Controlled Docs Plus

Save time. Reduce business risk. No development costs.

smarter controlled document management

Struggling with managing controlled documents?

Relying on SharePoint, shared drives, or spreadsheets to manage your controlled documents? These tools aren’t designed for version-controlled use cases. They rely on manual updates, file naming, and human discipline, making errors inevitable.


Old versions stay in circulation, approvals are missed, and audit trails to prove compliance can be missing or unreliable. Relying on these tools is inefficient, time-consuming, and risky. Outdated SOPs, manuals and other controlled documents can lead to costly errors, audit failures, and potential legal exposure. 


Controlled Docs Plus is a preconfigured solution for automating document control, approvals, and staff training, ensuring everyone always works from the latest approved version — saving time and protecting your business from expensive compliance failures.

A complete, preconfigured solution for managing version-controlled documents

Built on the renowned M-Files platform, Controlled Docs Plus delivers:

  • Guaranteed latest approved version always visible to end users
  • Dramatically reduced document administration burden
  • Automatic archiving of superseded versions
  • Admin-only access to working copies
  • Seamless document review and approval workflows
  • Automated training assignments for new or updated documents
  • Access documents via desktop or mobile app


Book a FREE 30 minute demo
Tick Mark Icon

Reduce business risk

Eliminate the risk of outdated or uncontrolled documents. Controlled Docs Plus ensures staff always follow the correct, approved procedure — protecting your business from compliance breaches, WHS incidents, and costly legal exposure.

Tick Mark Icon

The latest approved version, always

With Controlled Docs Plus, users can only access the latest approved version of any SOP, policy, or manual — guaranteed. Outdated versions are automatically archived, eliminating confusion and error. Whether on desktop or mobile, your team always sees the single source of truth.

Tick Mark Icon

Efficiency by design

Say goodbye to endless version tracking, manual approvals, and document follow-ups. Controlled Docs Plus automates review, approval, and publishing, freeing your administrators from tedious, repetitive tasks. Focus on continuous improvement, not document management. Let Controlled Docs Plus handle compliance automatically in the background.

Tick Mark Icon

Compliance you can see

Every approval, revision, and user acknowledgement is automatically logged with date, time, and electronic signature. Controlled Docs Plus creates a complete, tamper-proof audit trail, giving you full visibility of who approved what and when. Demonstrate compliance instantly and hold your processes to the highest standard.

skip the scoping. launch in weeks

All the power of M-Files without complexity, cost, or delay

Controlled Docs Plus is a complete, preconfigured solution — so you can go live fast, without paying for months of costly development.


Controlled Docs Plus, built on the versatile M-Files platform, allows you to:

Get up and running fast — Controlled Docs Plus is preconfigured, so there’s no coding, and no costly setup delays.

Be ready to go from Day One. Unlike traditional document control projects, there is no lengthy planning, customisation, or development required.

Have just a touch of customisation. Things like inputting your department names or refining access permissions. Our package includes an envelope of consulting hours to help fine-tune your solution.

Future-proof your solution. If you'd like changes to the system in the future, M-Files is easily configurable. M-Files is also adaptable to a myriad of other use cases in your business, driving ROI even further.

Request Pricing
Electronic Document Management System Australia
Records Management System
DMS
EDMS
SharePoint
mfiles


Everything you need to get up and running. Fast.

Controlled Docs Plus is designed to be a fast implementation solution without compromising quality. Our package includes everything your team needs to deploy the solution, be trained in its use, and ensure it is well-supported. See our package inclusions below.

Tick Mark Icon

M-Files licensing

  • Licensing for document administrators (read and edit)
  • Licensing for regular users (read-only)
  • Solution hosted in secure M-Files cloud (hosted within Australian Microsoft data centres)
  • Minimum 100GB cloud storage capacity
Tick Mark Icon

Solution deployment

  • Installation of M-Files desktop application on client PCs via assisted cloud deployment
  • Controlled Docs Plus automation deployed into your M-Files Cloud environment
  • Deployment meetings with an M-Files Solution Engineer
  • 8 professional services hours for limited customisations
Tick Mark Icon

Training and enablement

  • 2 hours of administrator training delivered via video conference
  • Comprehensive, video-based administrator end-user training
  • Ongoing access to the M-Files Academy online learning resources (administrators and end users)
Tick Mark Icon

Long-term support

  • Ongoing support for troubleshooting technical issues
  • Access to managed service plans for enhanced solution administration support


Automated training assignments: Compliance without the chase

Many controlled document solutions fall short by not ensuring that your team is aware of new or updated documents. This creates risks far outweighing the cost of a robust controlled document management system.


