Valto's Document Management Solution, known as Controlled Documents, helps organizations streamline document control and achieve ISO compliance. Built on SharePoint Online in Microsoft 365, this solution automates critical processes like document review, approval, and version control to ensure adherence to relevant ISO standards.

𝗞𝗲𝘆 𝗙𝗲𝗮𝘁𝘂𝗿𝗲𝘀

• Automated Workflows: Simplifies multi-step document approvals, ensuring all documents go through necessary reviews before finalization.
• Version Control: Maintains a detailed version history, allowing easy tracking and retrieval of document changes.
• Review Reminders: Sends automated notifications to document owners, ensuring timely reviews and updates.
• Controlled Accessibility: Guarantees that only the latest published version of documents is accessible to read-only viewers, reducing the risk of outdated information being used.
• Policy Tracking: Tracks staff acknowledgment of policies to ensure organization-wide compliance and understanding.
• Audit History: Provides a complete audit trail, enabling auditors to see what changes were made, when, and by whom, ensuring transparency and accountability.
• Document Categories: Allows tagging and filtering of documents by category, making it simple to organize and locate files.
• Centralized Repository: Offers a secure, organized hub for documents, improving accessibility and reducing duplication.
• Access Control: Enables granular permissions to ensure that only authorized personnel can view or modify specific documents.

𝗕𝗲𝗻𝗲𝗳𝗶𝘁𝘀

• Streamlined Compliance: Automates processes like reviewing, approval, and version control, reducing manual effort and human error.
• Improved Collaboration: Facilitates real-time collaboration in Microsoft 365, allowing teams to work together efficiently.
• Scalability: Designed to grow with your organization, fully integrated with Microsoft 365 for seamless operation.
• Enhanced SharePoint Adoption: Drives daily usage of SharePoint Online, increasing return on investment through improved functionality.

𝗛𝗼𝘄 𝗜𝘁 𝗪𝗼𝗿𝗸𝘀

Free Consultation: We offer a no-obligation consultation to understand your business needs and discuss how our Document Management Solution can streamline your processes.
Fixed Price Purchase: Enjoy the peace of mind with a clear, fixed price for the entire solution, ensuring no unexpected costs along the way.
Configuration Assessment: Our team conducts a thorough assessment of your existing systems and workflows to customize the solution for your specific requirements.
Deployment: We handle the full deployment process, ensuring a seamless integration with your existing Microsoft 365 environment and minimal disruption to your operations.
Training: We provide comprehensive training for your team to ensure they are fully equipped to use the system effectively and get the most out of the solution.
Support: Ongoing support is available to help you with any questions or issues that arise post-deployment, ensuring the system runs smoothly and continues to meet your needs.

𝗜𝗦𝗢
• ISO 9001
• ISO 27001
• ISO 18001
• ISO 14001
• ISO 45001

Controlled Documents

by Valto