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Current and informative content about Shareflex, SharePoint and Microsoft 365.

The Shareflex QMS cockpit gives access to all approved quality documents. The list view includes powerful filters and columns to quickly search …

AI Contract Analysis in Shareflex Study: Setting up an intelligent AI system capable of answering complex questions about company contract documents (PDF) …

What’s a conditional access policy? Conditional access policies help organizations enhance security and compliance by allowing precise control over user authentication in …

What’s a Defender OAuth Apps policy? A Defender OAuth Apps policy in Microsoft Defender for Cloud Apps (formerly known as Microsoft Cloud …

Microsoft Copilot Shareflex – Chatbot All Shareflex ECM solutions include a document preview pane located on the right side of the screen, …

Shareflex Outlook Shareflex Outlook is a powerful Outlook add-in designed to enhance your Microsoft Outlook experience by seamlessly integrating with Shareflex’s Enterprise …

Introduction to Shareflex Contract AI Services (Microsoft) In today’s fast-paced business environment, managing contracts efficiently is crucial for maintaining compliance and maximizing …

The future of the Shareflex Forms Designer In our default project for clients, we customize ready-made Portal Systems Shareflex solutions like QMS …

Introduction Shareflex® Law Practice for SharePoint Online is a legal case file management system for lawyers that seamlessly integrates with Microsoft 365 …

The goal is to see how well M365 backup can restore a Shareflex application, such as contract management, in case of a …

Goal Our goal is to protect a SharePoint Online Shareflex application, such as Contract Management, from accidental or malicious deletion or modification …

Shareflex integration with Microsoft Purview The goal is to protect documents (Word, Excel, PowerPoint) in a SharePoint Online (SPO) Shareflex solution (like …

In the Shareflex solution Document Control (QMS), it’s possible to sync QM record metadata automatically to the Word document. See the image …

AutoCAD integration of DWG files in Shareflex DMS AutoCAD is a desktop application for editing DWG files (drawings). At the client’s request, …

NitroPro integration of PDF documents in Shareflex DMS NitroPro is a desktop application for PDF editing and signing. At the client’s request, …

Shareflex Quality Documents SharePoint is a pre-configured, ready-to-use Microsoft 365 SharePoint Online Quality Document Management system. It facilitates the storage, access, management, …

DMS versus QMS There is an essential difference between document management (DMS) and document control (QMS) Document control is a more regulated …

Introduction We provide two types of document management applications: Shareflex Document Control. This is a comprehensive, strictly controlled document management application for …

Risk management, cybersecurity, document management, NIS2, how do these relate? Schedule a meeting with us regarding NIS2 Cybercrime worldwide and in the …

Power App for Shareflex Contract Management Power Automate Canvas app – All contracts in your pocket We provide a Power Automate app …

Introduction Shareflex Contract Management is a preconfigured ready-to-use Microsoft 365 SharePoint Online Contract Management system. It allows you to store, access, manage, …

Purpose of Shareflex Shareflex is a platform created by Portal Systems  that enhances Microsoft 365 and SharePoint Online with the ability to …

List and Library Versioning in SharePoint vs. Shareflex Basic Idea Enabling versioning in document collaboration, co-authoring, and list updates significantly enhances the …

Comparison Power Canvas vs Model driven apps Comparison Matrix Power Canvas vs Model driven vs SharePoint vs Shareflex Please check out this …

Archiving

ARCHIVING Archiving The digital archiving of documents is becoming an increasingly important topic in today’s world. The terms “archiving” and “digitization” now …

Reporting

REPORTING What is a Reporting? Reporting primarily refers to the means and measures for collecting, processing, storing, and presenting information within an …

Workflow

WORKFLOW MANAGEMENT Go to interactive demo Get in Touch What is a Workflow? The term “workflow” describes the chaining of various consecutive …

Explore the modern SharePoint Online application controls offered by Shareflex All SharePoint Online Shareflex controls on this page are developed by Portal …

Our top don’ts with Power Canvas Apps. Don’t use SharePoint list as view entry point to show your Canvas form. You might …

Power App version history for SharePoint list item coding example Retrieving the SharePoint list item version history from a Power App is …