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
Shareflex® Quality Documents – Full flexibility in the quality management process
Shareflex Quality Documents 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 Integrated Management System (IMS). So you can easily integrate your quality manual and process map and generate guided documents with workflow support. The integration of a complaint management system that is already in place in your company is also possible without any problems.
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
Office Integration
Standard full MS Office integration is in place.
Automated transfer of metadata to documents in the following formats:
- Microsoft Word
- Microsoft Excel
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
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.
See for yourself
This demo will give you a detailed introduction of Shareflex Quality Documents, 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!
Shareflex® Quality Documents – 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.
Any questions? I will be happy to answer them personally!
SharePoint Sandbox test environment
Ready to explore SharePoint Document Control solution? Sign up now and gain access to our full-function SharePoint Online Sandbox test environment! Click the button below to get started.
The key functionalities of Shareflex Quality Documents are:
- Quick and clear access to relevant information from the portal.
- Easy to use thanks to a seamless SharePoint Online experience.
- Each individual document contains mandatory linked master data (record metadata).
- Document control workflow that complies with the standard.
- Monitoring of document validity period.
- Comprehensive notification options, such as read receipt.
- Audit trail for documents and records, history of workflows, tasks, and messages.
- Comprehensive search options and saving personal search criteria.
- Daily cumulative email notifications about everything of importance.
- 100% SharePoint Online software, quick to implement and easy to learn.
- Software installed via script in your own M365 environment.
- Reporting through Excel and/or Power BI.
- Full support for the security configuration of your M365 tenant.
- You manage the access rights yourself, so no hassle with yet another cloud vendor.
- Always online access to the system via a web browser, MS Teams, or Power App.
- Full integration with MS Office, including the transfer of master data.
- Legally compliant archiving of all (obsolete) data on secure long-term storage with Microsoft 365 features (Microsoft Purview).
Frequently Asked Questions
ALL DATA REMAINS WITH THE CUSTOMER
Even after the contract ends, the customer can still access this data through the standard functions of Microsoft 365 since the customer’s data is stored in the customer’s Microsoft 365 client or in the SharePoint Online environment of the customer.