Microsoft Document Management Assistant 1.4

Microsoft Document Management Assistant is a smart, secure solution that helps teams organize, find, and automate their documents across Microsoft 365. It centralizes files from SharePoint, OneDrive, and Teams, applies intelligent tagging and OCR to make content searchable, and streamlines approvals and governance—so your team spends less time searching and more time delivering results.

Key features:

• Centralized library: Bring documents from SharePoint, OneDrive, and Teams into a single, organized workspace.
• Intelligent classification: Auto-tag files using content, metadata, and OCR for scans and PDFs.
• Powerful search: Find what you need with natural-language queries, filters, saved searches, and favorites.
• Workflow automation: Route documents for review and approval with configurable steps, due dates, and notifications.
• Version control: Track history, compare changes, and manage check-in/check-out to prevent conflicts.
• Security and governance: Set role-based permissions, retention rules, and audit trails for compliance needs.
• Templates and standardization: Use reusable templates and content controls to keep documents consistent.
• Email capture: Convert email attachments and messages into managed records with automatic tagging.
• Integrations: Connect with Microsoft 365 apps and popular e-signature providers to complete approval cycles.
• Analytics and reporting: Monitor activity, bottlenecks, and adoption to optimize processes.

Who it’s for:

• Teams in legal, finance, HR, operations, and project management that handle large volumes of documents.
• IT and information governance leaders who need consistent access control, retention, and auditability.
• Organizations of any size looking to modernize document workflows without disrupting existing Microsoft 365 work habits.

Getting started is simple: connect your Microsoft 365 environment, choose the libraries to manage, define tagging and workflow rules, and invite your team. The assistant scales with your needs, helping you maintain order, accelerate reviews, and protect critical information throughout the document lifecycle.

Microsoft Document Management Assistant is developed by Beijing Yundong Zhixiao Network Technology Co.. The most popular version of this product among our users is 1.4.