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PolicyTech Software from PolicyTech
Includes features like centralized document storage, automated workflows, employee training tracking, and version control. Users can also track compliance gaps and manage audits.
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
(8 Yes /8 Known /10 Possible features)
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Rich Text Editing Ability to create and format documents with rich text, images, tables, and lists. |
Vendor information and product literature highlight built-in document editing with formatting, images, lists, and tables. | |
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Template Library Availability of pre-built or custom templates for rapid policy authoring. |
PolicyTech advertises a template library for rapid document creation. | |
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Version Control Tracks and manages multiple document versions and changes over time. |
Version control is explicitly listed as a feature for tracking document changes. | |
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Collaboration Tools Enables multiple users to concurrently edit, comment, and suggest changes on documents. |
Product overview mentions collaboration tools and multi-user editing. | |
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Content Cloning Allows duplication of existing documents to use as a baseline for new policies. |
Content cloning or ‘copy-from’ options are commonly cited for drafting new policies based on existing content. | |
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Change Tracking Monitors and highlights modifications between document versions. |
Change tracking between document versions is described in the workflow and audit capabilities. | |
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Approval Workflow Integration Connects document creation to review and approval workflows. |
Approval workflow integration is a core PolicyTech differentiator for compliance processes. | |
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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. |
Product allows file attachments within policy documents. | |
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Offline Editing Enables editing and authoring documents without internet connectivity. |
No information available |
Policy Distribution and Communication
(9 Yes /9 Known /10 Possible features)
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Multi-Channel Distribution Policies can be distributed via email, web portals, and mobile apps. |
Supports distribution via email, web portals, and mobile apps. | |
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Targeted Distribution Ability to send policies to specific users, groups, or departments. |
PolicyTech supports sending documents to targeted departments and groups. | |
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Audience Segmentation Allows for segmentation of distribution based on roles, location, or compliance requirements. |
Role-based distribution and audience segmentation is part of the compliance delivery module. | |
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Automated Reminders System sends out automated reminders for policy acknowledgment and review. |
The software sends automated reminders for reviews and acknowledgments. | |
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Mobile Access Policies are accessible via mobile devices and dedicated apps. |
PolicyTech provides mobile access via dedicated apps and mobile-optimized web. | |
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Read Receipts Captures whether recipients have opened or viewed the policy. |
Read receipts are included, tracking user policy access. | |
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Language Localization Support for delivering policies in multiple languages. |
Multiple language support is mentioned for policy delivery. | |
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Secure Access Links Delivers documents via secure, expiring links. |
No information available | |
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Bulk Distribution Capability Enables mass-distribution to large groups efficiently. |
Bulk distribution and mass-sending features are included. | |
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Custom Notifications Customizable notification messages for different policy events. |
Notifications are customizable for different policy distribution/acknowledgment events. |
Acknowledgment and Attestation Tracking
(8 Yes /8 Known /10 Possible features)
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Digital Signatures Supports e-signatures as proof of policy acknowledgment. |
E-signature support for policy acknowledgment is available. | |
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Read & Acknowledgment Logging Logs date, time, and identity of acknowledgment events. |
System logs acknowledgments with date, time, and user. | |
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Mandatory Read Enforcement System can require users to read and acknowledge before progressing. |
Can require users to acknowledge reading before progressing. | |
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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. |
Features include bulk attestation tracking and reporting. | |
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Automated Tracking Reminders Auto-notifies users who are delinquent in acknowledging policies. |
Automated reminders for unacknowledged policies are included. | |
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Audit Trail for Attestation Full audit log of actions taken on policy acknowledgment. |
Audit trail logs all actions for attestation. | |
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Re-Attestation Scheduling Schedule periodic re-acknowledgment of recurring or updated policies. |
Periodic re-attestation scheduling is a compliance management option. | |
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Track by Organizational Hierarchy Attestation compliance reporting by department, team, or role. |
Reports can segment data by department, role, or team. | |
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User Exemption Handling Manage exemptions or alternative attestation methods for specific user segments. |
No information available |
Workflow Management
(8 Yes /8 Known /10 Possible features)
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Customizable Approval Workflows Design multi-step review and approval workflows tailored to organizational needs. |
Custom approval workflow setup is described on the product site. | |
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Parallel and Sequential Approvals Supports both parallel and sequential approval routing. |
Enables both parallel and sequential routing for approvals. | |
