or file server content into one simple experience.

Whether you're managing loan procedures, HR policies, or team checklists, this tool makes it easy to find the most current version - right when you need it.

Smart Search That Respects Permissions

Staff only see what they're allowed to see. Results are filtered automatically based on group or individual permissions - so there's no risk of showing the wrong thing to the wrong person.

Search Beyond the Intranet

Want to search a SharePoint library, network drive, or Microsoft Teams folder? SimplifyIT supports hybrid search sources - so you can index documents from multiple platforms in one unified experience.

Support for Tags, Filters, and Priorities

You can add keyword tags, categories, and page priorities - so staff can filter results and admins can make important content more visible. Results can also link to policies stored in your document management system.

Use Case: From Frustration to Efficiency

A frontline employee at FirstCU needed to verify the latest overdraft policy. Instead of waiting on email replies or digging through folders, she typed 'overdraft policy' in the intranet search. The top result showed the newest version, approved by compliance - saving time and reducing risk.

Designed for Credit Union Teams

Compliance officers, frontline staff, and IT teams all benefit from intranet search. Whether it's a policy, a product matrix, or a how-to form - everyone can find the right version fast.

Common Questions

Can staff search across documents, forms, and procedures?
Yes. SimplifyIT indexes files, forms, and intranet pages so staff can search everything from one box - even if the content is stored in SharePoint or a file server.
Does the search respect permissions?
Absolutely. Results are permission-aware, meaning users only see what they're allowed to access - no accidental overexposure.
Can we boost certain results to appear higher?
Yes. Admins can prioritize specific pages or keywords to influence rankings and make important results more visible.
Does it support keyword tags or categories?
It does. You can tag pages, documents, and tools with keywords or categories - and users can search or filter by those tags.

Get a Demo or Ask Questions

If you're not sure whether your current intranet can do this, let's chat. We'll show you how SimplifyIT makes search simple - and powerful.

Watch a 5-min demo or book a walkthrough.

 
 
 
 
 
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