Aptly + Microsoft SharePoint

Overview

Aptly integrates with Microsoft SharePoint to create a secure, centralized hub for storing and managing authority-related documentation across your enterprise. The integration ensures that all delegation records, signatory lists, policies, and supporting materials maintained in Aptly are automatically organized and versioned within SharePoint for easy access, review, and collaboration.
By combining Aptly’s governance automation with SharePoint’s content management capabilities, organizations gain an auditable and compliant repository for all decision and delegation records.

Key Capabilities

Automated Document Management
Aptly automatically publishes delegation records, signatory lists, and matrix updates to designated SharePoint libraries. This provides a central source of truth for all authority documents — ensuring stakeholders can view the latest approved versions without manual uploads.

Version Control and History Tracking
Every record synchronized from Aptly to SharePoint maintains full version control. Users can access prior versions of delegation matrices or authority policies, supporting audit reviews and governance continuity.

Secure Access and Permissions Alignment
SharePoint access permissions can be mapped to Aptly roles, ensuring that only authorized personnel can view or modify governance documents. This prevents unauthorized edits and maintains strict confidentiality for authority records.

Custom Folder and Metadata Configuration
Administrators can configure folder hierarchies and metadata tags (e.g., entity, region, category) to align SharePoint organization with Aptly’s internal data model. This enables fast filtering, search, and retrieval of governance materials.

Audit and Compliance Integration
Aptly logs every synchronization event, recording when and by whom authority documents were exported or updated in SharePoint. This ensures traceability between system-of-record (Aptly) and archive-of-record (SharePoint) for all governance assets.

Value to Organizations

Integrating SharePoint with Aptly gives organizations a unified and compliant approach to managing authority documentation. It eliminates manual file handling, reduces audit preparation time, and ensures that board members, executives, and auditors always have access to the latest governance records.
The result is a secure, automated, and policy-aligned authority documentation environment that enhances transparency and efficiency.

Example Use Cases

• Policy Archiving: Automatically publish approved delegation policies and signatory lists to SharePoint libraries.
• Audit Access: Provide auditors with read-only access to current and historical authority matrices.
• Version Tracking: Maintain an immutable record of matrix and delegation changes for governance continuity.
• Team Collaboration: Enable secure cross-department collaboration on governance-related documentation.