Ready-made solution

Applecart DMS

Controlled documents, built into your Microsoft 365.
A ready-made document management system for policies, procedures and other controlled documents. Built on SharePoint, Power Apps and Power Automate, so it runs in the Microsoft 365 you already own, without the cost and licensing of a traditional DMS.
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
2

Authorise

Content authoriser

The authoriser for that department reviews the content and signs off, or sends it back to Edit with comments.

Sends to Publish
3

Publish

Document controller

Checks naming, details, formatting and access, then publishes. Editing locks and a 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 and acknowledge

Staff confirm they have read key policies, with reminders, progress tracking and an export for audit.

Mobile and multilingual

Review and approve from any device. The app and document details can run in more than one language.

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
Read and acknowledge
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.

  • 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 separate platform licence

Built on the SharePoint, Power Apps and Power Automate you already have.

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.