Controlled Documents in SharePoint

Managing policies, procedures and compliance documentation doesn't have to be manual. In this 30-minute session, Valto's Microsoft 365 consultant walks through its Controlled Documents solution, built on SharePoint and Power Automate, and shows how organisations use it to improve document governance and cut admin.

A live demo covers how documents move from draft to approval, version control, automated review reminders and scheduling, and employee read-and-understood confirmations. It also covers audit-ready tracking and role-based access, and finishes with advice on deployment, adoption and governance.

It's a demo of Valto's own solution, so expect product context.