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PolicyTech from Navex Global
Includes policy creation, management and distribution, tracking and reporting capabilities, and custom training modules for employees to ensure compliance and effectiveness.
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
More Compliance and Legal ...
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. |
Product enables policy creation and formatting, supporting rich text editing as part of document creation capabilities. | |
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Template Library Availability of pre-built or custom templates for rapid policy authoring. |
Described as providing template libraries for rapid policy authoring. | |
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Version Control Tracks and manages multiple document versions and changes over time. |
Tracks and manages versions; version control is a core feature. | |
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Collaboration Tools Enables multiple users to concurrently edit, comment, and suggest changes on documents. |
Multiple users edit/comment; 'collaboration' is advertised. | |
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Content Cloning Allows duplication of existing documents to use as a baseline for new policies. |
Documentation mentions content duplication for new policy baselines. | |
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Change Tracking Monitors and highlights modifications between document versions. |
Change tracking and audit trail for document changes are specified features. | |
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Approval Workflow Integration Connects document creation to review and approval workflows. |
Workflow approval process is an advertised policy lifecycle capability. | |
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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. |
Attachment of files/evidence to policies is described in product documentation. | |
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Offline Editing Enables editing and authoring documents without internet connectivity. |
No information available |
Policy Distribution and Communication
(10 Yes /10 Known /10 Possible features)
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Multi-Channel Distribution Policies can be distributed via email, web portals, and mobile apps. |
Web, email, and portal-based distribution are specifically advertised. | |
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Targeted Distribution Ability to send policies to specific users, groups, or departments. |
Targeted distribution to departments or individual users is an explicit feature. | |
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Audience Segmentation Allows for segmentation of distribution based on roles, location, or compliance requirements. |
Audience segmentation is part of the distribution options mentioned. | |
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Automated Reminders System sends out automated reminders for policy acknowledgment and review. |
Automated reminders for policy review/training and acknowledgment are core capabilities. | |
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Mobile Access Policies are accessible via mobile devices and dedicated apps. |
Mobile-friendly interface and access are included in product feature list. | |
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Read Receipts Captures whether recipients have opened or viewed the policy. |
System records and displays read receipts. | |
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Language Localization Support for delivering policies in multiple languages. |
Language localization and multilingual policy distribution are mentioned. | |
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Secure Access Links Delivers documents via secure, expiring links. |
Provides secure, access-controlled distribution links. | |
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Bulk Distribution Capability Enables mass-distribution to large groups efficiently. |
Bulk/mass distribution capabilities are highlighted for enterprise use. | |
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Custom Notifications Customizable notification messages for different policy events. |
Custom notifications on policy/signature events are noted. |
Acknowledgment and Attestation Tracking
(10 Yes /10 Known /10 Possible features)
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Digital Signatures Supports e-signatures as proof of policy acknowledgment. |
Supports e-signatures for policy acknowledgment and compliance. | |
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Read & Acknowledgment Logging Logs date, time, and identity of acknowledgment events. |
Logs all read, signed, acknowledged events for policy content. | |
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Mandatory Read Enforcement System can require users to read and acknowledge before progressing. |
System can enforce mandatory reading/acknowledgment by users. | |
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Quiz/Assessment Integration Policy acknowledgment can be tied to a quiz or assessment to test understanding. |
Training/assessment modules can be linked to policy acknowledgment. | |
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Bulk Attestation Management Enables tracking and reporting on acknowledgments at scale. |
Bulk management and monitoring of attestations. | |
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Automated Tracking Reminders Auto-notifies users who are delinquent in acknowledging policies. |
Automatic reminders for acknowledgment events. | |
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Audit Trail for Attestation Full audit log of actions taken on policy acknowledgment. |
Comprehensive audit logging is a listed feature. | |
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Re-Attestation Scheduling Schedule periodic re-acknowledgment of recurring or updated policies. |
Scheduling periodic re-attestation is provided for recurring policies. | |
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Track by Organizational Hierarchy Attestation compliance reporting by department, team, or role. |
Attestation compliance reporting by org unit supported. | |
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User Exemption Handling Manage exemptions or alternative attestation methods for specific user segments. |
User exception handling and alternative attestation workflows are available. |
Workflow Management
(10 Yes /10 Known /10 Possible features)
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Customizable Approval Workflows Design multi-step review and approval workflows tailored to organizational needs. |
Configurable multi-step approval workflows are part of policy management. | |
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Parallel and Sequential Approvals Supports both parallel and sequential approval routing. |
System allows 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 workflow assignment is enabled in the product. | |
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Automated Workflow Notifications System notifies stakeholders as documents progress through workflows. |
Automated notification to stakeholders as approval progresses is standard. | |
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Escalation Triggers Automatic escalations for overdue reviews or approvals. |
