Document Management For Banks and Credit Unions.
Policies. SOPs. Procedures. HR forms. Call reports. When it comes to internal documents, SimplifyIT keeps them centralized, organized, searchable, and secure - without overwhelming staff.
One Source of Truth
- Organize documents by department, topic, or role
- Control visibility by user group, branch, or permission level
- Upload PDFs, Word docs, Excel files, images, and more
- Use tags and quick-links to surface frequently accessed files
- Mobile-friendly and search-optimized for everyday use
Track Changes and Stay Compliant
Enable version control to track updates, keep past versions, and show modification history. Great for policy changes, procedure reviews, and audit documentation.
Built for Examiners and Everyday Use
- See who last updated a file - and when
- Restrict or open access by role or branch
- Log downloads and views for sensitive content
- Ensure staff always get the current version
Replace the Shared Drive Chaos
If your shared drive has a "P: drive," "HRDocs," or "PolicyArchive" folder, you're not alone. SimplifyIT gives you the structure and accountability today's institutions require - without sacrificing ease of use.
Need Help Organizing It All?
Request a demo and we'll talk about how other institutions organize, version, and share their internal documents with SimplifyIT.
