Document Management

Omnia’s enhanced document management capabilities provide a structured approach to managing business documents, ensuring control, compliance, and ease of access throughout their lifecycle. Download the document How to Manage Controlled Documents in Microsoft 365 to learn more about what's possible.

Key features within this area include:

Controlled Document Lifecycles: Define document types with customizable templates, workflows, approval processes, retention policies, and more—tailored to your organizational needs.

Integrated Across Microsoft Tools: Activate document policies seamlessly across Microsoft Teams, SharePoint team sites, and Omnia apps, ensuring consistency and accessibility.

Simplified Document Creation: Use step-by-step wizards to guide document owners and authors through creation, ensuring accuracy and adherence to company policies.

Streamlined Workflows: Enable single or multi-step feedback, approval, and review workflows, with complete traceability of document and workflow history. Targeted

Publishing: Publish approved documents, such as policies, checklists, or instructions, to relevant employee groups or contexts based on geography, department, or function.

Context-Driven Accessibility: Display documents in relevant areas like product pages, location pages, or dedicated document centers, leveraging metadata and properties for intelligent organization.

Continuous Improvement: Allow users to provide feedback on published documents, promoting a culture of iterative enhancement and relevance.

With Omnia’s robust document management solution, organizations can enhance productivity, ensure compliance, and make trustworthy information accessible to the right people at the right time.

Please check out the blog post Effective Management of Business Documents in Microsoft 365 to learn more about this topic. We also welcome you to watch the video Employee Services - Empowering Employees and Streamlining Operations for further learning.

Here, you can also find an on-demand webinar showcasing how Omnia can help you enhance structured document management within Microsoft 365.