An extension of Microsoft 365 that TRANSFORMS your policy management.

KeyDocs is the out-of-the-box SharePoint extension to improve Document & Lifecycle Management, Document Publishing and Regulatory Compliance with AI & Automation and Support.

KeyDocs Document Management Product Overview

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KeyDocs is designed for organisations that need  a clear, reliable way to manage your businesses critical documents without the  complexity that often comes with traditional systems. Built on Microsoft 365  and engineered with everyday users in mind, it offers a streamlined  alternative to manual processes, clunky legacy tools, and other SharePoint  alternatives. The result is document management software that feels  accessible, supports compliance, and gives teams confidence that they’re always working from the right version.

Whether you’re managing policy, procedures, forms, or technical documentation, KeyDocs brings everything together in one place and provides the structure needed for consistent, auditable document control. It’s especially well-suited to organisations in Australia that require robust controls with auditability, strong governance, and reliable oversight across every stage of a document’s life cycle.

KeyDocs Features

Notifications and Alerts

Automated alerts keep teams up to date with what needs attention – expiring documents, items pending approval, required reviews and more. This removes the burden of manual follow-ups and helps ensure nothing slips through.

Lifecycle Workflows

KeyDocs makes document progression clear and predictable with built-in workflows for drafting, reviewing, approving, publishing and archiving. These workflows remove ambiguity, reduce manual chasing, and ensure every controlled document meets organisational standards before it’s released.

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Approval Processes

The platform includes configurable approval pathways that help teams meet compliance and regulatory requirements. Approvers receive timely prompts, and all decisions are recorded automatically, creating a clean audit trail without adding administrative overhead.

Document Publishing

With one click, approved files can be published to the central library in their final format. Publishing ensures only the latest, approved version is visible to end users – critical for organisations that need accuracy and consistency at all times. KeyDocs automatically converts approved documents into PDF format for controlled distribution, ensuring end users always view the version that has been formally approved (this also protects the integrity of original source files).

Search and Discovery

KeyDocs enhances the standard Microsoft 365 search experience with powerful filtering, metadata visibility and quick pathways to approved content. Staff can find the exact document they need without navigating multiple sites or folders.

Sharing Capabilities

Internal and external sharing is simple, secure and governed by your own organisation’s document control rules. Temporary access, permission-based visibility and controlled distribution options help maintain compliance while still enabling collaboration.

Audit Trails and Governance

Every key action – edits, views, approvals, publishing – is automatically captured. This level of governance supports audits, reduces risk, and strengthens the organisation’s overall compliance posture, especially for industries with strict regulatory expectations.

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Metadata Management

Metadata is baked into the structure of KeyDocs, improving classification and enabling more accurate search results. It also supports enhanced reporting, lifecycle tracking and alignment with organisational standards.

AI-Enhanced Features

AI capabilities such as automatic descriptions, metadata suggestions and change detection help reduce manual workload and improve the accuracy of document classification aligned with your organisations regulatory requirements.

Security

KeyDocs leverages Microsoft 365’s security layers alongside additional permission controls – this ensures sensitive information is protected while still allowing appropriate access across teams and departments.

What our Clients say

Risk Governance Lead
Leading Australian Utilities Company

“I only have great things to say about KeyDocs. From the seamless onboarding and setup to the ease of communication and support. Our experience has been really fulfilling and the product is jam-packed with the features that we really needed!”

Program Manager
Australian Mining Company

“It has been an absolute pleasure working with the KeyDocs team! Our KeyDocs is consistently delivering us value and reducing our compliance and regulatory risks."

Head of Consumer Dispute Resolution
Leading Australian Bank

“KeyDocs has taken what used to be a complex and costly technology & business implementation and turned this around with their SaaS Product into a seamless and efficient onboarding and setup. With KeyDocs we were able to get started within days and we have a range of supporting material available to enable and empower our users.”

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