Document Management

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 Institutions

Our 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

• Auto-linked content. Highlighted references connect related documents together automatically.
• 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 Support

From 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.

Want to See It in Action?

Schedule a demo or check out our short video overview.