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Policy Management Software from SAI360
Provides end-to-end policy and procedure management, including creation, review, approval, distribution, and attestation. Offers automated workflows, document control, and strong compliance tracking.
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. |
Vendor marketing indicates SAI360 provides document authoring with formatting, supporting rich text editing. | |
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Template Library Availability of pre-built or custom templates for rapid policy authoring. |
SAI360 provides 'pre-built policy templates' as per product literature. | |
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Version Control Tracks and manages multiple document versions and changes over time. |
Described feature: 'version and document control.' | |
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Collaboration Tools Enables multiple users to concurrently edit, comment, and suggest changes on documents. |
SAI360 supports collaborative review and editing for policy lifecycle. | |
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Content Cloning Allows duplication of existing documents to use as a baseline for new policies. |
The system allows copying and reuse of existing policy documents. | |
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Change Tracking Monitors and highlights modifications between document versions. |
Change and version tracking highlighted under 'document control and history.' | |
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Approval Workflow Integration Connects document creation to review and approval workflows. |
Automated review and approval workflows, including integration, explicitly offered. | |
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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. |
Attachments supported during document creation/distribution. | |
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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. |
Can distribute policies by email, portal, and can support mobile. | |
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Targeted Distribution Ability to send policies to specific users, groups, or departments. |
Distribution to specific users and groups noted in the targeting functionality. | |
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Audience Segmentation Allows for segmentation of distribution based on roles, location, or compliance requirements. |
System segments users/recipients by departments, roles, for targeted policy delivery. | |
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Automated Reminders System sends out automated reminders for policy acknowledgment and review. |
Automated reminders for review and attestation are standard in SAI360. | |
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Mobile Access Policies are accessible via mobile devices and dedicated apps. |
Policies can be accessed via mobile devices; mobile support described. | |
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Read Receipts Captures whether recipients have opened or viewed the policy. |
Read receipts and viewing logs included in compliance audit features. | |
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Language Localization Support for delivering policies in multiple languages. |
SAI360 advertises language localization and translation of policies. | |
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Secure Access Links Delivers documents via secure, expiring links. |
Supports secure distribution and expiring document links. | |
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Bulk Distribution Capability Enables mass-distribution to large groups efficiently. |
Mass distribution/bulk communication tools are standard for policy roll-outs. | |
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Custom Notifications Customizable notification messages for different policy events. |
Custom notifications for distribution and attestation events are configurable. |
Acknowledgment and Attestation Tracking
(9 Yes /9 Known /10 Possible features)
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Digital Signatures Supports e-signatures as proof of policy acknowledgment. |
Digital/e-signature for policy acknowledgment is an explicit feature. | |
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Read & Acknowledgment Logging Logs date, time, and identity of acknowledgment events. |
Read and acknowledgment events are logged for audit/compliance. | |
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Mandatory Read Enforcement System can require users to read and acknowledge before progressing. |
Mandatory reads with enforced workflow steps are part of attestation logic. | |
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Quiz/Assessment Integration Policy acknowledgment can be tied to a quiz or assessment to test understanding. |
Integration of quizzes for test/attestation is referenced in the attestation process. | |
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Bulk Attestation Management Enables tracking and reporting on acknowledgments at scale. |
Reporting on attestations at scale, including bulk imports and logs. | |
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Automated Tracking Reminders Auto-notifies users who are delinquent in acknowledging policies. |
Automated tracking and reminders provided for overdue attestations. | |
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Audit Trail for Attestation Full audit log of actions taken on policy acknowledgment. |
Comprehensive audit trails provided for all attestation and distribution events. | |
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Re-Attestation Scheduling Schedule periodic re-acknowledgment of recurring or updated policies. |
Periodic re-attestation and scheduling described for ongoing policy management. | |
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Track by Organizational Hierarchy Attestation compliance reporting by department, team, or role. |
Compliance tracking by department, hierarchy, and roles described. | |
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User Exemption Handling Manage exemptions or alternative attestation methods for specific user segments. |
No information available |
Workflow Management
(7 Yes /7 Known /10 Possible features)
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Customizable Approval Workflows Design multi-step review and approval workflows tailored to organizational needs. |
Multi-step review and approval workflow customization is available. | |
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Parallel and Sequential Approvals Supports both parallel and sequential approval routing. |
Both parallel and sequential approvals are supported by SAI360's workflow engine. | |
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Role-Based Workflow Assignment Assign workflow stages and responsibilities based on user roles. |
Assignment of workflow stages by user role is mentioned. | |
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Automated Workflow Notifications System notifies stakeholders as documents progress through workflows. |
