Document Management System (DMS)

Product

Overview

Unifize DMS ensures everyone is always working with the most current, approved version of every critical document—without spreadsheets, email chains, or file confusion. It keeps teams aligned and compliant by tightly connecting document control, change implementation, and training within one traceable platform.

Key Features and Benefits

Each feature in Unifize DMS is designed to drive a measurable outcome. This table maps core capabilities directly to the operational and compliance benefits they deliver, so you know exactly what you’re getting and why it matters.

Feature	Benefit
Enforces 21 CFR Part 11-compliant eSignatures	Ensures regulatory compliance for all approvals
Auto-triggers training on document release or revision	Keeps teams trained on the latest SOPs, policies, and other controlled documents automatically
Lifecycle-controlled access and editability	Prevents unauthorized edits and controls visibility
Complete audit trail on every record	Reduces audit prep time and proves accountability instantly
Linked record traceability across documents, changes, and training	Enables end-to-end visibility and impact analysis
Integrates with existing systems of record, like SharePoint	Enhances existing repositories by adding compliance, traceability, and workflows

Included Modules

Unifize DMS is built around three tightly integrated modules. Each one tackles a distinct part of the compliance cycle—documents, changes, and training—while working together to deliver complete traceability and control.

Document Management

Author, approve, and version critical documents

Change Control

Initiate and execute controlled changes with task accountability

Training Management

Assign, track, and verify training on SOPs, policies, and other controlled documents

Licenses and Entitlements

Unifize uses a tiered licensing model to match user capabilities with their responsibilities. From full administrative control to view-only access, each license type ensures users have the necessary capabilities without compromising control or compliance.

Full	Grants the ability to create, edit, approve, and configure processes and records
Limited	Allows task execution and participation in assigned records and reviews without final approval rights
Free	Read-only or checklist-contributor access for training, audits, and external collaborators