EDRM for SharePoint, Teams and Office 365 by ENCODIAN


Our 'EDRM for SharePoint, Teams and Office 365' solution enables documents and records to be automatically and contextually stored, simplifying an end user’s
ability to locate all information pertaining to a specific context (HR Case, Project, Mortgage Account, etc.) through SharePoint and Teams

Configurable Case View

Present documents in a configurable and structured context, allowing a user to seamlessly and explore records relating to the context. Covering any context; HR Files, Patient Records, Finance, Legal, Projects, Accounts, etc.

HTML5 Document Viewer

Our HTML document viewer allows users to select and view 70+ different types of files without needing to open within the client application. This provides rapid access to select and explore documents within the case view.

Search & Refinement

Enable users to quickly find the relevant documents in large cases, through 'Free Text' search and configurable search refiners. For example; a user could very quickly locate all 'Approved' 'Contracts' 'Created' in the last 90 days.

Annotation & Redaction

Users are able to create personal and shared document annotations and even apply redactions through selection or search. Neither annotations or redactions change the underlying record assuring regulatory compliance.

Complex Retention Schedules

Building upon Microsoft SharePoint standard records management capabilities, Encodian EDRM adds support for complex retention schedule rules which cannot be served by the standard Microsoft offerings.

Automatic Document Filing

Assure that documents are consistently filed in the correct location using the configurable metadata document routing engine. This assures that documents can be easily found and the correct retention schedules are always applied.

Automatic Document Conversion

Enable automatic document format conversion (PDF/A) for automatically filed documents to comply with common records management, archive and regulatory compliance practices.

No-code Integration

Automatically attach business data to document meta data through no-code integration. For example; Automatically add patient demographic data to filed documents, enabling automatic filing and complex retention schedule assignment.

Audit and Reporting

Our advanced audit engine captures all user and administrative actions enabling advanced reporting. Records managers are also provided with common regulatory reports above SharePoint's standard capabilities.

Document Scanning Services

In conjunction with our partners; we provide an 'end-to-end' turn key solution for digitising your paper documents, utilising document classification technology to deliver automated document classification and filing.

Outlook Integration

Allow users to add emails and attachments directly from Outlook, enabling automatic document routing through no-code integration where users can classify emails and attachments from within Outlook.


Our EDRM solution can be delivered on-premise, in a dedicated Azure subscription or as a 'SAAS' service. We also provide bespoke solutions, tailoring to meet your businesses specific requirements.

Request a Demo - explore how Encodian EDRM could help your organisation manage information

Complete this form to arrange an online or onsite demonstration of our EDRM solution with an Encodian representative.

Or please visit our customer support portal to contact our team who will be delighted to help answer your questions, arrange a demonstration, provide a quotation or to discuss how we could tailor a solution to meet your exacting requirements.

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