SharePoint Document Management: Driving Collaboration, Productivity & Knowledge Sharing

We design and build comprehensive document management in SharePoint, integrating other Microsoft 365 tools to create bespoke solutions tailored to organisations’ individual needs.

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SharePoint Document Management Services

Accelerate the Transition to Knowledge Sharing with SharePoint Document Management

SharePoint can do more than simply store documents – it transforms how your organisation manages and shares information. So, no two document management systems are the same.

We work with organisations to create flexible, scalable solutions that meet the unique needs of both the organisation and its employees. Whether you’re starting from scratch or migrating from legacy or off-the-shelf DMS solutions, we provide the expertise and support needed to ensure a smooth transition.

Our people-first approach ensures that the sharing and storing of organisational knowledge is easy and intuitive for every employee, making sure the technology works for the people who use it.

Our SharePoint-based document management solutions support secure, modern business collaboration. Designed for hybrid working, we use SharePoint Online and other Microsoft 365 tools like Purview and Power Platform to ensure business files across all content types are stored, managed, and accessed efficiently. By prioritising both structure and usability, we help employees find what they need quickly, allowing them to focus on the tasks that matter most.

Enhanced Collaboration

Go beyond basic file sharing and break down organisational knowledge silos.

Smooth Integration

Seamless transition whether you’re implementing a new DMS or migrating from a legacy system.

User-Centric Design

People-first approach that combines technical excellence with user-friendly, intuitive design.

We help organisations do more than store documents and advance from basic SharePoint document management to comprehensive information and knowledge management in M365. Our services take a holistic view of company data, including documents, policies, and expert insights, to improve storage, connectivity, and collaboration.

Maximise Organisational Knowledge

Make company-wide expertise findable and valuable – beyond what’s stored in structured documents and files.

Create a Culture of Continuous Improvement

Support ongoing employee learning and cross-departmental collaboration.

Promote Innovative Thinking

Improve efficiency, avoid duplicated or wasted effort and encourage innovation.

We help organisations plan and implement robust content governance and policy management strategies. Our services ensure effective management of governance controls, including access, metadata, templates, archival, and content type creation, through platforms like SharePoint and Purview.

Advanced Data Management

Improve data discovery, classification and protection using Microsoft Purview.

Streamlined Content Governance

Simplify maintenance and enhance usability of all organisational files and knowledge through robust content governance policies.

Secure & Collaborative Sharing

Balance security and collaboration to ensure seamless and secure information sharing across various channels and audiences.

We help organisations design and implement custom workflows to streamline content management across the document lifecycle. Using tools like Power Platform, we automate processes to eliminate manual tasks and ensure best practices.

Document Lifecycle Management

Monitor and manage each document’s journey, from creation to archival and deletion.

Automated Workflow Processes

Streamline time-consuming tasks such as approvals, version control, and compliance checks.

Increased Productivity

Minimise errors and duplication, giving employees time back to focus on strategic tasks.

A DMS isn’t just somewhere to store documents – a modern document management goes far beyond basic file storage. It encompasses a holistic approach to managing, sharing, and securing information of all content types across an organisation. In today’s digital workplace, document management is about creating a seamless, collaborative environment where knowledge is easily accessible and workflows are streamlined.

While SharePoint remains a cornerstone of document management, including its powerful document libraries, the landscape has expanded to include a suite of powerful tools within Microsoft 365. Entra ID (formerly Azure AD) ensures secure access and identity management, while Microsoft Purview provides advanced data governance and compliance capabilities. Power Platform enables the automation of complex workflows, reducing manual tasks and enhancing efficiency. Additionally, Microsoft Copilot leverages AI to assist with content creation and management, making it easier for employees to find and use the information they need.

When you integrate these tools, you unlock the full potential of Microsoft 365, creating a document management system that is not only robust but also flexible and scalable. This integrated approach allows organisations to tailor their SharePoint document management solutions to meet specific needs, whether it’s enhancing security, improving collaboration, or automating routine processes. The result is a dynamic system that evolves with your business, supporting growth and innovation.

By plugging the pieces of Microsoft 365 together, you can craft a document management solution that fits your organisation perfectly.

This comprehensive approach ensures that your data is managed efficiently, securely, and in a way that supports your overall business goals. Whether you’re looking to break down knowledge silos, enhance productivity, improve content governance, or ensure compliance, Microsoft 365 provides the tools you need to build a powerful and adaptable document management system.

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Silicon Reef are really friendly yet professional to deal with, very open and honest, extremely structured and quick, bringing lots of experience. I would highly recommend Silicon Reef to those out there looking to roll out or further develop SharePoint document management systems. It was a pleasure working with their teams.

Group IT Project Manager, Argent Energy

Client Stories

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Transforming Internal Communications

The University of Leeds transformed internal communication with SharePoint, Beacon, and MyTools, improving access to tools, consistency, and engagement across 9,000+ employees.

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Award Winning Intranet

The Met Office’s award-winning intranet, built with SharePoint and Ripple, boosts collaboration, accessibility, and engagement across 2,000+ employees.

Aerospace & Defence

Custom Provisioning Tool

A multinational engineering company streamlined resource management and improved security by implementing a custom provisioning tool for Microsoft 365.

