Quality Docs Lite

On SharePoint Online and Microsoft 365

Quality Docs Lite (QDL) simplifies and secures the management of critical company documents in SharePoint Online.

With a document approval workflow and enhanced permissions, QDL ensures document integrity throughout the review and approval process.
It is a streamlined version of our full Quality Documents application, preconfigured and ready for use in Microsoft 365 SharePoint Online.
QDL allows for the storage, access, and management of quality documents and other digital content across their life cycle, from creation to revision to archiving.

Review & Approval Workflow

Secured & tamper-proof

In the document workflow approval:

The document is locked and cannot be altered.
Only the creator and contributors have access to the new document before approval.
Once approved, the document becomes visible to everyone.
If a document is removed from the final state, only the author has permission to view and modify it.

Microsoft 365 and SharePoint Online

High end user experience
User-friendly interface: intuitive Design
Elegant document forms with meta data
SharePoint Online application
Build with Shareflex by Portal Systems
Easily customizable to fit the needs
Fully integrated with Microsoft 365 / Teams

Quality Docs Lite

On SharePoint Online and Microsoft 365

Quality Docs Lite (QDL) simplifies and secures the management of critical company documents in SharePoint Online.

Review & Approval Workflow

Secured & tamper-proof

Microsoft 365 and SharePoint Online

We can’t wait to show you more!

Sorry, the interactive demo is currently optimized for PC use only and disabled on mobile devices. As an alternative, you can watch the demo movie.

Business Applications for SharePoint Online

Quality DMS Lite

You can click on the blue highlighted items.

The homepage provides access to the documents, the departments and to the workflow document approval tasks

Welcome to the (limited) interactive demo of Quality DMS Lite Shareflex solution on SharePoint Online.

Here, the list of departments is configured for creating documents.

This specific end user can only view approved documents.

Here's an example of how the view filters operate: simply click on the filter square, and the values that can be chosen are presented.

In this screen, a different user is accessing the documents list. This user can see their draft document, while other users will not see this draft document.

Now we're back to the other user with contribute permissions, let's open this record.

This contribute user is not allowed to edit this record. Let's check if the attached files are also not editable.

As you can see, the attachment document is set to read-only by the workflow after it has been approved. It's critical for a DMS to prevent unauthorized document modifications of approved documents.

Let's close this record.

Let's make a new record.

The document type and the department have to be chosen. More metadata fields can be added on request.

Here, we must set the document approver and reviewer. In this case, the document creator can choose these people, but we can also make these persons preset based on the department, for example.

Everything is set. Let's press the create button.

After creating the record, the documents part is presented on the screen.

Simply drag and drop the documents into the Files pane.

The record status is still draft, now its time to request document approval

A record number has been assigned, and the status is set to submitted. The reviewer has received an email to review the documents.

Now logged into M365 under the reviewer credentials, who received an email to review a new record.

Note that the reviewer is not allowed to edit the record being reviewed. The record is displayed on the right side of the screen, and the approval options are presented on the left side of the screen. Lets check the document content.

The first document checks out okay. Let's review the other document attached to this record.

Alright, both documents are as expected. The reviewer is fine and chooses to submit for approval.

Let's save this review approval task. The approver will be notified next.

The record's status has been changed to "Submitted for approval."

The workflow history can be checked in the record by opening it and navigating to the History tab.

The History tab displays when the record was submitted and when it was approved or rejected.

Now we have switched to the credentials of the person responsible for document approval. They also received an email that they have to approve a particular document.

Let's first check out the document history for previous workflow jobs done.

The approver can see the review approval comments. He will also check out the records to which he has view-only permissions.

All fine, let's approve this record with its documents.

After approval, the document status is set to Approved.

The complete workflow approval history can be viewed.

Finally, the record has a version history that logs all metadata field changes made over time.

That's the end of this interactive demo. Hope you liked it. Press the END button to go to the end-user manual for this application to view more details on permissions, for example.

Business Applications for
SharePoint Online