Documentaal for IT provides a Microsoft 365-native document automation platform with zero infrastructure requirements. Integrates with Azure AD for SSO, operates within your existing Microsoft 365 tenant, and requires no additional servers or VMs. The platform uses AI validation (not generative AI) for document governance, ensuring security and compliance. Available on Microsoft Marketplace for simplified procurement and vendor management.
For IT & Security TeamsHow Documentaal Works in Your Microsoft 365 Environment
Zero infrastructure. Full security. Microsoft-native architecture.
Documentaal is a SaaS document automation platform that operates entirely within your existing Microsoft 365 tenant. No additional servers, no separate user databases, no new security perimeters to manage.
Architecture Overview
Documentaal is built on Microsoft Azure and integrates natively with your Microsoft 365 environment.
SaaS in Microsoft Azure
Fully hosted in Microsoft's secure cloud infrastructure with no on-premise requirements.
Tenant-Based Isolation
Each organization operates in its own isolated tenant with no cross-tenant data access.
Microsoft 365 Native
Integrates directly with Azure AD, SharePoint, and Office apps — no separate authentication layer.
No Data Duplication
Documents remain in your SharePoint and OneDrive — Documentaal processes but does not store content.
Key principle: Your data never leaves your Microsoft 365 environment. Documentaal processes documents in-place without duplicating or storing content.
Security & Compliance
Enterprise-grade security built on Microsoft's trusted infrastructure.
Security Features
- Azure AD single sign-on (SSO)
- Role-based access control (RBAC)
- Microsoft Information Protection compatible
- Audit logging for all operations
- Encryption at rest and in transit
- No data retention beyond processing
- GDPR and SOC 2 compliant architecture
- Microsoft 365 Compliance Center integration
Compliance Standards
Documentaal inherits Microsoft Azure's compliance certifications and adds application-level security controls specifically designed for document governance.
AI Security: Validation, Not Generation
Documentaal uses AI validation — not generative AI. This is a critical distinction for security and compliance.
For organizations concerned about AI risks, Documentaal provides the benefits of AI (accuracy, validation, assistance) without the risks of generative content creation.
Deployment Process
From installation to go-live in days, not months.
Marketplace Installation
Install Documentaal from Microsoft AppSource with a single click. No custom deployment required.
Azure AD Integration
Automatic SSO configuration using your existing Azure AD tenant. No separate user provisioning.
Permission Configuration
Define which user groups can access Documentaal features using familiar Azure AD groups.
Template Library Setup
Connect your SharePoint document libraries where templates are stored.
Go Live
Users access Documentaal from within Word, Outlook, and Teams — no new apps to install.
No custom development required. Standard deployments complete within 1-2 weeks including template configuration and user training.
Integration Capabilities
Microsoft 365
- Word
- Outlook
- SharePoint
- Teams
- Excel
- PowerPoint
Data Sources
- SQL Server
- SAP
- Oracle
- AFAS
- REST APIs
- Custom connectors
Document Management
- iManage
- SharePoint Online
- OneDrive for Business
Signing Solutions
- ValidSign
- DocuSign
- Adobe Sign
See our integration guides for detailed technical documentation on each connector.
What IT Teams Gain
Zero Infrastructure
No servers, VMs, or containers to manage. Pure SaaS within Microsoft's ecosystem.
Familiar Stack
Everything runs on Microsoft technologies your team already knows and manages.
Reduced Support Load
Users work in Word and Outlook — no new interfaces to train or support.
Governance Built-In
Document governance becomes automatic, reducing ad-hoc IT requests for template fixes.
Audit-Ready Logging
All document operations are logged and accessible via Microsoft 365 Compliance Center.
Marketplace Procurement
Simplified vendor management through Microsoft AppSource billing and licensing.
Simplified Procurement via Microsoft Marketplace
Documentaal is available on Microsoft AppSource, which means: