ALFO Content & Workflow

One governed record for every department, not just the ones with tenants.

ALFO brings documents, digital forms, e-signatures, records retention, and enterprise search into one platform, so procurement, finance, HR, and maintenance work from governed records instead of scattered shared drives.

Records administrator at a desktop reviewing a digital document workflow and electronic form routing screen in a housing authority office
What ALFO is

Four capabilities, one governed platform.

Housing authorities generate records outside the tenant file too: procurement requests, HR paperwork, maintenance work orders, board packets, executive correspondence. ALFO gives every department the same governed structure ETR gives the tenant file, with content management, workflow routing, digital forms and e-signature, records retention, and enterprise search built around housing authority operations. Deploy in the cloud, hybrid, or on-premises.

Inside ALFO

Four modules that work as one platform.

Digital Forms & eSignatures

Build a form once, route it for signature, and keep the completed record connected to the file it belongs to.

Explore digital forms

Workflow, Tasks & Approvals

Route requests, approvals, and follow-ups automatically, with alerts when a task sits too long.

Explore workflow

Records Retention & Governance

Retention schedules and permission rules that apply themselves, so nothing is deleted early or kept too long.

Explore retention

Enterprise Search & OCR

Full-text and metadata search across every scanned page and file, indexed the moment it lands in the system.

Explore search
Team of colleagues collaborating around a laptop in a shared office workspace
Microsoft 365 and SharePoint

Standalone, or layered on the Microsoft environment staff already use.

Some authorities want ALFO as their primary content platform. Others have already invested in Microsoft 365, SharePoint, and Teams and want housing-specific structure added on top rather than a new system to learn. ALFO supports both paths.

Layered on Microsoft 365, ALFO adds housing-aligned metadata, retention rules, and approval routing to SharePoint libraries and Teams files, while staff keep working from the interface they already know. ALFO also connects with Entra ID for identity, Azure for infrastructure, and Power BI or Power Platform where an authority wants reporting or automation built on top of its records.

  • Runs standalone as a full content and workflow platform
  • Or layers structure and governance onto existing SharePoint and Teams libraries
  • Supports Entra ID, Azure, Power BI, and Power Platform where an authority already relies on them
Ask about your Microsoft environment
Why departments outside the tenant file need this too

The same governance, applied everywhere records are created.

Compliance officer reviewing a permission-restricted document dashboard

Role-based access across every department

HR, procurement, and executive records stay visible only to the roles that need them, with the same permission model used across the platform.

Search results screen displaying document evidence and status tags

One search across departments

A procurement officer, an HR manager, and a records clerk all search the same indexed platform.

Records administrator scanning a paper file into a compliance dashboard

Migration from paper and legacy shares

Existing files, folders, and SharePoint libraries are mapped into ALFO's structure during onboarding.

Common questions

What IT and records teams ask before requesting a demo.

ALFO is available as cloud, hybrid, or on-premises deployment. Housing authorities choose the model that matches their IT resources and data governance requirements.
Yes. ALFO can run standalone or as a housing-specific layer on top of Microsoft 365, SharePoint, and Teams, adding structured metadata, retention rules, and approval routing to the environment staff already use.
Existing files and SharePoint libraries are migrated into ALFO's structure with metadata and permissions mapped as part of onboarding, so departments do not start over from a blank repository.
Yes. ALFO is built for every department that generates records: procurement, finance, HR, maintenance, and executive administration, not only the departments that handle tenant files.
Ready when you are

See ALFO on your department's own documents.

A walkthrough of forms, workflow, retention, and search, scoped to the departments you want to bring in first. Visit our resources for implementation guides.