Version Control for Banks and Credit Unions
Compliance and clarity demand visibility. Whether it's a policy update or an importan procedural change, SimplifyIT automatically archives previous versions. Content managers can leave notes for documentation, and can always access former versions.
What it replaces: messy shared drives, rogue draft copies in email threads, and stale SharePoint versions that no one trusts.
★ Examiners are coming. Let's be prepared. ★
Edit → Save → Auto-Versioned
How It Works
- Edit - Open a policy, procedure, or file and make your changes.
- Save - Add an optional note explaining what changed and why.
- Auto-Versioned - SimplifyIT instantly archives the old version, timestamps it, and adds it to the change history.
- Available - The version is available to content managers and admins anytime.
Export for Examiners
With one click, generate a downloadable change log for any date range. Print it, save as PDF, or share directly with examiners.
Built for Audits and Daily Workflows
- Every change is timestamped and archived
- Past versions remain accessible to content managers
- Audit trail records events made by content managers
- Reviewers can compare current and prior content
Files, Pages, and More
Version control applies not just to critical information - like policies, procedures, forms and manuals; but also includes intranet pages, uploaded files like PDFs, Word documents, and training manuals. Need to restore a prior draft? Just click to revert or download the archived copy.
Common Questions
Can we restore a previous version of a document?
Yes. Version control lets you restore any earlier version of a document or policy with just a few clicks, ensuring nothing is ever lost.
Does version control track who made changes?
Absolutely. Every version shows who made the change, when it was made, and what was updated - creating a clear audit trail for compliance.
Can version control help with audits?
Yes. With full change history and archived versions, examiners can easily review updates and verify compliance with regulations like GLBA or NCUA.
Is version control automatic or manual?
It's automatic. Any time you update a document, policy, or file in SimplifyIT, the system creates and stores a new version without extra steps.
With SimplifyIT, you never lose the thread. Version control is automatic, seamless, and compliance-ready.
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