SharePoint Online is a fantastic platform for driving productivity and open collaboration across organisations of all sizes with great flexibility.
However, this creates challenges when you require structure, process and compliance to be followed consistently. With a heavy reliance on users following correct procedures, many organisations see SharePoint grow organically into an ungoverned repository with duplication, security risks and inefficiencies.
Filer solves this problem by overlaying an intuitive user interface and enhanced compliance features to provide your organisation with the guardrails required to maintain structure and compliance across SharePoint Online.
Filer replaces complex folder structures with easy to remember and familiar ‘context driven’ search which can be personalized for each department. Common examples may include project codes, legal cases, customers, suppliers, students, employees, patients and assets. But the list goes on!
Filer automatically applies metadata at a document level to ensure retention or disposition rules are set and documents surface through metadata driven search. This can be metadata pulled from an existing data source or manually chosen fields for more custom scenarios.
This works with or without E5/A5 licensing!*
Filer can ingest and automatically file documents via Power Automate or API integration to ensure all documents are saved, named and labelled correctly.
This works with or without premium Power Automate licensing!*
Filer’s intuitive document viewer allows users to select and view all documents relating to a context from a single view. Supporting over 70+ file formats from PDF to CAD files, users can immediately consume information without downloading documents or opening multiple applications.
Filer’s in-built document editor allows user to redact, annotate, split, merge and sign documents directly from SharePoint. We can also switch on industry specific features from measuring lengths in CAD drawings to protecting immutable records from change. Contact us to learn more!
Filer provides flexible search filters which can be configured per department or use case. This allows users the option to navigate documents in a familiar way for situations where metadata driven search is not efficient.
Filer combines the advanced enterprise search capabilities of SharePoint Online with Encodian’s Optical Character Recognition software to allow users to search across the contents of a document, in addition to any metadata or properties associated to the document.
Create document packs for controlled internal or external sharing that is simple to track. Streamlining processes such as subject access requests, legal cases, audits and more.
Save or attach documents and emails directly from Outlook with the Filer Outlook add-in which will pull across your classification structure. Ensuring all documents saved via email have the correct metadata and routing logic applied.
Filer is an enterprise-grade add-on for SharePoint Online which delivers an enhanced solution for managing, classifying and accessing documents, delivering a superior end-user experience that is easy to maintain.
Clunky viewing experience
Missing metadata or misfiled documents
Limited Outlook integration
Bespoke third-party integrations
Complex to build and maintain
Minimal support for scanned documents
Minimal PDF manipulation
Automated retention and disposition (only available with E5 licensing plans)
Organised classification structure with intuitive viewer
Automated metadata capture and document routing
Outlook App for email/attachment filing
OpenAPI and standard Power Automate connector
Easily scaled with inclusive support and updates
Direct ingestion of scanned documents
Annotation, redaction and conversion for PDFs
Automated retention and disposition
Find out more about our Microsoft Document Management System, Filer through a demo!
If you’re looking to digitise physical records, take a look at our end-to-end solution.
Learn how SharePoint can be used for managing Legal Records and Cases.
Find out how Local Government are using SharePoint for the electronic document and records management.
Ensure a smooth, secure, and efficient deployment of Filer with this essential IT guide. It covers everything your team needs to know, including:
Download the guide now to get your IT team fully prepared!
Not at all – SharePoint has some fantastic tools for productivity and collaboration you will still utilise.
Yes – Encodian Filer provides the ‘Send to Filer’ action which allows direct document and content submission from any source using Power Automate (which works with any Microsoft licensing).
We use Power Automate for Filer, our Microsoft Document Management System’s workflow engine.
Power Apps or Microsoft Forms, in fact, anything! It’s fully integrated into Power Automate, allowing data to be consumed from pretty much anywhere.
As part of the Microsoft 365 platform, you will be able to use Purview’s capabilities. In addition to this, Filer has the capability to redact and share specific documents with third parties with the Briefcas feature.
Only the higher tiers of Microsoft licensing such as E5 provide this out of the box where Filer would respect any configurations setup. Organisations without access to E5, would use Filer’s built-in engine which bridges this gap in functionality for E1 and E3 users.
Filer has an OpenAPI – almost all modern-day systems will be capable of API integrations.
All your data never leaves your Microsoft tenant and therefore, all your IT Governance settings apply to Filer.
Yes, please reach out to us directly to work with you to provide an appropriate environment.
