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Document management · SharePoint

EDMS solutions in Kenya

SharePoint-based enterprise document management with workflow automation, version control, and retention built in — so the right people find the right document, approvals move on their own, and auditors find everything they ask for.

Built on SharePoint OnlineWorkflow automationVersion controlAudit-ready
SharePoint
Online foundation
On the Microsoft 365 platform your teams know
100%
Tamper-evident trail
Every action logged with actor and timestamp
Auto
Retention & legal hold
Schedules applied by category, not by hand
Seconds
To find anything
Search by content and metadata, not folders
Capabilities

Documents under control, from capture to retention.

Built on SharePoint Online, configured around how your teams actually work — not a generic shared drive with folders nobody trusts.

Central repository

One secure, searchable home for every document — no more shared drives and email attachments.

Workflow automation

Route documents for review, approval, and sign-off with rules tailored to your processes.

Version control

Every change tracked, every version recoverable — with a clear record of who did what.

Access & permissions

Granular, role-based access so people see exactly what they should — and nothing more.

Retention & compliance

Apply retention schedules and legal holds automatically to meet your obligations.

Metadata & search

Tag, classify, and find documents by content and metadata in seconds, not minutes.

The workspace

One home for every document.

Capture, route, version, and retain — all in one place your teams already know. Click through the surfaces of a live document library.

acacia.sharepoint.com/finance/library
Documents/Document library
Search documents…
Finance document library
Tagged, classified, and findable by content or metadata
+ Upload
NameTypeModifiedByStatus
Invoice_Acacia_Q2.pdf
Invoice2026-06-20A. NjorogeApproved
Supplier_Contract_Mara.docx
Contract2026-06-18L. KamauIn review
Board_Pack_June.pdf
Report2026-06-15F. KarimFinal
KYC_Policy_v3.docx
Policy2026-06-12A. NjorogeApproved
Payroll_May_2026.xlsx
Spreadsheet2026-06-02P. MwangiLocked
Audit_Evidence_2025.zip
Archive2026-05-28SystemOn hold
Audit-ready by design

Compliance built in, not bolted on.

Retention, legal holds, and a tamper-evident trail aren't a module you switch on later — they're part of how every document is captured, routed, and stored from day one.

A complete, tamper-evident audit trail on every document.
Retention and legal holds enforced automatically.
Faster approvals through automated workflow.
Compliance built in, not bolted on after the fact.
Tamper-evident
Full audit trail on every action
Automatic
Retention & legal holds
Rule-driven
Approval workflows
Recoverable
Every prior version
Our approach

From shared-drive chaos to controlled records.

1
Audit the estate

We map where documents live today, who owns them, and the obligations they carry.

2
Design the model

We design libraries, content types, metadata, and retention around how your teams work.

3
Build & migrate

We configure SharePoint, automate workflows, and migrate content with metadata intact.

4
Train & maintain

We train users and tune retention and permissions as your obligations evolve.

Who it's for

EDMS for Kenyan organisations that answer to auditors and clients.

Document control matters most where a missing version or an open folder becomes a finding.

Banks and financial institutions

Policies, credit and customer files, and board papers under role-based access, retention and a tamper-evident audit trail.

Legal firms

Matter documents versioned, access-controlled and searchable, with retention and legal holds applied by category.

NGOs and donor-funded programmes

Contracts, grant files and supporting documents findable for every donor audit.

Large enterprises and public bodies

One governed repository on Microsoft 365 in place of shared drives and email attachments.

FAQ

EDMS in Kenya: frequently asked questions.

What is an EDMS?

An electronic document management system (EDMS) is one governed place for an organisation's documents: a central repository with version control, role-based access, metadata and search, approval workflows, retention schedules and an audit trail of every action. Creodata builds EDMS solutions on SharePoint Online in your own Microsoft 365 tenant.

Do you provide EDMS solutions in Kenya?

Yes. Creodata is a Nairobi software company. We audit your document estate, design the libraries, metadata and retention model, configure SharePoint and the workflows, migrate content with its metadata, and train your teams.

Is a SharePoint EDMS suitable for banks and law firms?

It is designed for organisations that must show who accessed and changed what: granular role-based access, every version recoverable, retention and legal holds applied by category, and a tamper-evident audit trail on every document. We map your regulatory and client-confidentiality obligations to that model during design.

Why build the EDMS on SharePoint Online?

Most Kenyan organisations already license Microsoft 365, so the EDMS runs in a platform your teams know and your IT team already secures, instead of adding another system and another login.

Can the EDMS handle finance documents and payment approvals?

For finance, our expense management system is a finance EDMS: every invoice, receipt and contract behind a payment is stored in SharePoint Online with the request, its approvals, the M-Pesa payment and the Business Central posting.

How much does an EDMS cost in Kenya?

We quote per organisation, based on the volume and types of documents, the number of users, the workflows and retention rules you need, and the migration involved. Compare vendors on a three-year total covering licences, implementation, migration and support.

Tame your document chaos.

Let's design a document management system around how your teams actually work.