Electronic document and records management
Search that respects your structure, core actions users rely on, and add-ons that scale governance and publishing.
Core capabilities are included with Monarch EDRMS. Add-on capabilities extend it 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.
Monarch EDRMS runs in SharePoint Online, inside your Microsoft 365, so documents, emails and records stay where your people already work. Its actions are built with the SharePoint Framework (SPFx).
Read our questions and answers or request a demo.
A personal demo, built around your records and the way your teams work.
