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SOP Software

Standard procedure
docs that actually
get followed

Your SOPs shouldn’t get buried in SharePoint folders. Move them to a governed hub with approvals, version control, and AI search that helps every employee find and follow the right steps.

SOP software
Trusted by thousands of businesses across 150+ countries

SOPs don’t fail in writing. They fail in the finding.

01

Procedures are scattered across shared drives, PDFs and email threads, so the same process exists in four different places.

02

Without version control and approvals, superseded steps keep circulating long after the process actually changed.

03

The needed step is buried in a 90-page manual, slowing onboarding and every shift after.

Create SOPs once.
Use them everywhere.

Onboarding & cross-training

New hires productive on day one, not week three

The challenge

Training depends on whichever senior colleague is free that day, and the procedure they teach is whatever version they remember.

How Document360 helps

Publish every procedure as a structured, searchable article, so new hires self-serve the exact step and ramp time drops.

Onboarding & cross-training
Frontline & field operations

The right step at the moment of the task

The challenge

Shift and field staff need three sentences, not a document, and they often need them somewhere with poor connectivity.

How Document360 helps

Short, media-rich articles with guided decision trees, surfaced in Slack, Teams or the helpdesk, and exportable to PDF for offline use.

Frontline & field operations
Procedure governance

Only what is approved ever goes live

The challenge

Nobody owns sign-off, so drafts either sit for weeks or get published unreviewed, and both outcomes cost credibility.

How Document360 helps

Custom review stages with named approvers and due dates, read-only locks during review, and reminders that keep re-certification on time.

Procedure governance
AI answers at the moment of work

Ask in plain language, get the step and its source

The challenge

Employees know the procedure exists. They do not know which manual it lives in, or which version is current.

The Document360 advantage

Eddy AI answers from your SOP library with the citing article and version, using only approved content and respecting permissions.

AI answers at the moment of work
Audit & compliance readiness

Audits that pass without a document hunt

The challenge

Evidence of who approved which procedure, and when, gets assembled in a panic the week before the audit.

How Document360 helps

Revision and workflow history accrue as a by-product of normal work, so every change is traceable and exportable when an auditor asks.

Audit & compliance readiness

Every capability, tied to a
business result

Capability
Eddy AI search & assistant
Custom workflow builder
Version history & audit trail
Review reminders
Interactive decision tree
Helpdesk & chat integrations
Import from PDF, Word & migration
With Document360
Answers a procedure question in natural language and cites the article and version
Routes every SOP through your own review and approval stages before publishing
Records every change, author and revision of controlled documentation
Notifies the named owner before a procedure passes its re-certification date
Turns a branching procedure into a few guided questions
Surfaces procedures inside Slack, Teams, Zendesk, Freshdesk and Zoho
Brings existing SharePoint, Confluence and drive-based SOPs into one hub
Business outcome
The step in seconds, not the manual
Only approved procedures reach staff
Audit ready, lower compliance risk
Procedures stop ageing quietly
Fewer errors under time pressure
Answers where the work happens
Fast rollout, no rewriting from scratch

Procedures delivered inside Slack, Teams and your helpdesk

An SOP hub only works if nobody has to go looking for it. Approved procedures are pushed into the tools your teams already have open, and every search comes back as data you can act on.

Answers in chat

Staff ask in Slack or Teams and get the procedure. No new tab, no new habit.

Inside the ticket

Support agents see the right SOP in the ticket view while they work.

Offline on site

Export the current procedure to PDF for locations with no connectivity.

Ready for LLMs

The MCP server connects your procedures to the AI assistants your teams use.

The world’s top companies
trust Document360

Document360 has helped us cross-train staff from different departments. We can now quickly onboard new staff and train them to acquire service and product related knowledge.

Mark Cattlin

Product Manager, Researchbods

Our staff members feel better informed of policies and procedures as they are housed in a centralized place and are always kept up to date.

Andrew Warner

Community Education Manager, Better Life Partners

Document360 helped us establish a single source of truth for procedures both internally and for customers. This has eliminated differences in opinions regarding procedures.

Greg

Senior Software Engineer, Cosmos

Give every team
the procedure you approved

Launch with AI search, approvals & version control, starting with the process that costs you most when it goes wrong.

Questions, answered

The custom workflow builder lets you define review and approval stages for SOP articles. Statuses can be marked read-only to prevent edits during review, and every article keeps a full revision history with author and timestamp.

Document360 keeps draft and published states separate. Readers on the knowledge base site only see the published version, and review reminders notify contributors when an SOP is due for re-certification.

Yes. A full revision history captures what changed, who changed it and when. Workflow history per article also shows the progression through each review stage, and both can be exported as audit evidence.

Yes. Private and mixed-access projects, combined with user roles, reader groups and IP restrictions, let you make specific procedures visible only to authorised team members.

Yes. Import from PDF and Word converts existing procedure documents into structured, searchable articles, and assisted migration is available for bulk moves off SharePoint, Confluence or Notion.

A wiki optimises for open editing. SOP software optimises for control: approval gates, published-versus-draft separation, revision history and scheduled review, which are the properties an auditor asks about.

❓Frequently Asked Questions

How does Document360 support SOP creation and approval?

Document360's Workflow Designer lets you define review and approval stages for SOP articles. Custom workflow statuses can be marked as read-only to prevent edits during review. A full revision history with author and timestamp is maintained for every article.

How can teams ensure employees always see the latest approved SOP?

Document360 maintains a clear separation between draft and published states. Readers on the knowledge base site only see the published version. Review reminders notify contributors when articles are due for review.

Does Document360 maintain an audit trail for SOPs?

Yes. Document360 records a full revision history for every article, capturing what changed, who made the change, and when. Workflow history per article also shows the progression through each review stage.

Can access to SOP content be restricted to specific teams?

Yes. Document360 supports private and mixed-access projects. Combined with user role and group settings, you can ensure that specific SOP content is visible only to authorized team members.

Document360 AI