Reduce filing inconsistency
Guide users through department, file-plan and sensitivity selections while the system stamps the required metadata automatically.
Electronic Document & Records Management
Take control of every record.
Centralise document filing, classification, retention, compliance and disposition in one Microsoft 365 solution—built for the realities of South African institutions.
Built on Microsoft 365
POPIA/PAIA support
Complete audit trail
POPIA records128+8 this month
Disposition due7Review queue
Restricted2318% of total
Records by departmentLive view
HR-2024-0192 · ContractRestricted
FIN-2024-0451 · InvoiceDeclared
12records-series libraries
16standardised site columns
6sensitivity labels
3role-based security groups
Move beyond fragmented records
One governed environment from capture to disposition.
Make compliance visible
See POPIA-flagged records, upcoming dispositions, audit events and metadata-quality findings from one operational dashboard.
Defend every decision
Apply Microsoft Purview retention and sensitivity labels, enforce lifecycle controls and retain a comprehensive audit history.
Core capabilities
Everything your records team needs to operate with confidence.
Purpose-built controls bring classification, governance, compliance and reporting into a single SharePoint experience.
Structured file plan
Navigate a hierarchical classification tree, search codes and offices, and maintain an institution-wide filing structure.
Records register
Search, filter, sort, edit and export the master records register with controlled status progression.
Guided document filing
Upload documents to the correct library and folder with automated metadata, ownership and record-number stamping.
Purview integration
Apply retention and sensitivity labels through Microsoft Purview and synchronise disposition status back to the register.
Disposition management
Identify due and overdue records, review queue status and connect authorised users to Purview Disposition Review.
Quality and audit
Surface missing metadata, invalid classifications and orphaned entries while logging all material application actions.
Controlled records lifecycle
A clear path from registration to defensible disposition.
Forward-only lifecycle controls help protect the integrity of every record while keeping users focused on the next authorised action.
Register
Create the record entry and assign a unique record ID.
File
Upload, stamp metadata and apply Purview labels.
Declare
Formally declare the document as an institutional record.
Close
Close the record when its active business use has ended.
Dispose
Complete the approved action through Microsoft Purview.
Compliance built into everyday work
Turn POPIA and PAIA obligations into visible, manageable controls.
Akili EDRMS automatically derives POPIA applicability from document sensitivity and security classifications, then makes the resulting records available for monitoring and reporting.
- ✓Automatic POPIA flagging
- ✓Department and classification breakdowns
- ✓Exportable reporting for PAIA requests
- ✓Role-based access via SharePoint groups
POPIA / PAIA overviewLive view
POPIA records128+8 this month
Restricted2318% of total
Records by departmentCurrent classification view
!
3 records need attentionMetadata quality findings are ready for review.
ReviewSee Akili EDRMS in action
A practical records workspace, built inside Microsoft 365.
See the operational dashboard, file-plan navigation, filing workflow, disposition queue, metadata-quality controls and complete audit trail in a guided walkthrough.
02:14 guided product overview
9 integrated work areas
Registered1 284All series
Declared963Formal records
Due7Disposition
HR-2024-0192 · Contract
GOV-2021-0033 · Minutes
FIN-2024-0451 · Invoice
Fits your Microsoft environment
Deploy where your teams already work.
SharePoint Online
Embedded web part or full-page application in your tenant.
Microsoft Teams
Personal app or channel-tab experience for daily filing.
Microsoft Purview
Retention, sensitivity and disposition integration.
Microsoft 365
A familiar experience across web, desktop and mobile.
Ready to take control?
Book a guided EDRMS demonstration.
Tell us about your institution and current records-management environment. Our team will tailor the conversation to your governance, compliance and Microsoft 365 requirements.