Escalation triggers for overdue or unreviewed policies specified. | |
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Ad-Hoc Workflow Support Ability to initiate one-off reviews or exception approvals. |
Ad-hoc exception workflow initiation is supported. | |
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Workflow SLA Tracking Monitors workflow step completion times against defined service levels. |
Workflow SLA tracking and reporting are available. | |
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Delegation and Surrogate Assignment Allows assignments to delegates during absences. |
Delegation of workflow tasks supported during absences. | |
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Workflow Templates and Cloning Reuse and adapt workflow patterns for new content. |
Workflow templates and cloning for efficiency are documented features. | |
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Real-time Workflow Status Live monitoring of where documents are within workflows. |
Real-time workflow status dashboards available. |
Integration and Interoperability
(10 Yes /10 Known /10 Possible features)
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Single Sign-On (SSO) Supports authentication with enterprise SSO (e.g., SAML, OAuth). |
Supports enterprise single sign-on authentication. | |
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HRIS/ERP Integration Syncs user and organizational data from HR or ERP systems. |
Integration with HRIS/ERP for user provisioning is noted in product specs. | |
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API Access Offers APIs for programmatic access and integration with external systems. |
Open API enabled for integration and custom automation. | |
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Directory Service Support Integrates with Active Directory or LDAP for user management. |
Active Directory and LDAP integration supported. | |
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Learning Management System (LMS) Integration Links policy learning modules or assessments to corporate LMS. |
LMS integration described for linking training to policies. | |
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Document Import/Export Supports import/export to/from common formats (PDF, Word). |
Import/export to PDF and Word explicitly supported. | |
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Webhook Support Enables automated, real-time triggers to other systems. |
Product supports webhooks/real-time triggers for integration. | |
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Data Warehouse/Reporting Tool Integration Exports compliance and policy data to reporting tools. |
Reporting tool integration available for compliance data export. | |
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Regulatory Feed Integration Imports regulatory updates from external sources for policy alignment. |
Regulatory feed integration for automatic rule/policy updates is advertised. | |
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Custom Field Mapping Flexible mapping of external data fields to internal schema. |
Custom field mapping for data integration configured in product settings. |
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 trail for all policy/user/workflow actions is a major feature. | |
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Custom Report Builder Enables custom queries and dashboards for compliance data. |
Custom report builder for compliance analytics included. | |
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Scheduled Reporting Automates delivery of compliance reports on a scheduled basis. |
Scheduled recurring reporting is available. | |
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Exportable Reports Reports can be exported to formats like PDF, Excel, or CSV. |
Exportable policy and compliance reports (PDF, CSV, Excel) are available. | |
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Exception and Non-Compliance Reporting Identifies and highlights policy exceptions or non-compliance. |
Exception and non-compliance reporting is specifically featured. | |
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Drill-Down Capabilities Supports navigation from summary to individual record details. |
Drill-down from dashboard to detailed compliance records is a known design strength. | |
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Customizable Dashboards Interactive dashboards for monitoring compliance status in real time. |
Customizable compliance dashboards available and highlighted. | |
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Event and Change Logs Tracks all significant events or changes for auditing. |
Event/change logs are an express part of audit features. | |
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Regulator-Ready Reports Report templates and data formatted for regulatory review. |
Regulator-ready reporting options, templates and export available. | |
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Retention and Archiving Logs Logs data retention and document archiving actions. |
Retention and archiving log trail maintained for compliance purposes. |
Security and Compliance
(10 Yes /10 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 access controls and permissions are a standard feature. | |
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End-to-End Encryption Encrypts data at rest and in transit. |
End-to-end encryption claimed in security information. | |
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Data Residency Options Allows selection of data storage region for compliance. |
Data residency control advertised for global regulatory compliance. | |
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Multi-Factor Authentication Requires additional user identification methods upon login. |
Multi-factor authentication as part of advanced security controls. | |
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Continuous Vulnerability Scanning Ongoing security assessment of the platform for vulnerabilities. |
Continuous vulnerability scanning and regular security assessments described in product compliance documentation. | |
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Activity Logging and Monitoring Real-time logging of user and admin activities. |
Real-time activity logging and user/admin audit trails. | |
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Granular Permission Settings Allows fine-tuned permissions at document or section level. |
Granular permission management is available per documents/sections. | |
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Data Loss Prevention Features Prevents unauthorized sharing or export of sensitive policy data. |
Data loss prevention for sensitive or regulated data is implemented. | |
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Compliance Certifications Supports industry standards (e.g., SOC 2, ISO 27001, HIPAA). |
Complies with SOC 2, ISO 27001 and other industry certifications as per vendor’s security documentation. | |
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Audit Log Retention Policy Configurable retention of audit logs for regulatory requirements. |
Configurable audit log retention for compliance documentation. |
Content Organization and Search
(8 Yes /8 Known /10 Possible features)
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Advanced Search Robust search across all policy text and metadata. |
Global/full-text search and advanced filtering are highlighted features. | |
