ENTERPRISE-GRADE DOCUMENT MANAGEMENT
PIQNIC adds metadata-driven document management, structured classification, version control and complete audit history so every document is organized, traceable and controlled.
DOCUMENT MANAGEMENT
FOR MICROSOFT 365
Microsoft 365 creates documents. PIQNIC manages them.
PIQNIC ends document chaos by adding enterprise-grade document management, workflow and compliance to Microsoft 365 without changing how your team works.
Work directly inside Microsoft apps while PIQNIC manages metadata, versions, governance, compliance and business processes behind the scenes.
Book your personal demo to see why knowledge workers are moving to PIQNIC
Simply the best
★★★★★
“PIQNIC has removed the burden of working with documents”
CIO, Consumer finance company, Australia
Microsoft 365 is built for document productivity, not document management.
As organizations grow, managing documents across SharePoint, OneDrive and email quickly becomes complex. Documents become scattered, duplicated and difficult to find, creating operational inefficiencies, compliance risks and lost productivity.
Documents scattered across multiple silos
Files are stored across SharePoint sites, Teams channels, OneDrive folders and email attachments, making it difficult to find the right information when it matters most.
Lack of context
Microsoft 365 organises documents in folders and libraries, but business documents often need to be linked to clients, projects, matters, cases or transactions.
Inconsistent goverance and compliance
Without centralised control, retention policies, access rules and compliance requirements are applied inconsistently across your practice exposing you to risk.
Limited workflow and process integration
Business documents rarely exist in isolation. They are part of approvals, processes and tasks, yet most organizations still rely on manual workflows and emails.
PIQNIC 365 Integration - Eliminate document chaos!
PIQNIC solves the missing layer in Microsoft 365 by organizing documents using custom metadata and connecting information with people and processes making sure every document is properly managed, compliant and accessible.
WORKS DIRECTLY INSIDE MICROSOFT
Users continue working in the tools they already know. PIQNIC integrates directly with Microsoft 365 applications such as Word, Outlook and Excel, allowing documents to be saved, accessed and managed without leaving the Microsoft environment.
MOVE BEYOND FOLDERS & LIBRARIES
Powered by metadata, PIQNIC organises documents with business context, allowing information to be linked to customers, projects, cases or processes, making documents fast to find, manage and govern.
WORKFLOW & TASK AUTOMATION
Business documents are often part of business processes. PIQNIC connects documents to workflows, approvals and tasks, helping organisations automate processes, reduce manual work and improve operational efficiency.
INFORMATION GOVERNANCE
Protect your organization from information risk. PIQNIC enforces retention policies, access controls and compliance rules to ensure documents are stored, managed and retained according to organisational and regulatory requirements.
CONNECT DOCUMENTS TO PEOPLE & PROCESS
Transform documents into structured business information. By connecting documents to users, workflows and business records, PIQNIC ensures critical information is always accessible, contextualised and actionable across the organisation.
Key features
Clear version control with history
Automated version control with the latest version displayed across document manager and workflow. Includes full audit trail of changes, minot and major versions and ability to revert to prior versions.
Outlook email filing
Save emails directly from Outlook to smart profiles connected to customers, suppliers, projects, case and any additional custom fields. Options to save entire email or attachments separately.
Powerful search across everything
Search by customer, project, document type, date, author or any custom field to find files and emails instantly.
Integrates with your desktop
PIQNIC is omni present across your desktop so you can store and find documents from Word, Outlook and your folder structures which are linked to custom profiles.
Custom document, client and matter profiles
PIQNIC profiles contain information about clients, matters and documents providing single action saving and search for a standarized structure.
Save and search directly from Word and Outlook
Where ever you work, PIQNIC is there to help you save and find documents with ease. Find documents in Word and Outlook instantly.
Secure external collaboration and file sharing
Invite teams, clients and external parties to securely share and collaborate on documents and matters. Messaging and decision management reduce email overload and keeps everything organized
Single action compliance
Every folder or document profile is linked to structured metadata and built-in information governance. This means storage, retention, security and access policies are automatically applied to each document the moment it is saved.
Automated workflows and templates
Create templated documents and workflows and assign them to roles for standardization and consistency. Monitor progress and deadlines at a glance.
Centralized, secure storage
Eliminate file and version chaos and achieve a single source of truth with managed, centralized storage with role based access and auditing. Integrates with business apps to eliminate duplicates.
Compliance and retention management
Information governance and compliance made easy. Applies compliance rules including retention, storage and access policies automatically when saving document and files.
Work offline
No internet? No problem. Continue working on documents and when you’re back online, updated documents sync and a new version is automatically created.
Advanced metadata and profiling
Smart metadata provides instant access to information based on what it is, not where it’s stored. Linked to compliance so document lifecycle management is a breeze.
Simplified administration
We’ve removed the typical technical complexities of document management so managing the system and users is a easy reducing support effort.
It's work, just how it should be
Why organizations are switching to PIQNIC
Turn documents into business information
Legal professionals choose PIQNIC because it works seamlessly with the tools they already use every day. PIQNIC is omnipresent across your existing environment making adoption effortless and intuitive.
Standardization
By creating a single source of truth with built-in compliance and information governance, PIQNIC brings consistency, standardization, and complete trust in every document and process.
Great support
We’ve built PIQNIC so it runs itself, but if you ever need help, we’re here. Real people that are ready to assist. Our goal is to earn the position of the platform of choice for organizations that take information seriously.
How PIQNIC is fixing Document Management
January 20, 2026
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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,
NZME selects PIQNIC to automate its accounts payable process
September 27, 2024
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Auckland, New Zealand – 20 September 2024 – PIQNIC, a leading innovator in document management and workflow automation, announces a commercial partnership with New Zealand Media
PIQNIC Partners With American Workflows for Strategic US Growth
September 11, 2024
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FOR IMMEDIATE RELEASE PIQNIC Announces Strategic Partnership with American Workflows to Expand Global Reach Chicago, IL – September 10, 2024 – PIQNIC, a leader in innovative workflow solutions,
Case Study: Information Governance Done Right
October 11, 2023
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One of the things we pride ourselves on is the excellent information governance that PIQNIC provides businesses. In one case, it saved the day for
Introducing PIQNIC 2.0: Unifying Work Management to end chaos
August 16, 2023
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Imagine a platform tailor-made for your business… a business operating system. That’s PIQNIC 2.0, your all-in-one solution for unified work management. You could live in a