Electronic document and records management
Monarch EDRMS
Work within familiar Microsoft 365 applications
Make compliant information capture easier for users
Improve access, collaboration and productivity


Australian-hosted within your Microsoft 365 environment
Designed to align with recognised records management standards
Automated retention and disposal controls
Implementation and ongoing support from FYB
Simplify records management across your organisation
Capture information where users work
Capture and manage documents and emails through Teams, Outlook, SharePoint and OneDrive, making recordkeeping part of everyday work.
Find information faster
Advanced metadata models, powerful search and filtering help authorised users locate accurate information quickly.
Automate retention and disposal
Use policy-driven automation to manage information throughout its lifecycle, reducing manual administration and information risk.
Improve user adoption
A clean, intuitive experience helps frontline employees and power users manage records confidently without excessive training.
Protect sensitive information
Microsoft 365 security, permissions and audit capabilities help protect information and provide visibility over access and activity.
Support compliance and accountability
Structured capture, lifecycle controls and audit histories help organisations meet records management, audit and FOI requirements.
Frequently Asked Questions
What is Monarch EDRMS?
Monarch EDRMS is an electronic document and records management system built for Microsoft SharePoint Online and Microsoft 365. It helps organisations securely capture, organise, find, protect, retain and dispose of business information.
What does EDRMS stand for?
EDRMS stands for Electronic Document and Records Management System. An EDRMS manages documents and official records throughout their lifecycle while supporting information governance, security, retention and compliance requirements.
Is Monarch EDRMS built for Microsoft 365?
Yes. Monarch EDRMS is built for Microsoft 365 and integrates directly with Teams, Outlook, SharePoint and OneDrive. Users can capture and manage records through the applications they already use.
Where is Monarch EDRMS hosted?
Monarch EDRMS is hosted in Australia within the client's own Microsoft 365 environment. This supports Australian data sovereignty and allows organisations to maintain control through their existing Microsoft security, privacy and governance settings.
How does Monarch EDRMS support records management compliance?
Monarch EDRMS is designed to align with ISO 16175 and government records management standards. Structured capture, metadata, permissions, audit histories and lifecycle controls help organisations support their compliance, audit and Freedom of Information obligations.
Can Monarch EDRMS automate retention and disposal?
Yes. Monarch EDRMS uses policy-driven automation to support the retention and disposal of information. This reduces manual administration and helps records remain managed for the appropriate period.
Is Monarch EDRMS easy for users to learn?
Monarch EDRMS has a clean, intuitive interface and operates through familiar Microsoft 365 applications. This helps both frontline employees and experienced users manage records without extensive additional training.
How does Monarch EDRMS improve information retrieval?
Monarch EDRMS uses structured libraries, advanced metadata and powerful search capabilities to help users locate information quickly and accurately. Search results respect permissions, so users only see information they are authorised to access.
Can Monarch EDRMS manage documents and emails?
Yes. Users can capture and manage documents, emails and other business information through Microsoft 365 applications, including Teams, Outlook, SharePoint and OneDrive.
Can Monarch EDRMS automate document workflows?
Yes. Monarch EDRMS can automate document reviews, approvals, reminders, notifications and other business processes, reducing manual follow-up and improving visibility.
Which organisations is Monarch EDRMS suitable for?
Monarch EDRMS is suitable for federal, state and local government agencies, regulatory bodies, healthcare and education organisations, not-for-profit organisations, and any organisation with records compliance and information governance requirements.
Can Monarch EDRMS support FOI requests?
Yes. Consistent classification, metadata and search capabilities make relevant information easier to locate, while audit histories and access controls support accountable handling of Freedom of Information requests.
Can information be migrated from an existing EDRMS?
Yes. FYB can assess and migrate documents, records and metadata from legacy systems into Monarch EDRMS. The migration approach is tailored to the source system, data quality and information governance requirements.
What Monarch EDRMS services does FYB provide?
FYB provides discovery, solution design, configuration, data migration, integration, training, change management and ongoing support. Our technical expertise is supported by extensive records and information management experience.






