Ready-made solution

Applecart DMS

Audit-ready document control, inside your Microsoft 365.
Policies, procedures, forms and work instructions with clear ownership, sign-off, review dates and a full audit trail. Built on SharePoint, Power Apps and Power Automate, so your documents stay in your tenant, with no per-user licences.
How it works

Three stages. Three clear responsibilities.

Every document has an owner and a clear next step. Each stage belongs to one role, and nothing is published until the right person has signed it off.

Create
Template or upload
1

Edit

Content owner

Drafts and updates the document. Every version is kept, and the document number and details are already in place.

Sends to Authorise or Publish
2

Authorise

Content authoriser

For high-risk documents, the department’s authoriser reviews the content and signs off, or sends it back to Edit with comments. Other documents go straight to Publish.

Sends to Publish
3

Publish

Document controller

Checks naming, details, formatting and access, then publishes. Editing locks, the version and issue date are stamped into the document, and a controlled PDF is created.

Published and read-only
Review dates keep it current

Every published document has a review date. When it’s reached, or someone asks for a review, the document goes back to Edit.

Back to 1 Edit
What’s included

Everything a controlled document needs.

Configured to your organisation, built on SharePoint, Power Apps and Power Automate.

One trusted library

Only approved, current documents are visible. Search and filter by type, department, number or review date.

Guided authoring

Create from approved templates or upload a file, with the right details captured at the start.

Approvals with an audit trail

Sign-off by the right person for each department, email notifications with direct links, and a full history.

Reviews that actually happen

Review dates, reminders and a compliance dashboard showing what is due and overdue.

Automatic numbering

Every document gets a unique number from your own naming rules. No duplicates, no guesswork.

Smart Word templates

Number, version, owner and review date filled in from SharePoint, so the document always matches the record.

Read & Acknowledge Add-on

Staff confirm they have read and understood key policies, with reminders, overdue tracking and a CSV export for audit.

Mobile and multilingual

Review and approve from any device, in English, Dutch, French or German.

Version history and archive

Every version kept with its change notes. Superseded documents are archived, never deleted, so past versions stay available as evidence.

Secure, restricted documents

Limit sensitive documents to named groups. Everyone else sees only what they are allowed to.

Controlled PDFs

A read-only PDF is created on publish, for distribution and reference.

Weekly digest

One email a week per person listing what needs their attention, with direct links.

Built for audits

Built for the document control auditors check.

Whether you work to ISO 9001, 14001, 45001 or 27001, the Strengthened Aged Care Quality Standards, construction prequalification and Federal Safety Commissioner accreditation, or SQF and HACCP food safety programs, auditors ask the same questions. Is this the current version? Who approved it? When is it next reviewed? Where is the old one? Applecart DMS answers each of them in seconds.

ISO 7.5 Documented informationHow Applecart DMS supports it
Identification and descriptionAutomatic numbering, title, type, department, owner and version on every document
FormatApproved Word templates with document details stamped into the header and footer. Controlled PDFs
Review and approvalEdit, Authorise and Publish workflow with named sign-off. Review dates and reminders
Available and suitable for useOne library of current, published documents, searchable on any device
Adequately protectedRead-only once published. Role-based and restricted access
Distribution and useDocument Centre, controlled PDFs and Read & Acknowledge (add-on)
Control of changesVersion history, change notes on every revision, version stamping and an audit trail
Retention and dispositionSuperseded versions archived, never deleted

The same controls support the document requirements of the Strengthened Aged Care Quality Standards, construction prequalification and FSC accreditation, and SQF and HACCP programs. Applecart DMS supports the document control requirements of these standards. Certification remains between your organisation and your certifying body.

Add-on module

Read & Acknowledge.

Prove the right people have read the current version, not just that it exists.

Publishing a policy is one thing. Showing that staff have read it is another. Read & Acknowledge asks the right people to confirm they have read and understood key documents, and keeps the record for your next audit.

