Microsoft 365 Information management

Keeping your data and documents secured in your Microsoft 365 tenant means using Microsoft’s SharePoint platform which has the OneDrive experience for personal usage, and the Teams or SharePoint web experience for collaboration.

In addition to access on any device, anywhere, using one of those interfaces gives you many other benefits:


Securely store information and prevent external or malicious access.


Work on creating content together at the same time.

Metadata & Tagging

Add fields to content to find them again or for workflow processes.

Version History

See what has changed, by who, when, and restore earlier versions if needed.


Create backend workflow actions using manual click, scheduled, or automated events.


Use keywords to search across SharePoint, or audit for compliance.

Teams and SharePoint aren’t the complete solution though.  Challenges which still exist within the Microsoft 365 platform are:

“We still use Spreadsheets to track activities, and link files”

“There’s too many Teams making it difficult to find things”

“Governance on Teams is causing delays and frustration”

“Routing and storing emails isn’t quick and easy”

“There’s no ‘system’ around the collaboration to manage process”

“Users find SharePoint confusing, and it needs a lot of customisation”

SharePortals: A New Way to Leverage SharePoint and Teams

Create Information Structure

Define a collection of Fields as Record Types, and manage thousands or millions of them.

Content Management

Intuitively manage standard record content, such as documents, emails, calls, notes, or custom items.

Create Relationships between Records

Link types of Records together using ‘1 to Many’ or ‘Many to Many’ relationships. For example, 1 company could be linked to many contacts. Many cases could be linked to many contacts.

Manage Record Stages

Manage each stage of a Records business process lifecycle with conditions, workflows, and fields.

Routing and Storing Email

Import emails from your Microsoft 365 mailbox into a record with no hassle.

Work from within Microsoft Outlook

Manage contacts and related records within Outlook, and easily route email messages or file attachments to be stored within a record.

Additional Key Features

Microsoft 365

All the great content management features you already know from above

Convert to PDF

Select a file and convert to PDF

Combine to PDF

Select multiple files and bundle them together in a single PDF file


One-click add hashtags and use the Tag Explorer to filter documents

Create ZIP

Select multiple files and download a local copy for external use

Many More

Free Charts, Kanban Boards, Planner Integration, and much more.