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Taxonomy & Tagging Allows flexible categorization and tagging of policies. |
Taxonomies and tagging for categorization available. | |
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Full-Text Search Searches the entire body of documents, not just titles or summaries. |
Product provides full-text search through policy documents. | |
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Metadata Management Custom metadata fields for policies and procedures. |
Metadata management for documents and compliance artifacts is standard. | |
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Hierarchical Content Structure Supports folders, subfolders, and logical policy groupings. |
Hierarchical content structure (folders/subfolders) provided. | |
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Favorites and Bookmarks Users can mark and quickly access frequently referenced policies. |
Bookmarks/Favorites for quick access to key policies enabled. | |
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Document Linking Cross-link related policies and procedures within documents. |
Linked documents and references within the platform supported. | |
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Policy Expiry and Review Dates Tracks renewal/review dates and identifies obsolete content. |
Policy expiry and review dates tracking is customizable. | |
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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
(10 Yes /10 Known /10 Possible features)
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Intuitive User Interface Simple, easily navigable interface. |
Described as having an intuitive, easy-to-navigate interface. | |
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Responsive Design Consistent user experience across web and mobile devices. |
Responsive design for both web and mobile stated as a feature. | |
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Accessibility Compliance Adheres to accessibility standards (e.g., WCAG 2.1, ADA). |
Accessibility compliance (WCAG 2.1/ADA) cited in marketing materials. | |
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Multilingual Support User interfaces and help content in multiple languages. |
Multilingual user interface and help documentation supported. | |
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Customizable Dashboards Users can personalize their dashboards and views. |
Customizable user dashboards available. | |
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Guided Tutorials and Onboarding In-product help and guided setups for new users. |
Guided tutorials and onboarding workflows indicated for new users. | |
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Clear Role-Based Navigation Navigation tailored to users’ specific roles. |
Role-based navigation streamlined for specific user tasks. | |
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In-App Help and Tooltips Contextual help directly within the interface. |
In-app help and contextual tooltips are included. | |
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Bulk Actions Enables users to perform operations on multiple items at once. |
Batch/bulk actions for administration and policy management supported. | |
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Custom Branding Option to add company logos and color schemes. |
Company-branded versions with logo/colors supported. |
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. |
Cloud-based, offers options for public/private instance. | |
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Self-Service Administration Admins can manage users, permissions, and content independently. |
Admins can self-manage significant settings and users. | |
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Scalability System supports growing numbers of users and documents without performance loss. |
Enterprise scalability for large document/user counts is highlighted. | |
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Disaster Recovery Includes automated backups, redundancy, and disaster recovery. |
Automated backup, disaster recovery, and redundancy mentioned. | |
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99.9% Uptime SLA Guaranteed high availability and uptime. |
High-availability SLA (99.9%) indicated in technical documentation. | |
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24x7 Customer Support Continuous support availability. |
24x7 support is a standard support entitlement. | |
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User Community and Knowledge Base Access to user forums, FAQs, and how-to guides. |
Online knowledge base, FAQs, and user forums accessible. | |
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Automated Platform Updates System receives regular updates with minimal downtime. |
Regular updates and patch cycles mentioned as automated. | |
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Custom SLA Options Tailored service level agreements available. |
Custom SLAs discussed in enterprise sales literature. | |
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Usage Analytics Monitors system usage for optimization and planning. |
Usage analytics provided for admin optimization. |
Regulatory Compliance and Industry Alignment
(9 Yes /9 Known /10 Possible features)
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Gap Analysis Tools Identifies discrepancies between policies and applicable regulations. |
Tools for identifying regulatory/policy gaps are available. | |
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Dynamic Policy Mapping Maps internal policies to external regulatory frameworks. |
Policy mapping to regulatory frameworks is offered. | |
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Automated Policy Updates for New Regulations Incorporates changes in law or regulation into workflows. |
Automated workflow/notification for regulatory changes included. | |
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Pre-Configured Insurance Compliance Frameworks Templates and checklists for the insurance sector's compliance needs. |
Pre-built insurance compliance templates/checklists provided. | |
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Regulatory Alerting Real-time alerts for new insurance industry regulation changes. |
Regulatory alerting feeds with real-time notifications integrated. | |
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Legal Review Workflows Streamlined processes for legal department review and input. |
Legal workflow options outlined for policy and regulatory review. | |
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Retention Schedule Management Aligns document retention and destruction policies with regulations. |
Retention schedule management aligned to regulation is supported. | |
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Compliance Calendar Integration Tie key policy review and compliance events to calendar systems. |
Compliance calendar integration available (with reminders and scheduling). | |
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Evidence Repository Central place to store evidence of compliance activity. |
Evidence repository for compliance documentation is explicitly listed. | |
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Regulator Collaboration Portal Facilitates secure data and document sharing with regulatory bodies. |
No information available |
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