We’ve all been there. You finish a critical report, an urgent contract, or a project plan, and then comes the “chore”: finding the right folder, naming the file correctly, and manually tagging it for compliance.

Usually, we promise ourselves we’ll “file it later.” But “later” never comes, and suddenly your organization is facing version-control nightmares and massive compliance gaps.

The truth is, information workers lose up to 1.5 hours per day simply battling document management. It’s time to claw that time back.

Introducing PIQNIC + Microsoft 365

We are thrilled to announce the release of our Microsoft 365 integration. We’ve brought single-action document management and compliance directly into the tools your team already uses every day—Word, Outlook, and more.

Finally, a System That Works Like You Do

PIQNIC is role-based and context-aware. It understands whether you’re working on a project, a specific customer case, or a legal matter. Instead of hunting through messy SharePoint sites, PIQNIC automatically presents the right metadata-driven profiles to the right people.

How it works is simple:

1. Create:
   Finish your document in Word or receive an email in Outlook.
2. Save:
   Select the appropriate PIQNIC save profile.
3. Done:
   The document, along with all required metadata, is securely stored.

Compliance Without the Effort

Once you hit save, PIQNIC takes over the “boring” stuff. It automatically applies access controls, enforces retention rules, and manages disposal policies. This can even trigger automated
workflows—all without the user needing to think about “compliance” at all.

Why This Matters for Your Organization:

• Governance by Design: No more relying on “reminders” or training sessions. Governance is baked into the workflow.
• The End of Folder Hunting: No more guessing where a file lives. Better metadata means better search, reporting, and findability from day one.
• Single Source of Truth: Versions are saved back to PIQNIC automatically. No more duplicates across emails, desktops, or shared drives.
• Zero Context Switching: Your team stays inside Microsoft 365. They do their work, and PIQNIC handles the rest.