Store general organisational files without forcing them into a staff or training record. Keep access, ownership, versions, assigned actions and retention decisions together.
14-day free trial. No card required.
Choose the right document workflow
General documents have their own module. Evidence and policies retain the specialist people, permissions, decisions and actions that give each record meaning.
Use Document Management for organisational files that do not belong in a staff, training or specialist record. Control access, ownership, immutable versions, assigned actions, taxonomy and retention review, and send PDFs for simple electronic signature.
Included from Growth
Use for certificates and other workforce evidence. Keep accepted documents linked to the person and record they support, with owners, review and retention dates, versions and archive history.
Included from Starter
Use for controlled workforce policies. Manage ownership, publication, audiences, replacement versions and acknowledgements against the relevant version.
Policies from Growth, named approval from Professional
Shared-folder permissions rarely explain whether the document belongs with an organisation, role, site, department or named person.
Ownership, required reading, review, approval and follow-up often sit in a separate tracker.
Duplicate files and renamed copies make the version in scope difficult to explain or review.
How it works
Every step works from the records SkillProof already holds, so nothing is copied into another tracker.
Book a demoBuilt for
Document Management for general organisational documents is included from Growth. Evidence & Certificate Tracking remains included from Starter; Policy Management starts on Growth, with optional named policy review and approval on Professional and Enterprise.
SkillProof includes Document Management from Growth for general organisational files with explicit access, ownership, immutable versions, assignments, simple electronic signatures and governed retention review. Starter retains the separate Training Evidence Vault. A source-filtered register also helps people find permitted Training Evidence Vault files from Evidence & Certificate Tracking, Policy Management, registrations and confidential reviews while each specialist workflow remains authoritative. It is not an enterprise content-collaboration suite, does not accept every file type, does not search file contents and never deletes files automatically from a retention date or disposal approval.
SkillProof provides document management software for general organisational files, with controlled access, immutable versions, assigned actions, taxonomy and retention review.
A governed system becomes useful when files need explicit access, a clear owner, current version, assigned action or retention decision that a shared folder cannot show on its own.
Learning creates and delivers governed internal courses. Document Management controls general organisational files, while Evidence, Policies and other specialist records keep their own workflow and permissions.
The key points teams usually need before choosing this workflow.
Still managing documents in shared folders?
Book a demo and we will show how access, versions and review dates would work for your documents.
Book a demoGeneral organisational files sit in Document Management. Evidence, policy, registration and confidential review files stay in their specialist workflows so their record links, permissions and decisions remain authoritative.
No. SkillProof governs general and specialist organisational documents, but it does not provide collaborative editing, OCR or full-document content search.
The general Document Management module is included from Growth. Starter retains the Training Evidence Vault; other specialist sources follow their own plan boundaries.
No. They record and govern the decision path. Files are never deleted automatically from a retention date or disposal approval.
Open the next relevant workflow or guide when you need more detail.
Start with test data and follow a general document through access, version, assignment and retention review.
14-day free trial. No card required.
