DocData Tracker

Automated Document & Data Management — Powered by SharePoint and Office 365

DocData Tracker: Simplified Document and Data-Centric Management

Automate, Govern & Collaborate with SharePoint + Office 365

DocData Tracker is a smart, low-code contract and document management platform designed for businesses seeking streamlined workflows, compliance assurance, and rapid setup. Powered by SharePoint and Office 365, it offers enterprise-grade document governance without requiring a Dynamics 365 license.

From Legal and Finance to Procurement and HR, DocData Tracker provides modular apps that automate delegation of authority, approval workflows via Microsoft Teams and Outlook, version control, metadata tagging, and centralized document storage. Its self-help setup guide makes deployment secure and scalable—no technician access required.

Built on SharePoint for enhanced security, it eliminates risks tied to manual systems—preventing data loss, approval delays, and compliance failures. Whether you're managing sales agreements, executive documentation, or SOPs, DocData Tracker transforms data into decisions.

Flexible. Transparent. Ready to deploy in days.

What DocData Tracker Does for You

Manage contracts, documents, and approvals—fast and securely.

Legal

Automate contracts, filings, and compliance with secured workflows.

Finance

Track audits, financial records, and ensure version control.

Procurement

Handle vendor agreements and supplier compliance effortlessly.

HR & Sales

Manage employee docs, SLAs, and client contracts—all in one place.

Executive & Operations

Make informed decisions with document visibility and delegated authority.

IT & Marketing

Secure service contracts and agency agreements using SharePoint integration.

Fast setup. Automated workflows. Enterprise-ready.

What Makes DocData Tracker Unique

Document-Centric Management

Includes version control, metadata tagging, check-in/out, search, permissions, and collaboration.

Simplified Setup

Optional technician access with clear self-help guides for independent configuration.

Tool Integration

Connects with Microsoft Teams, Outlook, and SharePoint for automated workflows.

Low-Code Customization

Fast expansion of features tailored to business needs—no complex development required.

Cost-Efficient Licensing

Works without Dynamics 365, reducing your operational expenses.

Transparent Pricing

Upfront clarity with Azure usage included—no hidden costs.

Office 365 Integration

Only needs Power Apps access from your IT admin—simple rollout.

Standalone App Suite

Five independent apps, each with user-specific access controls.

Free Forms Template

Includes a customizable Microsoft Forms template at no extra cost.

SharePoint-Based Security

Built on Microsoft SharePoint, DocData Tracker leverages managed access controls to ensure the security and confidentiality of your documents. This robust platform provides secure, role-based access to sensitive information, ensuring that only authorized personnel can view or edit documents.

Why DocData Tracker (Key Differentiators)

PAIN POINTS SOLVED BY DOCDATA TRACKER

Tracking Progress

Difficulty in tracking contract status?

Organizational Benefits with DocData Tracking

  • Our Solution: Easily monitor the status of contracts through automated notifications and dashboards. AI Tracking ensures contracts never go unnoticed.

Unique Agreement Number & Version Control

Challenges in managing multiple versions of a contract

Organizational Benefits with DocData Tracking

  • Our Solution: Assign unique agreement numbers and track multiple contract versions to maintain consistency and prevent errors.

Visibility Issues

Contracts becoming “invisible” or forgotten

Organizational Benefits with DocData Tracking

  • Our Solution: Prevents contracts from becoming 'invisible' by centralizing all agreements in one accessible repository. Supports OneDrive, Dropbox, and similar platforms.

Compliance Tracking

Difficulty in ensuring compliance with contract terms

Organizational Benefits with DocData Tracking

  • Our Solution: Automates Delegation of Authority and compliance checks, ensuring contracts adhere to organizational SOPs.

Data Extraction

Manual extraction of Document and Data Centric Management data

Organizational Benefits with DocData Tracking

  • Our Solution: Simplifies reporting and decision-making with integrated and secured data fields for structured Document and Data Centric Management data sourced from SharePoint with authorized access.

Approval Workflows

Manual approval processes that cause delays and authority delegation conflicts

Organizational Benefits with DocData Tracking

  • Our Solution: Activates automated workflows for approvals via Microsoft Teams and Outlook, minimizing bottlenecks. App dedicated for you to setup Delegation of Authority using your existing internal Microsoft En