Document Management · Microsoft 365

Document Management on SharePoint Online

Template-driven. Approval-routed. Compliance-ready. Govern the full lifecycle of every document your company produces — inside the Microsoft 365 tenant your team already runs.

The four-stage document lifecycle: Create, Approve, Publish, Govern — with template, sequential approval, Word to PDF, and audit log indicators

The scale of the problem, in three numbers.

83%

of organizations report that poor document control has caused a compliance or quality incident in the past two years.

$6M+

average cost of an FDA warning letter to a pharmaceutical company — driven largely by document-control deficiencies.

5.5 hours

per week — the time knowledge workers lose searching for documents they cannot find or cannot trust.

Sources: AIIM State of Intelligent Information Management (2024); McKinsey Global Institute knowledge-worker productivity research; FDA enforcement statistics.

What you get

No more "which is the latest?"

Every approved document is a single canonical PDF in one predictable place. Employees stop guessing. Audits stop scrambling.

Audit-ready on any given day

Audit log captures who approved what, against which version, with which comments. Evidence surfaces on demand — not after two weeks of archaeology.

Nothing leaves your tenant

The product runs inside your Microsoft 365 environment. Data stays inside your existing security perimeter. One stack, not a portfolio of disconnected tools.

Trusted by teams at

Compliance teams across every regulated industry

From medical diagnostics to pharma, from public transit to luxury retail — organizations that must prove every document decision trust docs365.ai to hold the evidence.

Who we serve

Document governance, shaped to your regulatory profile

Every industry brings its own mix of regulators, document types, and evidence obligations. Pick the one that matches your organization to see how the product fits, which compliance regime anchors the conversation, and which customer story we'd point you to first.

  • Pharma

    SOPs, training records, change-control — governed end-to-end. Capabilities pharma customers use in their GxP and 21 CFR Part 11 programs.

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  • Healthcare

    Clinical policies, quality procedures, and workforce-awareness documents governed inside your Microsoft 365 tenant.

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  • Manufacturing

    ISO 9001 QMS documents — work instructions, control plans, calibration records — all in one controlled library.

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  • Legal

    Contracts, policies, and signed documents — with PAdES e-signature via the DocuSign integration.

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  • Energy & utilities

    Operational SOPs, safety procedures, and audit-ready evidence across dispersed sites and sector regulators.

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  • Public sector

    Multi-department document governance with the audit transparency public oversight requires.

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A customer story

"If tomorrow you had to demonstrate the complete evolution of a clinical procedure over the last two years — every modification, every approval, every signature, and who is in charge of renewal — could you do it in ten minutes?"

— Centro Diagnostico Italiano

In a regulated medical-diagnostics environment, the ability to reconstruct the full history of any procedure document on demand is not a convenience — it's an obligation. CDI uses docs365.ai Document Management to meet that obligation, with their own compliance team owning the HIPAA posture.

Native to Microsoft 365 — and why that matters

Most document-management platforms are standalone tools. The fragmentation is the real hidden cost, not the software licence. We run inside your existing Microsoft 365 tenant.

  • ✓ One identity

    No second login to manage. No extra account to provision.

  • ✓ One security perimeter

    No extra vendor in your audit scope. No new sub-processor to evaluate.

  • ✓ Your data stays inside your tenant

    Always. Inside Microsoft's HIPAA, ISO 27001, and SOC attestations that you already rely on.

Pricing that doesn't need a custom quote

From €4,450 / year

Four plans by company size. DocuSign add-on available. Bundles with read-receipts, intelligent search, and microlearning.

Evaluating alternatives?

Honest comparisons against the four products buyers most often weigh alongside us.

The team behind docs365.ai

Built by practitioners who know regulated industries

docs365.ai is designed and maintained by a team with 20+ years of Microsoft 365 experience and direct exposure to compliance requirements in Pharma, Healthcare, and Legal.

Giuseppe Marchi

Giuseppe Marchi

CEO, intranet.ai & Dev4Side Software

Founder of intranet.ai and Dev4Side Software. Over 20 years helping regulated organizations unlock Microsoft 365 — from SharePoint governance to Copilot adoption.

Marcella Lombardini

Marcella Lombardini

Product Owner — docs365.ai

Responsible for the docs365.ai product roadmap. Works directly with compliance and IT teams in regulated industries to translate real audit requirements into product capabilities.

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30 minutes. No cost. No obligation.

Book a free assessment. We'll map your current document-management situation, draft a realistic implementation timeline, and produce a ROI estimate specific to your organization.