Microsoft Copilot Shareflex – Chatbot All Shareflex ECM solutions include a document preview pane located on the right side of the screen, as illustrated in the
Document Control (QMS) for SharePoint M365
Organise and control your Quality Management documents.
- Ready to use professional QMS solution.
- Supports ISO 9001 / 27001 standards.
- Auditing and archiving.
QMS / Document Control SharePoint – Full flexibility in the quality management process
Our Documents Control (QMS) software is based on SharePoint and Microsoft 365 and offers you a complete solution for document control. The software helps you manage your QM documents and integrates seamlessly with your M365 environment, including MS office and Outlook. So you can easily integrate your quality manual and process map and generate guided documents with workflow support. All QMS documents are stored in your own M365 tenant, giving you the freedom to integrate additional M365 services with the QMS—such as backup, data security, reporting, Power Apps, Copilot AI, Purview, MFA, AppSource, to name a few. The QMS Software for SharePoint can also be tailored by us to meet your specific needs.
Benefits of QMS Software on SharePoint
The main benefits of Lialis QMS Software on SharePoint Online and M365:
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Microsoft 365
QMS work revolves around Word documents, making it logical to store them in SharePoint for perfect integration with MS Office 365. With M365 Cloud, you are at the forefront of IT, as Microsoft is a leader in office automation. Our QMS software is installed on your own M365 SharePoint Online tenant. The benefits are numerous:
Security
Integration
BackupAutomatic Backups: Your data is automatically backed up by Microsoft, so no more worries about data loss.Compliance
Audit Trail
Scalability
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Microsoft AI Copilot
When the organization is licensed for Microsoft 365 Copilot, they can fully integrate Copilot into their
Shareflex QMS solution. This enables users to seamlessly enhance productivity by utilizing advanced AI
capabilities directly within their Shareflex applications.
QM Cockpit
- Quick and easy access to relevant information from the QM portal
- Tree diagrams for processes, organisation charts etc.
- Integration of process maps
- Personalised favourites and filters
- Access to central documents
- Latest publications of documents
Document creation
- Simple document creation based on templates
- Use of existing document templates
- Automatic generation of document numbers
Process Map
- Dynamic navigation in processes and documents via graphical process map
- Review and approval of processes also via approval workflow
Workflows
- Standards-compliant document control
- Multi-stage and configurable approval process
- Recorded acknowledgement of published documents
- Expiry date monitoring, including document resubmission
- Automatic cumulative email notifications
- Proxy rules
- Change requests for documents
Notifications
- Daily, cumulative email notifications on approval tasks, published documents, change requests, invalid documents etc.
- Reminder function for open approval tasks at a definable interval
- Acknowledgement of published documents with reading confirmation
- Customisable and extensible email templates
- Freely definable intervals for sending emails
Permissions
- Individual permissions configurable via rules engine
- Subsequent updates of existing documents with admin functions
- Easy display of permissions
Document administration and audit trail
- Mapping of complete document lifecycle
- Complete history of all versions, workflows, tasks etc. of a document
- History of changes to a document
- Stable link to managed documents
- Use of easily customisable master data for document classification
- Ability to reorganise documents using admin jobs, e.g. when department names change
Analysis & Reporting
- Flexible reports on all metadata
- Excel export
- Graphical reports with Power BI
Archiving
- Full archiving of all document versions
- Archiving of review and approval information as well as workflow data
- Archiving of invalid and withdrawn documents
- Long-term secure storage with Microsoft 365 capabilities
- Ability to convert documents to PDF/A
QMS Document Control SharePoint demo
This demo will give you a detailed introduction of SharePoint Document Control QMS, the solution for quality management / document control on the basis of Microsoft 365 and SharePoint. We show you the main features and give you a first impression of the software’s user-friendly interface. But it’s best to see for yourself!
QMS SharePoint – Important articles selected for you
Introduction Link to the product page for Document Control Software SharePoint. Shareflex Quality Documents SharePoint is a pre-configured, ready-to-use Microsoft 365 SharePoint Online Quality Document Management
Purpose of Shareflex Shareflex is a platform created by Portal Systems that enhances Microsoft 365 and SharePoint Online with the ability to deliver business solutions with
Shareflex Outlook Shareflex Outlook is a powerful Outlook add-in designed to enhance your Microsoft Outlook experience by seamlessly integrating with Shareflex’s Enterprise Content Management (ECM) solutions.