Document Management Core

Browse SharePoint document libraries across all configured sites. Folder tree, breadcrumb trail, column sorting.

Switch between any SharePoint site's libraries. Site tabs respect the Site Visibility policy.

Upload one or more files to any folder. Optional DMS naming (dept, doc-type, version auto-applied). Respects Creation Rules routing.

Create a blank document from a configured Word template per doc-type or dept+doc-type. Naming convention applied on save.

Open documents in an embedded Microsoft Graph WOPI iframe. Toolbar: Edit, Approve, Reject, Submit, Share, Download, Versions, Move, Rename, Delete, Refresh, Open in SharePoint.

Check out to prevent concurrent edits, edit in Word/Office Online, check in with comments. Stale-checkout detection and admin override.

Minor (0.x) and major (1.0, 2.0) versioning. Full history, restore previous versions, auto-archive superseded version on publish.

Move documents between folders or libraries. Rename with naming-convention validation.

Soft-delete via SharePoint recycle bin with admin confirmation guard.

Direct file download.

Copy a SharePoint share link to the clipboard.

Assign free-text tags with predefined per-department suggestions. Tag-based filtering and search.

Assign sensitivity labels (Internal, Confidential, Restricted, …) to documents.

Dept code (IT, FIN, HR) and doc-type code (POL, PRO, SOP) embedded in filename and searchable.

Ask questions about the open document using Azure OpenAI, grounded in its text.

Scanned PDFs and images are OCR-processed on upload; extracted text stored for search and AI.

Merge multiple documents into one PDF for approval. Configurable cover page (logo, title, date, TOC), per-file page ranges, admin merge-category rules.

Anchor text-selection comments on a PDF. Threaded replies and a comment panel sidebar.