PlanSmarter
Documents
Find the right document, not forty candidates
Semantic and keyword search across the actual text of your Office files — plus sign-offs and retention.
Why it exists
Document folders grow faster than anyone can organise them. The portal indexes the content itself, extracts the header fields your organisation already uses, and keeps a record of who read and approved what.
Document folders grow faster than anyone can organise them. The portal indexes the content itself, extracts the header fields your organisation already uses, and keeps a record of who read and approved what.
Features
What you get
Search by meaning, not exact wording.
Word, Excel and PowerPoint text is extracted and searchable.
DIR number, version, responsible and valid-from.
Controlled reading and approval with an audit trail.
Rules that clean up on schedule, with a log.
Share safely with expiry, revocation and access logs.
Benefits
What it changes for your team
For quality
- Traceable sign-offs
- Version control
- Retention evidence
For employees
- Find documents in seconds
- See what applies to you
For the organisation
- Less duplicated knowledge
- Safer external sharing
Screenshots
See it in the product
Real screens captured from PlanSmarter.
Works together
How it connects to the rest of PlanSmarter
Put Document portal to work this week
Free to start. No credit card, no setup project.