Document Management System

The Agility System fully automated document management functionality provides a clear framework that provides a more consistent, secure approach to the document life-cycle. 

Screenshot of the Agility System showing the document management search functionality

The importance of good document management

Industries governed by layers of regulation will inevitably mean businesses within them hold lots of paperwork – detailing everything from legislation to good working practices that must be followed. Keeping on top of this is necessary for the good of your business and your people. But if it isn’t done efficiently then it can become a burden – on both your time and your finances – especially if the system you’re using is mostly manual or paper-based.

The Agility System document management feature captures, manages, shares and secures information within your organisation. By acting as a centralised control it removes the chaos of folder structures and fragmented document repositories by providing a robust and secure system for all documents.

Streamlining Business Operations with an Effective Document Management System​

Our eBook provides valuable insights and guidance on: how to streamline your workflows, improve collaboration, and ensure compliance by implementing a modern document management system.

Take control of your documents

The Agility System utilises a full document life-cycle from initial development to archive and allows trained in-house Administrators to automate the creation of each document, configure a sequence of notification approval and review, as well as determining document archiving. 


Our document management functionality complies with the document control requirements of the ISO standards: Quality, Health, Environmental & Safety and with our defence and nuclear clients requiring the highest level of security to store their Officially Sensitive documents, our technical team are constantly improving the system’s document security features.

Babcock Case Study

How Babcock transformed from the traditional document-centric system to the process-based approach.

Document search functionality

Our document management functionality has built in features to allow users to effortlessly locate the document they are looking for, regardless of how many files are being stored:


  • Highly visible document navigator feature with a tree-structure; provides easy access
  • Powerful full text search functionality to retrieve content of your documents by keyword and also by metadata
  • Ability to create “tagging” information for items which aids the administration, grouping and locating of documents

Combine documents with processes

The process mapping functionality of the Agility System allows users to generate process maps or documents to be sent for review and approval using the fully-automated workflow feature. The administration suite also allows review dates to be set as well as versioning and full document history:


  • Document workflow – electronically managing the status of the document from document generation through to the final approval
  • Task lists created around the document management process
  • An effective feedback process from users, Full document reporting functions that can export information to Microsoft Excel and PDF
  • Graphical dashboards feeding real-time performance to document owners

Document management FAQ

A document management system is a system which provides the functionality needed to capture, manage, share, and secure information within the company; users do this electronically, therefore reducing paper usage and document inefficiency.

Strong document management processes ensure everyone in your organisation, regardless of the department or team, knows exactly where a document is housed, which stage it’s at in the review process, what still needs to be added, and whether any discourse actions might be needed. This ultimately improves business process and performance.

Trusted by top organisations worldwide​

In excess of 200,000 professionals rely on the Agility System across the globe to help them work efficiently and compliantly. 

Begin your journey to a process-based management system today

Related products

Process mapping

The Agility System process mapping tool allows you to replace long-winded text procedures with visual process maps.

Agility System

Over 200,000 professionals use the Agility System across the globe, supporting the workforce to deliver on what you need.

Document management

The Agility System maintains document governance for the full life-cycle of each individual document, process map or graphical model.

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