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Document management

Every file in one place, on the right version.

We set up SharePoint Online so your documents live in one place, with metadata for finding them, version control for tracking changes and co-authoring so several people can work on the same file at once. We move your files in, set up the permissions and show your people how to use it.

Related services

More on documents in Microsoft 365.

Document management rarely stands on its own. These are the services that usually come with it, from moving the files in to keeping them under control once they are there.

Document management systems

A full DMS in SharePoint with structured libraries, workflows, audit trails and retention.

Document management systems

SharePoint collaboration

Sharing files, libraries and sites with colleagues, and with people outside the organisation when needed.

SharePoint collaboration

SharePoint migration

Moving files from network drives, older SharePoint or another platform into SharePoint Online.

SharePoint migration

Power Automate

Workflows that route documents to the right people for approvals and signatures.

Power Automate

External sharing

Setting the rules for what can be shared outside the organisation and with whom.

External sharing

Microsoft Purview

Retention, sensitivity labels and data loss prevention for the documents that need them.

Microsoft Purview

1 Team

per business function when we moved Praxis off its file server

20+ years

of SharePoint experience

1 working day

to respond to your enquiry

How we work

How a document management project runs.

01

Discovery

We look at where your documents are today, how teams use them and what needs restricting, then agree what moves and what gets archived.
02

Design

Libraries, metadata such as department and document type, folder and tagging standards and permissions, agreed before we build.
03

Build

We create the libraries, apply the metadata, set up the permissions and add workflows for approvals where they help.
04

Train

Training on co-authoring, versions, metadata and sharing, so people use the new structure rather than working around it.
05

Go live

Files are migrated into SharePoint Online, we check they have arrived correctly and support your people through the first weeks.

Client feedback

What it is like to work with us.

“The migration went very smoothly, and our new intranet ensures our data is secure and easily accessible.”

George IrvineHead of IT, CitNOW

“ThinkShare were a delight to work with and supported us every step of the way with great client service and strong technical expertise.”

Grace TimperleyInternal Communications & Engagement Specialist, Shelter

Case studies

Case studies we have delivered.

File server to SharePoint

Praxis moved from a file server to Teams and SharePoint, with a Team per business function and data cleansed and reorganised, giving a hybrid workforce co-authoring, versioning and simpler permissions.

Read the Praxis case study

Documents teams can co-author

CitNOW's SharePoint document management system brought data across from the old setup so dispersed teams can find and co-author their work.

Read the CitNOW case study

FAQ

Frequently asked questions.

What does SharePoint Online give us for document management?

One place for files with metadata for search, version control so you can restore earlier versions, co-authoring, access and edit permissions, restricted sharing and workflows for approvals.

Can you replace our current document management system?

Yes. We have replaced an end-of-life document management system with SharePoint using Document Sets, which let a group of related documents be managed as one item.

How do you help people find documents?

We categorise documents with metadata such as author, date modified and department, so people can filter and search rather than browse folders.

Do you migrate our files?

Yes. We migrate your data, set up folder and tagging standards and put the right permissions on each library as part of the project.

Speak to our document management consultants.

Tell us what you are working on and we will come back to you within one working day to arrange a call.