Document control software based on SharePoint and Microsoft 365
Shareflex Quality Documents helps you to control and organise your quality management documents.
Flexible, secure and transparent.
Get your own first-hand impression of Shareflex® Quality Documents
You can find all important information about digital document control and quality management with Shareflex Quality Documents in our short guide and the feature overview. Additionally, you can convince yourself of the possibilities of our solution in a free online demo. And we are always happy to answer your questions in a personal conversation, too!
QM Cockpit
➀ Quick and clear access to relevant information from the QM portal
➁ Tree-style charts for processes, organigrams or the like
➂ Integration of process maps
➃ Personalised favourites and filters
➄ Access to central documents
➅ Latest publications of documents
Document Creation
➀ Simple document creation based on templates
➁ Use of existing document templates
➂ Automated generation of the document number
Office Integration
Automated transfer of meta data into documents of the following formats:
➀ Microsoft Word
➁ Microsoft Excel
Workflows
➀ Standards-compliant document control
➁ Multi-level and configurable approval process
➂ Logged acknowledgement of published documents
➃ Monitoring of the validity period including resubmission of documents
➄ Automatic cumulative email notifications
➅ Substitution rules
➆ Amendments to documents
Permissions
➀ Individual authorisations are configurable by means of a set of rules
➁ Subsequent updates of existing documents with admin functions
➂ Simple display of permissions
Notifications
➀ Daily, cumulative email notifications about release tasks, published documents, change requests, invalid documents etc.
➁ Reminder feature for open release tasks at a definable interval
➂ Acknowledgement of published documents with reading confirmation
➃ Email templates can be customised and extended
➄ Intervals for e-mail dispatch freely definable
Document File and Audittrail
➀ Mapping of the entire “Document Life Cycle”
➁ Complete history of all versions, workflows, tasks etc. for a document
➂ History of modifications of the document
➃ Stable link to managed documents
➄ Utilisation of easily customisable master data for the classification of documents
➅ Reorganisation of documents with admin jobs possible, e.g. when changing department names
Archiving
➀ Complete archiving of:
– all document versions
– the review and approval information
– workflow information
– invalid and withdrawn documents
➁ Long-term secure storage with Microsoft 365 features
➂ Possibility of converting documents to PDF/A
Process Map
➀ Dynamic navigation in processes and documents through a graphical process map
➁ Check and release of processes also by means of release workflow
Free online demo
Would you like to learn more about Shareflex Quality Documents? Just book an appointment for your personal online presentation right now! The presentation will tell you everything you need to know about document control with SharePoint (Online) and Shareflex. In about 60 minutes, individually and directly demonstrated on a live system by our Shareflex experts.
The user interface of Shareflex® Quality Documents
Get a first impression of the user-friendly interface of Shareflex Quality Documents, our SharePoint-based document control software.
Managing and controlling QM documents and processes can sometimes be very complex and it is not always easy to keep a clear picture. Therefore, we have developed an intuitive, easily understandable and clearly arranged user interface for our software. For it is only through user acceptance that the introduction of new software in your company becomes a success. This applies to digital document management as well as to all other business applications.
Understanding processes. Finding solutions.
A large number of leading companies are already taking the path to digitisation with the Shareflex Solutions by Portal Systems. Are you ready for the first step, too? Just contact us, we look forward to your questions!
A small selection of companies already managing their QM processes with Shareflex Quality Documents:
- Fritz Egger
- Thyssenkrupp
- Evonik
- Privatmolkerei Bauer
Do you have any questions? I will be happy to answer them personally!
Frank von Orlikowski
CEO and Sales
Phone +49 40 226040 00
info@portalsystems.de
