An Off-the-shelf, Configurable, Document Management Solution

Unifii Document Management (Configurable OTS+): right document, right person, right time, without forcing process change.

A configurable, off-the-shelf solution that centralises safety documents, links them to live workflows and puts the current, approved version in every worker’s hands—mobile or desktop—in days, not months.

##What it does.

• Single, version-controlled, source for policies, standard operating procedures (SOPs), job safety analyses (JSAs), permits, forms, drawings.
• Surfaces documents inside the workflow that needs them (permit, isolation, contractor task).
• Role-based access for employees and contractors, with read-acknowledgements and audit trails.
• Full lifecycle control: draft → review → approve → publish → retire, with alerts and ownership.
• Field-ready metadata, search and QR codes for instant retrieval.
• REST APIs and event hooks to Unifii Control of Work, incident reporting, ERP/MES and more.

How it’s delivered.

1. Configure to your process. Templates are tuned to your naming, metadata, roles and workflows.
2. UAT with real users. You test; we apply tweaks.
3. Go-live & scale. Change support, dashboards and training. Typical first rollout in 2–6 weeks.

Why it’s different.

Other tools make you change your process; Unifii configures to yours—fast, with no heavy custom build or lock-in. Point solutions force you to adopt their process, creating low uptake and lock-in. Unifii combines product speed with the flexibility of configuration—“configure, don’t contort.” Three talk points

1. Configurable off-the-shelf (COTS+). Rapid deployment that adapts to your existing workflows.
2. In-workflow delivery. Documents surface in context, eliminating version errors.
3. Audit-ready compliance. Read-acks, trails and tamper-evident history cut audit stress.

In Summary.

“Unifii Document Management is a configurable off-the-shelf platform that drops your critical documents into the exact workflow where they’re needed, guarantees workers use the latest version and goes live in days, boosting adoption, slashing errors and making audits painless.” “Unifii’s Document Management centralises every critical document with strict version control and serves the approved file inside live workflows from permits, JSAs, contractor jobs you name it, so frontline teams always have the right information. We configure it to your process, run UAT and go live in days, driving higher adoption, fewer errors and audit-ready compliance.”

Objection handling (concise).

• “We use SharePoint/Dropbox.” Great for storage, not for workflow-enforced version control or read-acks.
• “Our ERP has a doc module.” Rarely embedded in safety workflows or contractor access. Unifii complements core systems.
• “Config sounds lengthy.” It’s config, not custom—first go-live in 2-6 weeks.
• “Vendor lock-in?” Open APIs, exportable data and documented models.
• “Will people use it?” Adoption rises because docs appear automatically in the task, on any device.
• “Is it secure for contractors?” Role-based, time-boxed links, watermarking and full usage trails. Website One-liner “Configure, don’t contort—Unifii keeps the right version in every worker’s hand, live in days.” Configure, don’t contort. A document solution that adapts to your process, goes live in days and keeps the right version in every worker’s hand.