Replace the Public Drive
Remember when the public drive was perfectly manicured, with neat folders and only the latest file versions?
Yeah. Neither do we.
For years, financial institutions have relied on the Public Drive to store policies, forms, and internal files. But today, this outdated approach causes more problems than it solves - especially when compliance, access control, and searchability matter.
Why the Public Drive Falls Short
- Outdated files: No version control means old forms and policies are everywhere.
- No acknowledgment tracking: There's no way to ensure staff reviewed the latest content.
- Terrible search: Users waste time hunting for the right file - or worse, give up.
- Risky access: Either everyone has access... or no one does.
- No audit trail: There's no record of who viewed or updated what.
What's at Stake for Banks and Credit Unions
Stale forms and inaccessible procedures aren't just an inconvenience - they're a liability. During audits or staff reviews, your institution must demonstrate control over its content. The Public Drive provides no visibility, no tracking, and no accountability.
What to Use Instead
With SimplifyIT, you get a secure, role-based document system that solves all the problems the Public Drive creates. Staff only see what they need. Admins control versioning. Search works instantly. And everything is logged.
Explore More Use Cases
Still relying on email threads for approvals? Managing procedures with shared Excel files? See how SimplifyIT replaces common inefficiencies across the board.
Common Questions
Why is the Public Drive a problem for banks?
Public drives are difficult to manage, lack version control, and don't offer audit trails or acknowledgments - all of which are crucial for banks and credit unions trying to maintain compliance.
What's a better alternative to a shared drive?
A role-based intranet with version-controlled document management, intelligent search, and built-in compliance tracking is the best long-term solution for financial institutions.
Can SimplifyIT import our Public Drive content?
Yes. We can help migrate folders, forms, and files into your new intranet - with better structure, access control, and versioning.
Helpful Definitions & Related Features