Notifications are part of workflow step transitions. | |
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Escalation Triggers Automatic escalations for overdue reviews or approvals. |
Automatic workflow escalation is available for deadlines/overdue tasks. | |
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Ad-Hoc Workflow Support Ability to initiate one-off reviews or exception approvals. |
Ad-hoc workflow initiation mentioned in exception management. | |
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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. |
Dashboard shows live workflow and document status. |
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). |
Product supports SSO including SAML and OAuth (enterprise focus). | |
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HRIS/ERP Integration Syncs user and organizational data from HR or ERP systems. |
Integrates with HR/ERP for user management as described. | |
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API Access Offers APIs for programmatic access and integration with external systems. |
Public API available for integration according to documentation. | |
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Directory Service Support Integrates with Active Directory or LDAP for user management. |
Integration with Active Directory or LDAP is supported. | |
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Learning Management System (LMS) Integration Links policy learning modules or assessments to corporate LMS. |
References to LMS integrations for compliance training. | |
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Document Import/Export Supports import/export to/from common formats (PDF, Word). |
Document import/export (PDF, Word) is supported. | |
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Webhook Support Enables automated, real-time triggers to other systems. |
Webhook/integration triggers for automation are supported. | |
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Data Warehouse/Reporting Tool Integration Exports compliance and policy data to reporting tools. |
Exports compliance data to external reporting tools. | |
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Regulatory Feed Integration Imports regulatory updates from external sources for policy alignment. |
Some regulatory feed integration available for policy updates. | |
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Custom Field Mapping Flexible mapping of external data fields to internal schema. |
Provides custom field mapping for external data. |
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 logged for documents, users, workflows. | |
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Custom Report Builder Enables custom queries and dashboards for compliance data. |
Custom reporting and dashboards are available. | |
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Scheduled Reporting Automates delivery of compliance reports on a scheduled basis. |
Supports automated, scheduled delivery of compliance reports. | |
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Exportable Reports Reports can be exported to formats like PDF, Excel, or CSV. |
Reports exportable in PDF, Excel, CSV. | |
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Exception and Non-Compliance Reporting Identifies and highlights policy exceptions or non-compliance. |
Exception/non-compliance tracking and reporting. | |
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Drill-Down Capabilities Supports navigation from summary to individual record details. |
Drill-down in dashboards and reporting is described. | |
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Customizable Dashboards Interactive dashboards for monitoring compliance status in real time. |
Dashboards and widgets are interactive and customizable. | |
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Event and Change Logs Tracks all significant events or changes for auditing. |
Event/change logs are tracked for audit, and can be reported. | |
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Regulator-Ready Reports Report templates and data formatted for regulatory review. |
Regulatory reporting formats and templates available. | |
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Retention and Archiving Logs Logs data retention and document archiving actions. |
Retention and archiving logs are available in compliance module. |
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 and permission control is standard. | |
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End-to-End Encryption Encrypts data at rest and in transit. |
Data is encrypted during transfer and storage. | |
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Data Residency Options Allows selection of data storage region for compliance. |
Cloud deployment supports customer data residency options. | |
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Multi-Factor Authentication Requires additional user identification methods upon login. |
Multi-Factor Authentication (MFA) is supported for login. | |
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Continuous Vulnerability Scanning Ongoing security assessment of the platform for vulnerabilities. |
Continuous scans and vulnerability management described. | |
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Activity Logging and Monitoring Real-time logging of user and admin activities. |
Activity logging and monitoring for users/admins is explicit. | |
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Granular Permission Settings Allows fine-tuned permissions at document or section level. |
Granular permission setting described in complex access control. | |
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Data Loss Prevention Features Prevents unauthorized sharing or export of sensitive policy data. |
DLP (Data Loss Prevention) features and access restrictions referenced. | |
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Compliance Certifications Supports industry standards (e.g., SOC 2, ISO 27001, HIPAA). |
SAI360 is certified for SOC 2, ISO 27001, and similar standards. | |
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Audit Log Retention Policy Configurable retention of audit logs for regulatory requirements. |
Audit log retention policy is customizable. |
Content Organization and Search
(10 Yes /10 Known /10 Possible features)
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Advanced Search Robust search across all policy text and metadata. |
Advanced search across all policy content and metadata is supported. | |
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Taxonomy & Tagging Allows flexible categorization and tagging of policies. |
Policies can be organized/categorized by tags and taxonomy. | |
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Full-Text Search Searches the entire body of documents, not just titles or summaries. |
Full-text search of all documents supported. | |
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Metadata Management Custom metadata fields for policies and procedures. |