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Role-Based Workflow Assignment Assign workflow stages and responsibilities based on user roles. |
Role-based assignments in workflow are standard for PolicyTech. | |
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Automated Workflow Notifications System notifies stakeholders as documents progress through workflows. |
System generates notifications at workflow steps. | |
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Escalation Triggers Automatic escalations for overdue reviews or approvals. |
Escalation triggers for overdue tasks are supported. | |
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Ad-Hoc Workflow Support Ability to initiate one-off reviews or exception approvals. |
Supports ad-hoc workflows for exceptions and custom review. | |
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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. |
Workflow steps can be delegated during absences. | |
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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. |
Real-time status monitoring is part of workflow dashboard. |
Integration and Interoperability
(6 Yes /6 Known /10 Possible features)
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Single Sign-On (SSO) Supports authentication with enterprise SSO (e.g., SAML, OAuth). |
Single Sign-On is indicated for enterprise compliance. | |
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HRIS/ERP Integration Syncs user and organizational data from HR or ERP systems. |
HRIS/ERP integrations are referenced for syncing user data. | |
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API Access Offers APIs for programmatic access and integration with external systems. |
APIs are available for custom integrations. | |
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Directory Service Support Integrates with Active Directory or LDAP for user management. |
Directory/LDAP user management is supported. | |
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Learning Management System (LMS) Integration Links policy learning modules or assessments to corporate LMS. |
No information available | |
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Document Import/Export Supports import/export to/from common formats (PDF, Word). |
Users can import/export policy documents (Word, PDF). | |
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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. |
Integration with reporting/BI tools for compliance data is supported. | |
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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. |
No information available |
Auditability and Reporting
(8 Yes /8 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 highlighted in product literature. | |
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Custom Report Builder Enables custom queries and dashboards for compliance data. |
Product supports building custom compliance reports. | |
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Scheduled Reporting Automates delivery of compliance reports on a scheduled basis. |
Scheduled reporting is included as an option. | |
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Exportable Reports Reports can be exported to formats like PDF, Excel, or CSV. |
Reports can be exported in various formats including PDF and Excel. | |
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Exception and Non-Compliance Reporting Identifies and highlights policy exceptions or non-compliance. |
Exception and non-compliance reporting is offered for audit purposes. | |
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Drill-Down Capabilities Supports navigation from summary to individual record details. |
Drill-down reporting is available for compliance audits. | |
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Customizable Dashboards Interactive dashboards for monitoring compliance status in real time. |
Customizable dashboards are included in the reporting functions. | |
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Event and Change Logs Tracks all significant events or changes for auditing. |
Tracks all significant events or changes for auditing. | |
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Regulator-Ready Reports Report templates and data formatted for regulatory review. |
No information available | |
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Retention and Archiving Logs Logs data retention and document archiving actions. |
No information available |
Security and Compliance
(8 Yes /8 Known /10 Possible features)
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Role-Based Access Controls (RBAC) Restricts access to documents and features based on user roles. |
Role-based permission controls are promoted as a compliance feature. | |
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End-to-End Encryption Encrypts data at rest and in transit. |
End-to-end encryption is mentioned for data security in compliance. | |
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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 offered for added login security. | |
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Continuous Vulnerability Scanning Ongoing security assessment of the platform for vulnerabilities. |
Continuous vulnerability scanning is an indicated security practice. | |
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Activity Logging and Monitoring Real-time logging of user and admin activities. |
User and admin activities are logged in real time. | |
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Granular Permission Settings Allows fine-tuned permissions at document or section level. |
PolicyTech offers fine-grained permissions at the document level. | |
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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). |
Mentions compliance with industry certifications such as SOC 2, ISO 27001. | |
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Audit Log Retention Policy Configurable retention of audit logs for regulatory requirements. |
Audit log retention policies are configurable. |
Content Organization and Search
(9 Yes /9 Known /10 Possible features)
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Advanced Search Robust search across all policy text and metadata. |
Advanced search over policy and metadata is available. | |
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Taxonomy & Tagging Allows flexible categorization and tagging of policies. |
Policies can be flexibly categorized and tagged. | |
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Full-Text Search Searches the entire body of documents, not just titles or summaries. |
Full-text search is a search option across documents. | |
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Metadata Management Custom metadata fields for policies and procedures. |
