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ShareDoc — Complete document management and workflow on SharePoint

ShareDoc is a document management and workflow platform running on top of SharePoint, adding dozens of capabilities the platform does not ship with - automatic numbering, approval thresholds, retention schedules, OCR and a complete audit trail.

Installed in your own tenant, without moving documents out of SharePoint. You keep the infrastructure, the licences and the control - and gain the document layer that is missing.

What SharePoint does not do on its own

SharePoint is an excellent storage and collaboration foundation. What is missing - and what ShareDoc delivers - is the document and process layer regulated operations require.

Standard SharePoint
ShareDoc
Free-form file names chosen by the user
Automatic numbering per document type, with mask, sequence and yearly reset
Linear versioning with no formal revision control
Revision cycle with validity dates, automatic obsolescence and per-version change history
Single-level content approval
Thresholds by value and criticality, serial and parallel stages, delegation and deadline escalation
Retention configured outside the library, in Purview
Retention schedule per document type, with active and intermediate custody and reviewed disposal
Full-text search only, no image reading
OCR on ingestion, making every scanned document and image PDF searchable
Audit trail scattered across the tenant log
Consolidated per-document trail: who viewed, edited, approved, printed and downloaded

Dozens of capabilities beyond standard SharePoint

Four modules working together on top of your current environment.

Advanced workflow

An approval engine covering the scenarios Power Automate would require you to build and maintain case by case.

  • Serial, parallel and first-responder approval
  • Thresholds by value, category and cost centre, configured on screen
  • Per-stage deadlines with reminders, escalation and automatic reassignment
  • Time-boxed delegation, recording who decided on whose behalf
  • Electronic signature with a timestamp on the document
  • Return for correction, resuming at the exact point in the flow
  • Immutable audit trail of every decision and justification

Advanced document management

The document layer that turns a library into a controlled archive.

  • Automatic numbering per document type with a configurable mask
  • Revision control with validity, obsolescence and automatic replacement
  • Retention schedule applied per type, with assisted disposal
  • Document types with mandatory metadata and completion validation
  • Dynamic stamping and watermarks carrying document and reader data
  • Controlled copies with distribution and recall tracking
  • Read-only portal publishing of currently valid documents

Capture and integration

High-volume document intake, from paper or other systems, without manual typing.

  • OCR on ingestion, producing searchable text in PDFs and images
  • Batch scanning with automatic separation by barcode
  • Bulk import from the file server, mapping folders to metadata
  • Digital dispatch and transit tracking between business units
  • ERP integration linking documents to orders, contracts and invoices
  • Email capture: a monitored mailbox that classifies and files attachments
  • REST API for integration with in-house systems

Dashboards and compliance

Operational visibility and evidence ready for audit.

  • SLA dashboard by flow, stage and approver
  • Productivity indicators and average approval time
  • Exportable audit reports for certification evidence
  • Support for ISO 9001 document and record control requirements
  • Granular access control by document type, unit and role
  • Personal data inventory for handling data subject requests
  • Alerts for expired documents, pending revisions and stalled flows

Licence + implementation

ShareDoc is licensed per company and delivered with an implementation project: document type configuration, approval flow design, archive migration and user training.

Pricing on request, based on user count and implementation scope.

  • Perpetual or annual licence, based on the size of the operation
  • Implementation led by the team that builds the product
  • Runs in your tenant - documents never leave your SharePoint
  • Ongoing support and product evolution

See ShareDoc applied to your process

Book a demo run against a real case from your operation - an approval flow or a document type that currently causes friction.

Request a demo