Consequences of not integrating training assignments with document control

By not having a fail-safe solution for ensuring your team are made aware of important new or updated documents, your business risks financial and reputational consequences. Let's explore some potential consequences:


Workplace safety litigation:

A maintenance worker is injured after inadvertently following an outdated lockout procedure (SOP) document that was replaced weeks earlier. The company now faces a six-figure compensation claim and investigation for inadequate communication.


Audit failure:

During a WHS audit, the auditor asks for proof that staff have acknowledged the latest hazardous materials handling SOP update. The business cannot demonstrate those acknowledgements. This results in a major non-conformance and costly remediation.


Regulatory penalty:

During a compliance audit, a health or aged care provider fails to prove that staff were trained on updated infection control procedures. The provider is found to have breached regulatory standards and now faces financial penalties or risks losing their accreditation.


The message is clear — when staff are not automatically trained on updated procedures, it’s only a matter of time before someone follows the wrong version. And the consequences can be costly.

Request a No-Obligation Quote

With Controlled Docs Plus, you're in safe hands

When a new or updated controlled document is published, Controlled Docs Plus automatically sends training assignments to all relevant staff.


Employees are notified instantly, required to read and acknowledge the document, and completions are tracked electronically. No more chasing sign-offs or manually recording training — compliance happens automatically, and every acknowledgment is audit-ready.


Controlled Docs Plus:

  • Automatically notifies users when new or revised controlled documents are published
  • Creates mandatory training assignments with clear read-and-acknowledge steps
  • Tracks training assignment completions with electronic signatures and timestamps
  • Allows administrators to track pending, complete, and overdue training assignments via dashboard views
  • Proves staff awareness and accountability — no manual tracking required
anywhere, any time

Access controlled documents on the fly

You don't have to be at your desktop computer to benefit from Controlled Docs Plus! Thanks to M-Files' versatile iOS and Android mobile apps, your team can access their controlled documents anywhere, any time.

 
With Controlled Docs Plus mobile capabilities, you can:

Access the latest, approved version of each document.

Acknowledge document training assignments anywhere, any time.

Keep track of your pending and complete document training assignments.

Review and approved controlled documents, if you are an administrator.

Request Pricing

50%

Improved searching for documents and information by 50%.

+65%

Faster filing of documents by 65%.

+100%

100% faster document generation, improve accuracy, and are easily generated from applications such as Microsoft Word.

Our clients

Our M-Files solutions are trusted by our clients

quotesArtboard 1 copy 2

ENHANCED PRODUCTIVITY

Let's chat together

Book a Free Consult
FAQ'S

Frequently Asked Questions

  • Is my data secure in M-Files?

    Absolutely! M-Files Cloud solutions are hosted within secure Microsoft Azure infrastructure in Australian data centres. Data is fully encrypted at rest and in transit. M-Files Cloud is fully-compliant with a range of internationally-recognised security certifications such as ISO 27001, GDPR and HIPAA.


    On-premises M-Files solutions hosted on a local or private cloud server typically feature security precautions such as firewalls, proxy servers and encrypted connections between client PCs and server. 


    Further, M-Files supports multi-factor authentication (MFA) using common identity providers such as Microsoft Entra. MFA can be enabled for M-Files Cloud and on-premises hosted solutions.

  • What does implementing an M-Files system involve?

    We will work with your organisation to understand its needs and objectives for effective document management. A detailed planning process is key to successful M-Files implementation, and our experts will work with you every step of the way. We arrange installation of the M-Files software into your IT environment, and following construction of the M-Files ‘’vault’, we comprehensively train your staff in M-Files use. We will assist you to plan migration of existing content, and once ‘live’ we are always available to support your M-Files in the long term.

  • Does filing documents in M-Files using metadata take more time?

    M-Files now offers AI-assisted document filing which helps reduce the burden of users needing to manually add metadata to documents. In many cases, M-Files' new AI assistant eliminates the need to manually add any metadata and makes metadata entry much more accurate. Read more about M-Files generative AI here.


    The long-term benefits of enriching documents with metadata include faster document searching, improved organisation, and streamlined processes. When documents are ‘tagged’ with relevant metadata, it becomes easier to locate them later. Instead of manually browsing through folders, you can quickly search for specific files based on their attributes (e.g., author, date, project, keywords). This streamlined retrieval process ultimately saves time compared to traditional folder-based systems.

  • Is an M-Files document management system expensive?

    When properly configured and users trained effectively, M-Files is often a valuable investment due to the productivity savings it is capable of delivering. Implementation costs of M-Files vary considerably according to the scope of a project. Contact us and we will be happy to provide a cost estimate and an overview of how M-Files can deliver cost savings for your organisation.

  • How does version control work in M-Files?

    M-Files maintains a complete history of all versions of a document. Users can view the document history to see who made changes, when they were made, and what those changes were. This audit trail helps with accountability and understanding how a document has evolved over time. M-Files can also send email notifications to keep users informed about document changes or updates. Read more here.