  • Target audiences by Microsoft Entra group: all staff, a site or a role
  • Request acknowledgement on publish, on an annual cycle, or both
  • Annual cycles roll from each person’s last acknowledgement or run on a fixed date
  • One daily email per person listing what is due, with reminders until it is done
  • Overdue tracking by document and audience
  • CSV export of every acknowledgement for audit
For staff

Open. Confirm. Done.

  1. Open the document from the email or the staff app
  2. Confirm you have read and understood it
  3. Submit. The record is kept against that version
Works on desktop and phone. Available as an add-on module to Applecart DMS, on the Microsoft 365 you already have.
Interactive demo

Try it yourself.

Explore the interactive demo. Switch between Content Owner, Authoriser and Document Controller to see the lifecycle from each role’s point of view. Fill in the form and we’ll email you a personal link.

  • ✓Runs in your browser
  • ✓Takes about five minutes
  • ✓No Microsoft 365 sign-in needed

We’ll use your details to give you demo access and follow up about Applecart DMS. See our privacy policy.

The package

One package. Everything included.

No tiers to compare. Every Applecart DMS comes with the full feature set, set up for you and kept current.

Applecart DMS

Implementation, the full product and ongoing care, in one package.

The product

DMS app and Document Centre
Create, edit, authorise, publish
Review dates and compliance dashboard
Automatic numbering
Smart Word templates
PDF on publish
Secure, restricted documents
Version history and archive
Mobile and multilingual
Weekly digest email

Set up for you

Discovery and configuration workshops
Deployed into your Microsoft 365
Admin training and train-the-trainer
Documentation and recorded walkthroughs

Kept current

Every new DMS release, installed and tested
Workflow monitoring and quarterly health scan
Fixes when Microsoft changes the platform
Support for faults and how-to questions
Customisation

Make it fit how you work.

  • Read & Acknowledge add-on module
  • Extra approval levels or workflow steps
  • Your own metadata and branded templates
  • Integration with other systems
  • Intranet or Document Centre design
  • Moving your existing documents across
Scoped in discovery and quoted up front, so you know the cost before we start.
How we deliver it

Configured around you, live in weeks.

01

Discovery and workshops

Your requirements, metadata, lifecycle stages and security model.

02

Set-up

Applecart DMS deployed into your Microsoft 365, with your branding.

03

Configuration

Metadata, templates, security and audiences, configured rather than custom-built.

04

Deployment and training

Documents moved into the new structure, administrators trained, train-the-trainer sessions.

05

Review and support

Documentation, recorded walkthroughs, a post-deployment review, then ongoing support.

Why Applecart DMS

Built on what you already own.

Runs in your Microsoft 365

Your documents stay in your tenant, under your security.

Configuration, not custom code

Cheaper to implement, easier to support, and it evolves with Microsoft 365.

No per-user licences

Built on the SharePoint, Power Apps and Power Automate you already have. Add staff without adding licence cost.

Questions

Common questions.

Will Applecart DMS make us ISO compliant?

No software can do that. Applecart DMS gives you the document control auditors check under ISO clause 7.5, so you can show it working.

Do staff need a new licence?

No. It runs on SharePoint, Power Apps and Power Automate in your existing Microsoft 365.

Where is our data stored?

In your own Microsoft 365 tenant, under your existing security.

Is Read & Acknowledge included?

It is an optional add-on module, so you only add it if you need it.

Which languages are supported?

English, Dutch, French and German for the app and document details.

What clients say
The system has given us peace of mind that our documents are safe, controlled, and accessible, which has mitigated many of our risks in an environment with significant compliance and regulatory requirements.
Aidan Bruce
Chief Executive Officer, Care Norfolk

See it working in your world.

Book a 30-minute walkthrough and we’ll show you how Applecart DMS would fit your documents and approval process.

Already working with us? Request support or changes through the Service Desk.