Document Repository
Store, organize, and access policies, procedures, forms, SOPs, and manuals in a centralized, searchable document repository built for banks and credit unions. SimplifyIT ensures everything is secure, versioned, and instantly available to those who need it.
Why Financial Institutions Need a Better Document Hub
- Disorganized Drives: Scattered folders and files across shared drives waste time and increase risk.
- Version Confusion: Without tracking, it's unclear what's current or who changed what.
- No Access Control: Employees often access or edit documents they shouldn't.
- Compliance Pressure: FDIC and NCUA Examiners expect quick access to finalized, traceable documentation.
How SimplifyIT Handles Document Management
- Smart Categories: Organize documents in a way that makes sense for your team - by type (policies, SOPs, HR forms, manuals, or training material), role, branch. You can even cross-categorize.
- Version Control: Track revisions automatically, with restore options and visibility into changes.
- Role-Based Access: Set permissions by department, role, or even individual users.
- Instant Search: Instant access to documents and knowledge that people use often.
Built for Banks and Credit Unions
We've worked with financial institutions since 2004. This repository isn't general-purpose-it's designed for NCUA, FDIC, and internal audit readiness. Whether you're preparing for an exam, training staff, or updating procedures, the right document is always at your fingertips.
Connect It All Together
Documents can be linked to policy acknowledgment workflows, referenced in onboarding automation, or embedded in internal announcements. Everything lives in one connected platform.
