Document ManagementCentralized. Secure. Audit-Ready. SimplifyIT offers a full-featured document management system designed specifically for banks and credit unions. Manage policies, procedures, and internal content with access control, version tracking, and collaborative tools. Key Features- Version Control. Every edit is tracked. Restore previous versions, view change history, and show regulators when updates occurred.
- Access Control. Lock down content by department, user, branch, or role. Prevent unauthorized views and edits.
- Favorites with Nicknames. Staff can bookmark important pages and label them with their own descriptions for easy recall.
- Collaboration Wall. Optionally enable a comment area for internal discussion on any page - without losing professionalism.
- Suggested Tags. Users can recommend tags for any page, subject to admin approval for consistency.
- Smart Search. Built-in Search with Context uses metadata and page groupings to improve result relevance.
- Audit Trail. Our centralized audit trail logs changes to every page, form, and policy - including deletions and approvals.
- Policy Review Reminders. Assign review cycles to content and notify owners automatically. See how it works.
Tailored for Financial InstitutionsOur document system was designed with examiners in mind. Whether you're organizing HR procedures, tracking board documents, or publishing IT security policies, SimplifyIT ensures your content is organized, controlled, and verifiable. Staff-Friendly Features- Favorites Panel. Staff can instantly access saved documents that matter most to them.
- Suggested Tags. Employees contribute to better search and organization without needing full edit access.
Built-In Compliance SupportFrom FDIC to NCUA to internal audits, SimplifyIT lets you show when content was updated, who updated it, and when staff last viewed it. No third-party tools needed.
Common Questions
What kinds of documents can we store in the intranet?
Anything internal - HR policies, IT procedures, board documents, forms, handbooks, and more. If it's meant for staff, it belongs in your intranet.
How is this different from just using a shared drive?
Shared drives lack version control, access rules, audit trails, and search relevance. Our document system is purpose-built for internal use at financial institutions.
Can staff bookmark documents or organize their own favorites?
Yes. Each user can bookmark pages and label them with nicknames for quick access from their personal favorites panel.
How do we control who can view or edit content?
You can restrict access by department, branch, role, or individual users - and control who can edit, view, or comment.
Does this help with audits?
Absolutely. Every document has full version history, timestamps, and view logs. You can export audit trails in seconds.
Can documents have review cycles or expiration dates?
Yes. Assign review periods to keep documents current. The system reminds owners automatically before review deadlines.
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 On-Prem or Hosted ✓ Cloud Hosted.
✓ On Premise.
✓ Self-Hosted.
Choose what
fits your FI.  Audit Ready ✓ Documentation.
✓ Documentation.
✓ More Documentation.
Auditors and examiners love
documentation and exports,
the software abides.  Microsoft Integration ✓ Entra AD.
✓ Teams.
✓ Office 365 Email.
Fully integrated.  Instant Search Smart, relevant
real-time, Instant
Search - restricted
by role.  Policy Tracking Be ready for auditors
and examiners by
tracking those policy
acknowledgements.  Smart Workflows ✓ Onboarding.
✓ Offboarding.
✓ Audit Exceptions.
✓ Everything Else.
Route, track and
document. |
