Automate your SharePoint document control workflows
Secure, organize, and route documents in SharePoint automatically with low-code tools—no manual uploads, no complex scripts. Just compliance, consistency, and control at scale.
How We help
How we help
Streamline document approval cycles
Eliminate manual handoffs—automatically route contracts, policies, and files in SharePoint for review and sign-off based on roles or rules.
Maintain audit-ready records
Capture every version and sign-off in SharePoint with sealed audit trails. Stay ready for compliance checks without last-minute scrambling.
Automate file classification and retention
Apply document labels, retention schedules, and permissions as files are created or edited—removing manual categorization and errors.
Accelerate onboarding document management
Auto-generate, assign, and track training or onboarding materials in SharePoint for every new user—ensuring nothing falls through the cracks.
Speed up access provisioning
Automate permissioning and access for new project folders or document sets, so teams collaborate instantly without waiting for IT.
Enforce document standards and templates
Guarantee that new documents follow consistent templates and naming so quality, branding, and compliance stay on autopilot.
Key features
Key features
Automated document routing in SharePoint
Move or assign documents to the correct folders or libraries based on business logic, metadata, or lifecycle events—completely hands-free.
Integrated approval and e-signature workflows
Trigger approvals, e-signatures, or escalations from within SharePoint—track status at a glance, without email chains.
Dynamic metadata and tagging rules
Apply required metadata fields and classification tags automatically for instant search, retrieval, and compliance.
Retention and archival automation
Set file expiration, retention, or archival automatically to meet legal and regulatory policies.
No-code builder with Microsoft 365 connectors
Design and launch workflows using our drag-and-drop builder fully integrated with SharePoint and other Microsoft 365 apps.
Real-time collaboration and change tracking
Enable teams to edit, review, and comment on documents simultaneously with complete version control and transparent history.
Explore all our low-code document solutions
Every team, workflow, and use case is different. Nutrient offers a proven suite of tools and integrations — built to work together and designed to help you get started fast. Pick the solution that best fits your document automation needs.
Document Converter
Convert files across formats (e.g., Excel to Word or PDF) in workflows that are fast, flexible, and fully automated.
Learn MoreDocument⠀ Editor
Enable inline editing of generated Word documents—right inside your browser, with no Word installation needed.
Learn MoreDocument Searchability
Make your generated or uploaded documents text-searchable with OCR processing and metadata enhancement.
Learn MoreDocument Automation
Deploy and manage scalable, secure document automation workflows behind your firewall or in your private cloud.
Learn MoreWhy Nutrient?
No-code simplicity
Empower operations teams to own automation.
Secure by design
Built for regulated industries and compliance.
Deep Microsoft 365 integration
Seamless workflows inside the tools you already use.
Fast time to value
Stand up solutions in days, not months.
Trusted by leading organizations
Benefits
Benefits
No new software to install or complex integrations—just supercharged control, right where you work.
Minimize delays, bottlenecks, and compliance risks as documents flow securely and swiftly.
Remove tedious steps like manual reviews, emails, and renaming, so your experts can do more valuable tasks.
Workflows automatically apply your document standards, retention rules, and permissions without human errors.
Stakeholders and auditors get reliable, transparent records—no missing approvals, no document mix-ups.
Expand or adapt workflows for new departments, projects, or regulations—without IT backlogs or limits.
Automate once. Control forever.
Transform document chaos into automatic, compliant order with Nutrient. One configuration keeps every SharePoint document on track—so your team does more by managing less.
Connect to your tools, your way
Workflow Automation integrates with your tech stack — including finance systems, procurement platforms, and approval tools — using APIs, webhooks, or SFTP. No extra middleware required.
Frequently asked questions
What is document control in SharePoint?
It’s the practice of managing how documents are created, reviewed, approved, accessed, and updated within SharePoint — using built-in features like versioning, permissions, and workflows.
Can SharePoint be used as a document control system?
Yes. SharePoint offers version history, check-in/check-out, access control, approval workflows, and audit trails — making it a strong foundation for regulated or sensitive document management.
How does version control work in SharePoint?
Each time a document is edited and saved, SharePoint creates a new version (if versioning is enabled). You can view, restore, or compare previous versions at any time.
How do you manage document approvals in SharePoint?
Use Power Automate or built-in approval workflows to route documents for review, signature, or publication. Statuses can be tracked using metadata fields like “Approval Status” or “Effective Date.”
Can SharePoint restrict who can edit or view documents?
Yes. You can set permissions at the site, library, folder, or file level — ensuring only authorized users can access or modify controlled documents.
How do you organize controlled documents in SharePoint?
Use document libraries with content types, metadata, and folders (if needed). Add columns like "Document Owner," "Effective Date," and "Review Cycle" to stay organized and compliant.
Start automating SharePoint document control today
Deploy your first SharePoint control workflow in minutes. We’ll help you configure, test, and scale workflows that enforce compliance—while freeing your team from busywork.
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