Custom metadata fields are supported for classification. | |
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Hierarchical Content Structure Supports folders, subfolders, and logical policy groupings. |
Document organization in folders and subfolders is standard. | |
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Favorites and Bookmarks Users can mark and quickly access frequently referenced policies. |
Users can bookmark and favorite documents for quick access. | |
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Document Linking Cross-link related policies and procedures within documents. |
Supports linking between related documents. | |
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Policy Expiry and Review Dates Tracks renewal/review dates and identifies obsolete content. |
Policy expiry/review tracking and notifications are provided. | |
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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. |
Saved search queries are supported for frequent users. |
User Experience and Accessibility
(9 Yes /9 Known /10 Possible features)
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Intuitive User Interface Simple, easily navigable interface. |
User reviews and demo videos show a modern, simple interface. | |
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Responsive Design Consistent user experience across web and mobile devices. |
Interface is mobile responsive and web-optimized. | |
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Accessibility Compliance Adheres to accessibility standards (e.g., WCAG 2.1, ADA). |
Accessibility features (e.g., screen reader compatibility) are present. | |
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Multilingual Support User interfaces and help content in multiple languages. |
Interface available in multiple languages. | |
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Customizable Dashboards Users can personalize their dashboards and views. |
Dashboards can be personalized by user preferences. | |
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Guided Tutorials and Onboarding In-product help and guided setups for new users. |
Guided onboarding and help are available via in-app tutorials. | |
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Clear Role-Based Navigation Navigation tailored to users’ specific roles. |
No information available | |
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In-App Help and Tooltips Contextual help directly within the interface. |
In-app help and tooltips are standard in the UX. | |
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Bulk Actions Enables users to perform operations on multiple items at once. |
Bulk actions for managing documents and workflows are present. | |
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Custom Branding Option to add company logos and color schemes. |
Custom branding options are supported in the admin settings. |
Maintenance, Support, and Scalability
(10 Yes /10 Known /10 Possible features)
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Cloud Hosting Options Availability in public, private, or hybrid cloud environments. |
Product can be deployed in public or private cloud (cloud hosting option). | |
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Self-Service Administration Admins can manage users, permissions, and content independently. |
Admins are able to manage users, permissions, and content directly. | |
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Scalability System supports growing numbers of users and documents without performance loss. |
Scalability for enterprise use and document volume is promoted on site. | |
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Disaster Recovery Includes automated backups, redundancy, and disaster recovery. |
Disaster recovery and redundancy are cited as security features. | |
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99.9% Uptime SLA Guaranteed high availability and uptime. |
99.9% uptime SLA cited on security and reliability pages. | |
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24x7 Customer Support Continuous support availability. |
24x7 support cited as available to enterprise customers. | |
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User Community and Knowledge Base Access to user forums, FAQs, and how-to guides. |
User community and knowledge base are available online. | |
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Automated Platform Updates System receives regular updates with minimal downtime. |
Regular system updates delivered with minimal user interruption. | |
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Custom SLA Options Tailored service level agreements available. |
Custom SLAs can be made upon contract negotiation. | |
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Usage Analytics Monitors system usage for optimization and planning. |
Usage analytics for platform utilization tracking are included. |
Regulatory Compliance and Industry Alignment
(8 Yes /8 Known /10 Possible features)
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Gap Analysis Tools Identifies discrepancies between policies and applicable regulations. |
Product highlights gap analysis tools for compliance gaps. | |
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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 workflow updates can be triggered by regulatory updates. | |
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Pre-Configured Insurance Compliance Frameworks Templates and checklists for the insurance sector's compliance needs. |
Pre-built frameworks and checklists included for insurance compliance. | |
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Regulatory Alerting Real-time alerts for new insurance industry regulation changes. |
Regulatory alerting for new rule changes is referenced on the product site. | |
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Legal Review Workflows Streamlined processes for legal department review and input. |
Workflow includes mechanisms for legal department review. | |
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Retention Schedule Management Aligns document retention and destruction policies with regulations. |
Retention schedule management aligns with regulations. | |
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Compliance Calendar Integration Tie key policy review and compliance events to calendar systems. |
Events can be tied to internal or external calendars. | |
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Evidence Repository Central place to store evidence of compliance activity. |
Evidence repository for audits/compliance is described in resources. | |
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Regulator Collaboration Portal Facilitates secure data and document sharing with regulatory bodies. |
No information available |
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