Retire the tracker. Keep the drive
Engrama replaces the spreadsheet you built by hand to keep track of your partners. Your drive, your ERP and your email stay exactly where they are.
Nothing else moves
Your drive is where work gets made. It was never built to prove what was true on a date, and doing both jobs is the actual problem.
The direction is for Google Drive and SharePoint to become places Engrama pulls records from directly, rather than places you empty out.
The yellow and red rules on your spreadsheet already told you what to do. Now something does it
The suppliers, the record types and the expiry dates you already track become requests with checks and deadlines attached, watched automatically instead of scanned by eye.
“Yellow=Request Updated Document (30-60 days until expiry)” / “Red=Outdated Document (90+ days past)”
Quality Management Certification
ExpiringHeld by Kettle Creek Packaging
- 2027
- 2026
- 2025
- PassedThe expiry date is at least 60 days out
- PassedThe name on it is the partner we contracted
- Files to
- Kettle Creek Packaging › Certifications › 2026
- Next due
- 4 September 2026
- RequestedAbena Osei · 4 March 2026
- CheckedEngrama · 2 checks passed · 11 March 2026
- AnsweredKettle Creek Packaging · 11 March 2026
- AcceptedAbena Osei · 11 March 2026
- Renewal requestedEngrama · 6 August 2026
Your shared drive keeps doing its job
The folder structure your team uses for daily work does not change.
What moves out is the one copy that has to still be true a year from now.
why do people use Teams as a long term storage location
Three things move. Nothing else does
The list of suppliers you already track, the record types you already collect, and the dates you already watch for: that is what comes over.
- Your supplier list
- The record types you already collect
- The expiry dates you already watch
What to tell the person you answer to
- Your partner answers from a link that shows only what you asked for. No account, nothing to install.
- What you get back is a record you can still defend a year from now, with who sent it and when attached to it.
Bring your supplier list and see it become requests
We will set up a request against one of your own partners on the call.