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ZenGRC from ZenGRC
Offers a user-friendly interface for managing policies, tracking compliance status, and facilitating audits. Built-in task management helps ensure that policies are current and that organization-wide compliance responsibilities are clear.
Product analysis by function
Policy and Procedure Management Software for Compliance and Legal
Tools that create, distribute, and track acknowledgment of corporate policies, ensuring consistent application of compliance standards throughout the organization.
More Policy and Procedure Management Software
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Document Creation and Authoring
(5 Yes /5 Known /10 Possible features)
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Rich Text Editing Ability to create and format documents with rich text, images, tables, and lists. |
ZenGRC includes document creation and formatting features that support policy management; this generally includes rich text editing. | |
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Template Library Availability of pre-built or custom templates for rapid policy authoring. |
No information available | |
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Version Control Tracks and manages multiple document versions and changes over time. |
ZenGRC tracks audit trails, document changes, and revisions, enabling version control for compliance and audit readiness. | |
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Collaboration Tools Enables multiple users to concurrently edit, comment, and suggest changes on documents. |
ZenGRC supports assigning tasks, user collaboration, and multi-user workflows around policy management. | |
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Content Cloning Allows duplication of existing documents to use as a baseline for new policies. |
No information available | |
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Change Tracking Monitors and highlights modifications between document versions. |
Change tracking is referenced in ZenGRC’s audit trail and document management capabilities. | |
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Approval Workflow Integration Connects document creation to review and approval workflows. |
ZenGRC integrates with review and approval workflows for policy and compliance documents. | |
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Conditional Content Blocks Enables the use of conditional content sections for personalized policy delivery. |
No information available | |
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Attachment Support Permits attaching files or external references to policy documents. |
No information available | |
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Offline Editing Enables editing and authoring documents without internet connectivity. |
No information available |
Policy Distribution and Communication
(6 Yes /6 Known /10 Possible features)
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Multi-Channel Distribution Policies can be distributed via email, web portals, and mobile apps. |
ZenGRC supports distribution of policies via its web-based portal and can email alerts. Mobile app support is unconfirmed. | |
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Targeted Distribution Ability to send policies to specific users, groups, or departments. |
No information available | |
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Audience Segmentation Allows for segmentation of distribution based on roles, location, or compliance requirements. |
No information available | |
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Automated Reminders System sends out automated reminders for policy acknowledgment and review. |
ZenGRC supports automated notifications and reminders for compliance tasks, including policy acknowledgment. | |
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Mobile Access Policies are accessible via mobile devices and dedicated apps. |
No information available | |
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Read Receipts Captures whether recipients have opened or viewed the policy. |
Read receipt-like tracking is a common feature for GRC tools to evidence policy acknowledgment. | |
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Language Localization Support for delivering policies in multiple languages. |
No information available | |
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Secure Access Links Delivers documents via secure, expiring links. |
ZenGRC provides secure policy sharing via platform-based, permission-controlled links. | |
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Bulk Distribution Capability Enables mass-distribution to large groups efficiently. |
Built-in task and notification features are designed for mass, efficient employee communication. | |
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Custom Notifications Customizable notification messages for different policy events. |
Notification messages for policy / compliance tasks are customizable within ZenGRC. |
Acknowledgment and Attestation Tracking
(7 Yes /7 Known /10 Possible features)
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Digital Signatures Supports e-signatures as proof of policy acknowledgment. |
Digital attestation and electronic acknowledgment of policies are a core workflow in ZenGRC. | |
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Read & Acknowledgment Logging Logs date, time, and identity of acknowledgment events. |
Audit logs track acknowledgment events with user/date/time in ZenGRC. | |
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Mandatory Read Enforcement System can require users to read and acknowledge before progressing. |
Acknowledgment can be required before progressing; typical for compliance workflows in GRC platforms. | |
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Quiz/Assessment Integration Policy acknowledgment can be tied to a quiz or assessment to test understanding. |
No information available | |
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Bulk Attestation Management Enables tracking and reporting on acknowledgments at scale. |
ZenGRC supports reporting on attestation status at scale. | |
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Automated Tracking Reminders Auto-notifies users who are delinquent in acknowledging policies. |
ZenGRC issues automatic reminders for pending tasks, including policy acknowledgment. | |
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Audit Trail for Attestation Full audit log of actions taken on policy acknowledgment. |
Audit trail of attestation events is a key feature for compliance audits. | |
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Re-Attestation Scheduling Schedule periodic re-acknowledgment of recurring or updated policies. |
No information available | |
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Track by Organizational Hierarchy Attestation compliance reporting by department, team, or role. |
ZenGRC tracks compliance by department and role as part of its reporting features. | |
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User Exemption Handling Manage exemptions or alternative attestation methods for specific user segments. |
No information available |
Workflow Management
(3 Yes /3 Known /10 Possible features)
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Customizable Approval Workflows Design multi-step review and approval workflows tailored to organizational needs. |
Approval workflows are configurable to organizational requirements in ZenGRC. | |
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Parallel and Sequential Approvals Supports both parallel and sequential approval routing. |
No information available | |
