Features

Everything a document library should already do

Three web parts — Setup, Explorer and Compliance — that together turn a SharePoint site into a governed document management system.

01Provisioning

One-click library setup

Turning a blank site into a governed DMS is a button, not a project.

Creates the document library, content type and every metadata column
Adds governed views: pending approval, due for review, retention watchlist, legal hold, unclassified data, personal data register
Creates the Clients and Projects lists that Client → Project → Phase grouping reads from
Creates four SharePoint groups that DocuSanad roles resolve from
Idempotent — run it again after an upgrade and it adds only what is missing

02Document Explorer

Filter and group by what a document actually is, not where somebody happened to put it.

Nested grouping — Client → Project → Phase, configurable per web part
Faceted filtering across client, status, document type and phase, combined with search
Approval status badges and compliance flags visible in the row
Quick preview using SharePoint’s own viewer, so every format your tenant renders, renders
Bulk metadata edit, bulk approval requests, bulk recycle
Role-based visibility — Restricted documents are hidden from Readers

03Metadata on upload

The upload panel refuses to submit without the metadata your organisation requires.

Client, project and document type enforced at the point of upload
Selecting a client narrows the project list, which matters when you have hundreds
Confidentiality, retention policy and next review date captured at the same time
Drag and drop with per-file progress and a clear report of anything that failed
Documents that arrive by other routes are flagged as untagged and counted in the compliance view

04Approvals

A complete approval loop with no Power Automate licence and no flow to accidentally delete.

Request approval from any document or in bulk, with an optional due date
Approve or reject with comments, recorded against the document and in the audit log
Email sent through SharePoint’s own mail service — in-tenant, no premium connector
Retention starts running from approval rather than from upload
Full approval history per document, kept as evidence

05Compliance

The view you show an auditor.

Append-only activity log: uploads, edits, approvals, downloads, deletions and disposition
Overdue reviews, expired retention and untagged documents counted and listed
Framework posture per regulation, scored over documents that framework actually governs
Data subject request search with erasure eligibility per document
Disposition review queue with recorded decisions and mandatory reasons

Also included

Suspends disposition entirely, overriding every retention rule. Held documents never appear in a disposition queue.

Reads retention labels, holds and record declarations. Where Purview is present, Purview wins.

Detects personal, health, financial and payment data with checksum-validated patterns — no external service required.

Reader, Contributor, Approver and Administrator resolved from SharePoint group membership.

The Explorer and Compliance web parts can be exposed as Teams tabs or personal apps.

Inherits your SharePoint section theme, so it looks like part of your intranet rather than a bolt-on.

In review with Microsoft

DocuSanad installs from Microsoft AppSource. The free tier gives you a fully provisioned, governed library at no cost.