Expert Tips

Get More From SharePoint Document Management

Think beyond folders

Instead of nesting files in deep folders, use document libraries and metadata to organise and store documents in smarter, searchable ways.

Standardise with content types

Use content types to define document structure, metadata, and policies—bringing consistency and control to your document management processes.

Tighten access with governance

Effective content governance isn’t just about compliance—it’s about making sure people can access what they need, and nothing more. Use role-based permissions to control access with clarity.

Integrate with Microsoft 365

Layer SharePoint with Microsoft Office tools and Teams to create connected, context-rich workflows—so managing documents feels natural, not siloed.

Automate repetitive processes

Build flows that handle approvals, notifications, and archiving. Automation helps enforce your document management processes without adding admin overhead.

Use libraries strategically:

Create separate document libraries for different functions, teams, or security levels. This improves findability and makes permission management far more straightforward.

Looking for inspiration?

We’ve got you covered. Our blogs, guides and how-tos help you maximise your SharePoint document management system.

Streamlining Your Document Lifecycle with Automation

Learn how to make document governance in SharePoint easy by using tools like Power Automate.

Document Management in SharePoint: Your Questions Answered

See why a SharePoint document management system is a top choice for businesses looking for a comprehensive and flexible DMS, and get your key questions answered.

What is SharePoint Premium?

Learn how SharePoint Premium enhances document management with AI-driven content management, improved content discovery, automation, and compliance.

Why SharePoint Data Hygiene Should be a High Priority for IT

Understand the importance of maintaining good data hygiene in your SharePoint document management system to ensure effective use of Microsoft 365 Copilot and prevent potential data governance issues.

Accelerating Your Journey to Knowledge Management

Learn how a SharePoint Document Management System can help you transition from document to knowledge management and break down silos, enhance collaboration, and boost efficiency.

4 Ways to Sort Your SharePoint Data Out

Four key strategies for organising and securing data in your SharePoint document management system to enhance content and information governance, security, and productivity.

How to Make SharePoint Searchable

Learn how to improve search in your SharePoint document management system, boosting productivity and making employees’ lives easier with some simple tweaks and strategies.

SharePoint Document Management FAQs

Got questions? We’ve answered some of the common ones here. If you can’t find what you’re looking for, drop us a note.

How can SharePoint improve the way we manage documents?

SharePoint offers much more than just a place to store documents—it’s a powerful platform that transforms how your teams collaborate, share knowledge, and work together. With structured document libraries, version control, metadata tagging, and automation, SharePoint helps reduce manual admin, improve document tracking, and streamline document management processes. When implemented properly, it becomes a central part of your digital workplace—not just a file system, but a collaboration hub. At Silicon Reef, we help you shape SharePoint around your goals, making it easier for teams to work smarter and faster.

How do I organise documents better in SharePoint?

If your current setup relies on deep folder structures or inconsistent naming, it’s time to rethink. SharePoint uses document libraries, metadata, and custom views to make documents easier to store, manage, and find. Silicon Reef helps you build a structure that mirrors how your teams work—improving searchability and collaboration while reducing admin overhead.

What’s the best way to manage document access and security in SharePoint?

SharePoint gives you a powerful set of tools to control access and protect sensitive documents—far beyond simple folder permissions. You can define access at the site, library, folder, or even individual document level, and apply rules based on user roles, departments, or project teams. For organisations handling sensitive or regulated content, these granular settings are essential for staying compliant without sacrificing collaboration.

At Silicon Reef, we help you build practical, scalable content governance frameworks that align with how your teams actually work. This includes designing role-based access models, automating permissions where possible, and ensuring the right balance between control and flexibility. Whether you’re handling contracts, client data, or internal IP, we make sure your document security is airtight—and user-friendly.

How much does it cost to set up SharePoint for document management?

The cost can vary depending on your setup, user count, and required customisation. SharePoint is included with many Microsoft 365 plans, but making it work effectively as a document management system requires planning and configuration. Silicon Reef offers tailored solutions to match your organisation’s size, needs, and digital maturity—so you only pay for what adds value.

How do I make documents easier to find in SharePoint?

Search in SharePoint becomes truly powerful when paired with metadata, filters, and content types—not just folders. Silicon Reef helps you design smarter tagging systems and custom search experiences so your teams find the right document in seconds, not minutes. It’s a critical step in turning SharePoint into a high-performance knowledge hub.

What’s the best way to structure our SharePoint document libraries?

Start with your business needs and how your teams work. A good structure reflects your processes—not your old file server. Use metadata, content types, and permissions to build flexible, searchable libraries that scale. At Silicon Reef, we help organisations set up document management systems that support collaboration, governance, and long-term growth—not just basic storage.

Can SharePoint support compliance and retention policies?

Yes, SharePoint includes built-in tools to support compliance at scale. Using Microsoft Purview and Information Governance capabilities, you can apply retention labels, manage document lifecycles, track access, and ensure your content meets internal and external policies. We help you configure these features as part of a wider content governance strategy.

Ready to talk?

So are we. Get in touch today to discuss your DMS project.