Monarch EDRMS for schools

Monarch EDRMS, built on SharePoint Online and Microsoft 365, helps schools securely manage student, staff and administrative records in line with compliance requirements. Documents, emails and reports are captured in structured libraries using an industry-aligned taxonomy.

With simple drag-and-drop filing, automated workflows and advanced search, school staff can quickly reach critical records, streamline processes and work better across departments, supporting day-to-day administration and long-term compliance.

Records school teams manage in Monarch EDRMS

• Student, staff and administrative records
• Documents, emails and reports in structured libraries
• Automated workflows and advanced search
• Day-to-day administration and long-term compliance

Capabilities school teams can use

• Search Center (core): 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.
• Secure and lock files (core): Lock important documents when needed. Locked files cannot be edited, shared or changed until they are unlocked again.
• Policy Publish (add-on): 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 eSignature (add-on): Officials can sign from any device. Send directly from your library; the signed PDF and audit certificate are filed back automatically.

Every deployment includes the Search Center, Convert to PDF, secure and lock and QR codes. Add approvals, digitisation and OCR, secure file sharing, eSignature or Policy Publish as you need them.

Questions school teams ask

Can staff only see the records they are allowed to?

Yes. The Search Center is permission-aware, so each person only sees the documents and records they can access.

Can we publish policies to all staff and track who has read them?

Yes, with the Policy Publish add-on: everyone reaches the current version, with read-and-acknowledge tracking and review reminders.

Can documents be signed electronically?

Yes, with the Monarch eSignature add-on. The signed PDF and audit certificate are filed back automatically.

More answers on our questions and answers page, or request a demo to see Monarch EDRMS with your own records.

Also built for: Local government · Water utilities · Ports.