An electronic document and records management system that is loved by its users. Capture documents, emails and records with drag and drop, find them with search made for humans, and keep compliance running in the background.
This is Monarch EDRMS in Microsoft 365. Click anything to explore.
Councils, utilities and resources companies across Western Australia work with Monarch360.
It all begins with documents
Documents carry the information your organisation runs on. Whether you are moving away from paper, or you want staff to enjoy working with records instead of fighting them, Monarch changes how you handle document and records management.
Sector solutions
Purpose-built experiences for different public sector teams: simple, compliant and collaborative.
Council records, community documents and regulatory submissions.
Monarch EDRMS for local governmentStudent, staff and administrative records.
Monarch EDRMS for schoolsOperational and compliance records.
Monarch EDRMS for water utilitiesVessel, berthing, pilotage and safety records.
Monarch EDRMS for portsHow it works
Core actions users rely on every day, and add-ons that scale governance and publishing.
Controllers and authors set who can see and edit specific content, and locked files cannot be edited, shared or downloaded without approval.
Approval tasks appear where people already work, with reminders and escalations, and the approved version is locked and stored automatically.
Key features
Four core capabilities included with Monarch EDRMS, and five add-ons when you need them.
Quickly search and filter documents and records in SharePoint. Simple filters narrow results, and permission settings mean each person only sees what they are allowed to access.
Convert documents to PDF directly in SharePoint, without extra software, so files are simpler to share, print and store.
Lock important documents when needed. Locked files cannot be edited, shared or changed until they are unlocked again.
Generate QR codes that link to the latest version of a document or folder: ideal for assets, projects and site files.
Send documents for approval and capture decisions with comments. Track every stage; once approved, the final version is locked and stored automatically.
Convert paper files into searchable digital records. Text and codes are detected automatically, with suggested metadata to file documents in the right place.
Share files externally with full control and visibility: add cover sheets, set expiry dates and keep an audit trail of every access and download.
Officials can sign from any device. Send directly from your library; the signed PDF and audit certificate are filed back automatically.
Publish official policies to a dedicated folder so everyone can reach the current version. Capture acknowledgements, track readership and keep policies current with review reminders.
Why Monarch EDRMS
A modern electronic document and records management system that brings simplicity and efficiency to your digital workplace.
What clients say
Monarch is a great system to integrate our records and document management…
Monarch 360 has proven to be an intuitive records management system…
Working with Sudi and his team enabled us to implement a modern ERMDS…
Monarch 360 doc management has broken through…
We are absolutely thrilled with the recent acquisition…
I recently engaged Monarch360 for SharePoint support…
From Monarch360
Monarch EDRMS is made by Monarch360 Pty Ltd in Perth, Western Australia, alongside two companion products.
Request a demo
Tell us about your organisation and we will arrange a personal demo of Monarch EDRMS in Microsoft 365.
An electronic document and records management system built on SharePoint Online and Microsoft 365. It captures documents, emails and records in structured libraries with an industry-aligned taxonomy, and makes them easy to find with permission-aware search.
Public sector teams in particular: local government, schools, water utilities and ports.
Search Center, Convert to PDF, Secure and lock, and QR codes are core. Approvals, Digitisation and OCR, Secure file sharing, Monarch eSignature and Policy Publish are add-ons.
Apollo has ready integration with Monarch EDRMS. Ulysses is Monarch360's controlled document management system, also built for Microsoft 365.
