Smarter Folder Structure Designed for Financial Institutions ★ Folders inside folders create chaos. Ours don't. ★ Why Folder Sprawl Happens- Too many layers - Everyone creates their own structure, and it snowballs
- Duplicate folders - Staff recreate what they can't find
- Confusing naming - Folder names like "New_Final_v2" don't help anyone
- Lack of guidance - No default structure = instant mess
What We Do Differently- Shallow folder hierarchies - No more than 2-3 levels deep, unless complexity is absolutely necessary
- Cross-category organization - Forms, policies, files - everything has a home
- Search-first mindset - Staff don't have to browse if they don't want to
Built for Real StaffYou don't need breadcrumb navigation when the folder system makes sense. We built SimplifyIT so anyone - even non-technical users - can find what they need without clicking through six levels of folders. It just makes sense.
Common Questions
Can we customize the folder structure?
Yes. You can define your own top-level folders and categories - and any individual knowledge page can have a unique, custom structure.
Is this better than shared drives?
Much better. Instead of endless nesting and duplicates, SimplifyIT keeps your folders clean, shallow, and searchable - with automatic version control built in.
Do staff need training to use it?
Nope. If they've ever clicked a folder, they'll know what to do. And they'll never need to go more than a couple layers deep.
|  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. |