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Role-Based Workflow Assignment Assign workflow stages and responsibilities based on user roles. |
Tasks and approvals can be routed by user role in ZenGRC workflows. | |
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Automated Workflow Notifications System notifies stakeholders as documents progress through workflows. |
ZenGRC provides automated notifications for task or document progressions in workflow. | |
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Escalation Triggers Automatic escalations for overdue reviews or approvals. |
No information available | |
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Ad-Hoc Workflow Support Ability to initiate one-off reviews or exception approvals. |
No information available | |
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Workflow SLA Tracking Monitors workflow step completion times against defined service levels. |
No information available | |
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Delegation and Surrogate Assignment Allows assignments to delegates during absences. |
No information available | |
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Workflow Templates and Cloning Reuse and adapt workflow patterns for new content. |
No information available | |
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Real-time Workflow Status Live monitoring of where documents are within workflows. |
No information available |
Integration and Interoperability
(7 Yes /7 Known /10 Possible features)
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Single Sign-On (SSO) Supports authentication with enterprise SSO (e.g., SAML, OAuth). |
ZenGRC supports SSO integration as part of its enterprise features. | |
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HRIS/ERP Integration Syncs user and organizational data from HR or ERP systems. |
ZenGRC integrates with HRIS and other directory data for user/role provisioning. | |
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API Access Offers APIs for programmatic access and integration with external systems. |
ZenGRC offers API-based integrations for data/programmatic access. | |
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Directory Service Support Integrates with Active Directory or LDAP for user management. |
No information available | |
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Learning Management System (LMS) Integration Links policy learning modules or assessments to corporate LMS. |
LMS integration is available in ZenGRC for compliance training. | |
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Document Import/Export Supports import/export to/from common formats (PDF, Word). |
Import/export options (Word, PDF, CSV, etc.) are standard features of ZenGRC. | |
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Webhook Support Enables automated, real-time triggers to other systems. |
No information available | |
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Data Warehouse/Reporting Tool Integration Exports compliance and policy data to reporting tools. |
Exports to external reporting tools and data warehouses is available in ZenGRC. | |
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Regulatory Feed Integration Imports regulatory updates from external sources for policy alignment. |
No information available | |
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Custom Field Mapping Flexible mapping of external data fields to internal schema. |
Custom data field mapping is supported for integrations in ZenGRC. |
Auditability and Reporting
(10 Yes /10 Known /10 Possible features)
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Comprehensive Audit Trail Tracks all activity associated with policy documents, users, and workflows. |
Comprehensive audit trails are a core feature in ZenGRC for compliance. | |
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Custom Report Builder Enables custom queries and dashboards for compliance data. |
ZenGRC offers a custom report builder and dashboarding tool. | |
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Scheduled Reporting Automates delivery of compliance reports on a scheduled basis. |
Reports can be scheduled for delivery (periodic, automatic reporting). | |
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Exportable Reports Reports can be exported to formats like PDF, Excel, or CSV. |
Reports exportable as PDF, Excel, and CSV formats. | |
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Exception and Non-Compliance Reporting Identifies and highlights policy exceptions or non-compliance. |
Exception reporting is part of ZenGRC’s compliance tracking. | |
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Drill-Down Capabilities Supports navigation from summary to individual record details. |
Dashboard allows drill-down from summary to detail. | |
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Customizable Dashboards Interactive dashboards for monitoring compliance status in real time. |
Dashboards and reports are customizable for users. | |
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Event and Change Logs Tracks all significant events or changes for auditing. |
ZenGRC provides event and change logs for audit evidence. | |
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Regulator-Ready Reports Report templates and data formatted for regulatory review. |
Report templates available for regulators or audits. | |
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Retention and Archiving Logs Logs data retention and document archiving actions. |
Retention and archiving logs documented in ZenGRC (compliance). |
Security and Compliance
(5 Yes /5 Known /10 Possible features)
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Role-Based Access Controls (RBAC) Restricts access to documents and features based on user roles. |
RBAC is core to ZenGRC user management for compliance. | |
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End-to-End Encryption Encrypts data at rest and in transit. |
Data encryption at rest/in transit documented by ZenGRC as a security requirement. | |
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Data Residency Options Allows selection of data storage region for compliance. |
No information available | |
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Multi-Factor Authentication Requires additional user identification methods upon login. |
Multi-factor authentication is available as part of ZenGRC's secure access features. | |
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Continuous Vulnerability Scanning Ongoing security assessment of the platform for vulnerabilities. |
No information available | |
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Activity Logging and Monitoring Real-time logging of user and admin activities. |
Activity logging and monitoring are core audit/control features. | |
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Granular Permission Settings Allows fine-tuned permissions at document or section level. |
No information available | |
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Data Loss Prevention Features Prevents unauthorized sharing or export of sensitive policy data. |
No information available | |
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Compliance Certifications Supports industry standards (e.g., SOC 2, ISO 27001, HIPAA). |
ZenGRC maintains industry certs (SOC 2, ISO 27001) and helps clients manage compliance requirements. | |
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Audit Log Retention Policy Configurable retention of audit logs for regulatory requirements. |
No information available |
Content Organization and Search
(6 Yes /6 Known /10 Possible features)
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Advanced Search Robust search across all policy text and metadata. |
