Solutions  •  Why SimplifyIT?  •  Testimonials  •  Resources  •  Contact   
(only 5 minutes)
 

Knowledge Base & Document Management

Organize and maintain institutional knowledge effortlessly. SimplifyIT's Knowledge Base combines secure document libraries with version control, article templates, and review workflows - so teams always access the latest policies, SOPs, and how‑to guides.

Core Document Management Features

  • Document library with version history and rollback support
  • Tagging and categories for easy filtering
  • Faceted search including content type, tags, author, and keywords
  • Template-based article creation for SOPs, FAQs, and HR guides
  • Scheduled review reminders and archival workflows
  • Access controls by role, department, or branch

Employee Contribution Tools

Enable staff to contribute knowledge with ease. Employees can draft articles, add tips, attach files, and submit changes - all subject to approval before going live.

Knowledge You Can Audit

  • Integrated audit trail for document edits, approvals, and publication
  • Exportable logs for compliance reviews
  • Scheduled content reviews to maintain current policies

Smart Search & Discovery

  • Natural language search with autocomplete suggestions
  • Filters by category, department, document type, and date
  • Featured articles and pinned updates for high-value content

Workflow & Maintenance

  • Draft → Review → Publish states with approver assignment
  • Automated reminders for upcoming reviews
  • Alerts when documents go stale or require updates

Related Features & Definitions

 
 
 
 
 
 
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.
 
 
AI-Assisted
 
Search
Smart, intent-based
search - powered by
AI. No training. No
exposure. Your data
stays private.
 
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.
 
✦ trusted in banking since 2004 ✦