Atrium Document Manager
Every policy and procedure numbered, approved, reviewed on time and provably read. A document management system that lives in the SharePoint you already have. AI is built in and needs no Copilot licence: it reads each file to fill in the details, and searches in plain English, all in the browser.
Initial offer: £2,995 + VAT, one Microsoft 365 tenant, one payment. Unlimited users and documents. No per-user subscription.
What it does
- Automatic numbers in your own format, such as QMS-SOP-0042. Each number comes from the document’s own register row, so two people saving at once can never be given the same one
- Controlled creation: new documents start from the approved Word template for their type, or from a file you upload
- Staged approvals: approvers sign in order, sending back needs a reason, and every decision is kept
- Versions readers can trust: drafts are minor versions that only editors see. Approval publishes the next major version, and the approved one stays in force while a new draft is written
- Review dates: each type has a review period. Owners see what is due soon and overdue, and confirm with one click or upload a new version
- Read and acknowledge: ask named people to confirm they have read each approved version, and see who hasn’t
- A dashboard for each person: to approve, to read, drafts, reviews due and recently approved
- Audit trail: who did what and when for every document, and a register of every document, both downloadable for an auditor
- Reminder emails for reviews and waiting approvals, with one click or once a day
At a glance
- Price
- Initial offer: £2,995 + VAT, one tenant, no subscription, no per-user fees
- Where
- A Document Manager page on your SharePoint site, a Controlled Documents library and four lists
- Permissions
- Runs as the signed-in person, so SharePoint permissions apply. No API permissions are needed (one optional, Mail.Send, for emails)
- AI
- Runs in the browser. No AI key, no Copilot licence needed, and your documents stay in your tenant
- Set-up
- Add the app, press Set it up. Starter types, templates and documents included
AI built in, with no Copilot licence
- It fills in the form. Upload a Word, PowerPoint, Excel or text file and Document Manager reads it in your browser, then suggests the title, type, department, tags and a summary. You check and change them. This works in every browser.
- Ask in plain English. “Overdue HR policies”, “procedures approved this year”, “my drafts”, “what do I need to read?” The question is understood in the browser and shown back as filters, so you can see what it searched for.
- Better summaries where the browser can. In recent Chrome and Edge on a capable computer, the browser’s own built-in AI writes the summary and tags. It still runs on the person’s device.
- Works with Copilot, doesn’t need it. Documents are ordinary SharePoint files with their details in a list, so Microsoft 365 Copilot can answer from them if you have it.
- What it doesn’t do: it doesn’t read scanned images or PDFs to suggest details (it uses the file name for those), and it never sends your documents to an outside AI service.
Is this enough for ISO 9001 or ISO 27001 document control?
It gives you the controls those standards ask for: identification, review and approval, version control, making sure people use the current version, and withdrawal of obsolete documents, with the evidence kept. Whether you pass an audit depends on how you run it. Retention labels and legal holds stay in Microsoft Purview, where your admin sets them.
What should we know before buying?
- Reminder emails are sent from a document controller’s browser, because Atrium runs no server for your data. They go out when a controller opens the page or presses the button.
- The register lists every document’s title and status to people on the site. The files themselves follow SharePoint’s permissions, and drafts are hidden from readers.
- Files up to 100 MB can be added through the app. Larger ones can be uploaded to the library in SharePoint.
Have your first controlled document approved this week
Order online, receive your SharePoint package, add it to a site and press Set it up.
Want it set up for you?
Our Microsoft 365 consultants can brand, install and launch Atrium on your tenant in days. Or buy the packages and do it yourself in an afternoon: templates from £1,200, web parts from £95, plus VAT.