ZenGRC supplies an advanced search interface for policies and data. | |
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Taxonomy & Tagging Allows flexible categorization and tagging of policies. |
Policies can be categorized/tagged for flexible searching in ZenGRC. | |
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Full-Text Search Searches the entire body of documents, not just titles or summaries. |
Full-text search is common in ZenGRC for policy management data. | |
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Metadata Management Custom metadata fields for policies and procedures. |
Custom metadata can be added to policy documents. | |
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Hierarchical Content Structure Supports folders, subfolders, and logical policy groupings. |
Hierarchical folder/grouping structure is supported. | |
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Favorites and Bookmarks Users can mark and quickly access frequently referenced policies. |
No information available | |
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Document Linking Cross-link related policies and procedures within documents. |
No information available | |
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Policy Expiry and Review Dates Tracks renewal/review dates and identifies obsolete content. |
Tracks review and expiry dates for compliance documents. | |
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Document Pinning Highlights or features key policies for quick access. |
No information available | |
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Saved Search Queries Enables users to save frequently used searches. |
No information available |
User Experience and Accessibility
(6 Yes /6 Known /10 Possible features)
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Intuitive User Interface Simple, easily navigable interface. |
User interface is noted as intuitive and user-friendly for compliance ease. | |
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Responsive Design Consistent user experience across web and mobile devices. |
ZenGRC is cloud-based, responsive for web and mobile use. | |
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Accessibility Compliance Adheres to accessibility standards (e.g., WCAG 2.1, ADA). |
No information available | |
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Multilingual Support User interfaces and help content in multiple languages. |
Multilingual support is provided for global compliance needs. | |
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Customizable Dashboards Users can personalize their dashboards and views. |
No information available | |
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Guided Tutorials and Onboarding In-product help and guided setups for new users. |
No information available | |
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Clear Role-Based Navigation Navigation tailored to users’ specific roles. |
Navigation and permissions are role-based for compliance clarity. | |
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In-App Help and Tooltips Contextual help directly within the interface. |
No information available | |
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Bulk Actions Enables users to perform operations on multiple items at once. |
Bulk actions on tasks and users are supported for administration. | |
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Custom Branding Option to add company logos and color schemes. |
Custom branding and company identifier features available. |
Maintenance, Support, and Scalability
(8 Yes /8 Known /10 Possible features)
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Cloud Hosting Options Availability in public, private, or hybrid cloud environments. |
Offered as SaaS/cloud, may support hybrid/private cloud by vendor request. | |
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Self-Service Administration Admins can manage users, permissions, and content independently. |
Admins can configure users and policies without vendor intervention. | |
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Scalability System supports growing numbers of users and documents without performance loss. |
System is designed to scale for organizational growth and multiple departments. | |
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Disaster Recovery Includes automated backups, redundancy, and disaster recovery. |
Automated backups and disaster recovery plans are documented security features. | |
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99.9% Uptime SLA Guaranteed high availability and uptime. |
No information available | |
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24x7 Customer Support Continuous support availability. |
24x7 customer support is explicitly offered by ZenGRC. | |
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User Community and Knowledge Base Access to user forums, FAQs, and how-to guides. |
Access to a knowledge base and user support community is available. | |
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Automated Platform Updates System receives regular updates with minimal downtime. |
Automated, regular feature updates are part of ZenGRC’s SaaS deployment. | |
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Custom SLA Options Tailored service level agreements available. |
No information available | |
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Usage Analytics Monitors system usage for optimization and planning. |
ZenGRC provides usage and compliance analytics. |
Regulatory Compliance and Industry Alignment
(7 Yes /7 Known /10 Possible features)
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Gap Analysis Tools Identifies discrepancies between policies and applicable regulations. |
ZenGRC supports gap analysis between policy state and reference frameworks. | |
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Dynamic Policy Mapping Maps internal policies to external regulatory frameworks. |
No information available | |
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Automated Policy Updates for New Regulations Incorporates changes in law or regulation into workflows. |
Automated policy update workflows for regulatory changes are supported. | |
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Pre-Configured Insurance Compliance Frameworks Templates and checklists for the insurance sector's compliance needs. |
Pre-configured frameworks for insurer compliance (ISO, SOC, etc.) available. | |
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Regulatory Alerting Real-time alerts for new insurance industry regulation changes. |
Regulatory alerting and tracking capabilities are part of ZenGRC for insurance/legal sectors. | |
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Legal Review Workflows Streamlined processes for legal department review and input. |
Streamlined legal review workflow support is documented for ZenGRC. | |
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Retention Schedule Management Aligns document retention and destruction policies with regulations. |
Retention schedule management aligns with document compliance requirements. | |
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Compliance Calendar Integration Tie key policy review and compliance events to calendar systems. |
No information available | |
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Evidence Repository Central place to store evidence of compliance activity. |
Central evidence repository is listed as a compliance reporting feature. | |
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Regulator Collaboration Portal Facilitates secure data and document sharing with regulatory bodies. |
No information available |
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