Retention labels and policies
Shelter moved to modern SharePoint, mostly out of the box, with retention labels and policies keeping content governed.
Regulated document management
Compliant, auditable documents in SharePoint.
We design and build SharePoint document management for regulated organisations in financial services, healthcare, legal and the public sector, covering retention, sensitivity labels, access controls, version control, audit trails and records management. The compliance runs in the background so it does not get in the way of everyday work.
Related services
Services for regulated organisations.
Regulated document management usually sits inside a wider intranet and security programme. These are the services we deliver alongside it.
Microsoft Purview
Retention policies, records management, sensitivity labels and data loss prevention.
Document management systems
Structured libraries, metadata and approval workflows in SharePoint.
Sovereign intranets
An intranet hosted in your region to meet data residency and regulatory requirements.
SharePoint intranets
A design-led SharePoint intranet with document management built in.
Intranet migration
Moving your intranet and documents across, from audit and planning to launch.
Data security as a service
Ongoing reports, incident reporting and compliance score reviews.
20+ years
of SharePoint and Microsoft experience
1 working day
to respond to your enquiry
1 month
to deliver an out of the box SharePoint intranet for Youth Futures Foundation
How we work
How a regulated document management project runs.
01
Discovery
We work with your compliance and operational teams to map the frameworks you answer to, your retention schedule and how people handle documents day to day.
02
Design
Information architecture, metadata taxonomy, sensitivity labels, access controls and retention rules, co-designed with your teams and agreed before build.
03
Build
We configure SharePoint and Microsoft Purview, including retention policies, records management, audit logging and approval workflows.
04
Train
Training for document owners and administrators on labels, approvals and records, so the controls are applied consistently.
05
Go live
Existing documents are audited, labelled and migrated into the new structure, with a full audit trail and support through the first weeks.
Client feedback
What it is like to work with us.
“ThinkShare were a delight to work with and supported us every step of the way with great client service and strong technical expertise.”
“The migration went very smoothly, and our new intranet ensures our data is secure and easily accessible.”
Case studies
Case studies we have delivered.
Read the Shelter case study
Documents migrated smoothly
A SharePoint intranet and document management system for CitNOW, with data migrated from the old setup and a smooth migration.
An intranet in 1 month
An out of the box SharePoint intranet delivered for Youth Futures Foundation in 1 month.
FAQ
Frequently asked questions.
Which regulatory frameworks do you design for?
FCA and PRA requirements in financial services, CQC and NHS standards in healthcare, Solicitors Regulation Authority requirements in legal, and ISO 27001, Cyber Essentials and GDPR across all sectors.
How do you handle records retention and disposal?
We implement Microsoft Purview retention policies and records management in SharePoint, aligned to your retention schedule. Documents are kept for the required period and flagged for review or disposal at the end, with a full audit trail.
Can you migrate our existing document libraries?
Yes. We audit your existing documents, apply consistent metadata and sensitivity labels, restructure libraries to match the new information architecture and migrate them into the new environment.
How do you keep it usable?
We co-design with your teams to understand how they work, then enforce as much of the compliance as possible automatically, so people are not slowed down by manual steps.
Talk to us about your regulatory requirements.
Tell us what you are working on and we will come back to you within one working day to arrange a call.