Supports custom metadata for policies. | |
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Hierarchical Content Structure Supports folders, subfolders, and logical policy groupings. |
Hierarchical structure: folders, subfolders, and categories. | |
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Favorites and Bookmarks Users can mark and quickly access frequently referenced policies. |
Favorites and bookmarks allow quick access to key policies. | |
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Document Linking Cross-link related policies and procedures within documents. |
Documents can be linked/cross-referenced. | |
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Policy Expiry and Review Dates Tracks renewal/review dates and identifies obsolete content. |
Expiry/review dates tracked for every policy. | |
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Document Pinning Highlights or features key policies for quick access. |
Pinning/featuring policies supported for visibility. | |
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Saved Search Queries Enables users to save frequently used searches. |
Saved searches available in user dashboard. |
User Experience and Accessibility
(10 Yes /10 Known /10 Possible features)
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Intuitive User Interface Simple, easily navigable interface. |
Modern, simple user interface cited in SAI360 product descriptions. | |
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Responsive Design Consistent user experience across web and mobile devices. |
Responsive design for web/mobile and accessibility on all devices. | |
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Accessibility Compliance Adheres to accessibility standards (e.g., WCAG 2.1, ADA). |
States adherence to WCAG and ADA accessibility standards. | |
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Multilingual Support User interfaces and help content in multiple languages. |
Multilingual user interface described. | |
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Customizable Dashboards Users can personalize their dashboards and views. |
Dashboards and some elements are user-customizable. | |
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Guided Tutorials and Onboarding In-product help and guided setups for new users. |
Tutorials and onboarding guides available for new users. | |
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Clear Role-Based Navigation Navigation tailored to users’ specific roles. |
Role-specific navigation and experiences described. | |
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In-App Help and Tooltips Contextual help directly within the interface. |
Inline help and tooltips are part of user guidance. | |
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Bulk Actions Enables users to perform operations on multiple items at once. |
Bulk actions (distribution, attestation, user import) described. | |
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Custom Branding Option to add company logos and color schemes. |
Custom branding (logos, colors) is 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. |
Supports public and private cloud deployments. | |
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Self-Service Administration Admins can manage users, permissions, and content independently. |
Admins can self-manage users, permissions, and settings. | |
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Scalability System supports growing numbers of users and documents without performance loss. |
High scalability: designed for large, global enterprises. | |
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Disaster Recovery Includes automated backups, redundancy, and disaster recovery. |
Automated backups, redundancy and disaster recovery are core features. | |
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99.9% Uptime SLA Guaranteed high availability and uptime. |
99.9% uptime SLA mentioned in documentation. | |
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24x7 Customer Support Continuous support availability. |
24x7 customer support offered as standard. | |
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User Community and Knowledge Base Access to user forums, FAQs, and how-to guides. |
User community, knowledge base, self-help resources are available. | |
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Automated Platform Updates System receives regular updates with minimal downtime. |
Receives regular automated feature/security updates. | |
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Custom SLA Options Tailored service level agreements available. |
Custom SLAs can be negotiated for enterprise agreements. | |
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Usage Analytics Monitors system usage for optimization and planning. |
Usage analytics features for admin/system optimization. |
Regulatory Compliance and Industry Alignment
(10 Yes /10 Known /10 Possible features)
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Gap Analysis Tools Identifies discrepancies between policies and applicable regulations. |
Gap analysis tools between policies and regulations mentioned. | |
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Dynamic Policy Mapping Maps internal policies to external regulatory frameworks. |
Policy mapping to external regulations supported. | |
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Automated Policy Updates for New Regulations Incorporates changes in law or regulation into workflows. |
Automated updates for new regulations and laws are available. | |
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Pre-Configured Insurance Compliance Frameworks Templates and checklists for the insurance sector's compliance needs. |
Pre-configured templates/checklists for insurance compliance. | |
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Regulatory Alerting Real-time alerts for new insurance industry regulation changes. |
Regulatory alerting tools send compliance alerts in real time. | |
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Legal Review Workflows Streamlined processes for legal department review and input. |
Legal review integrated in policy approval workflows. | |
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Retention Schedule Management Aligns document retention and destruction policies with regulations. |
Retention and destruction scheduling is included in document controls. | |
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Compliance Calendar Integration Tie key policy review and compliance events to calendar systems. |
Compliance calendar with integration with Outlook available. | |
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Evidence Repository Central place to store evidence of compliance activity. |
Central evidence repository for compliance documentation. | |
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Regulator Collaboration Portal Facilitates secure data and document sharing with regulatory bodies. |
Facilitates regulator collaboration and document portal features. |
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