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Policy & Procedure Management Software from Onspring
Automated workflows for policy drafting, approval, distribution, attestation, and tracking. Provides centralized repository, real-time dashboards, and regulatory compliance support.
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. |
Onspring provides rich text document creation, including formatted text, images, and tables as per product documentation. | |
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Template Library Availability of pre-built or custom templates for rapid policy authoring. |
Onspring supports creation and use of templates for policy and procedure documents, according to solution overviews. | |
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Version Control Tracks and manages multiple document versions and changes over time. |
Version control is a described core feature, tracking multiple versions and changes over time. | |
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Collaboration Tools Enables multiple users to concurrently edit, comment, and suggest changes on documents. |
Collaboration is mentioned via approval workflows and cross-department edits. | |
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Content Cloning Allows duplication of existing documents to use as a baseline for new policies. |
Onspring allows duplication of content as baseline for new policies. | |
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Change Tracking Monitors and highlights modifications between document versions. |
Change tracking and comparison between document versions is documented. | |
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Approval Workflow Integration Connects document creation to review and approval workflows. |
Approval workflow integration is a key feature, automating review/approval. | |
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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 supporting documents is supported in policy records. | |
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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. |
Multi-channel distribution is mentioned (email, portals), supporting diverse delivery. | |
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Targeted Distribution Ability to send policies to specific users, groups, or departments. |
Targeted distribution via departments/groups is described in platform details. | |
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Audience Segmentation Allows for segmentation of distribution based on roles, location, or compliance requirements. |
Audience segmentation is supported (role/location-based policy delivery). | |
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Automated Reminders System sends out automated reminders for policy acknowledgment and review. |
Automated reminders and notifications for review/acknowledgment are available. | |
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Mobile Access Policies are accessible via mobile devices and dedicated apps. |
Platform is mobile-accessible via responsive web interface (per documentation). | |
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Read Receipts Captures whether recipients have opened or viewed the policy. |
Read acknowledgment features include tracking who viewed documents. | |
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Language Localization Support for delivering policies in multiple languages. |
Language localization is supported, including multi-language policy support as stated on vendor's feature list. | |
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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 to large user groups is documented in product literature. | |
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Custom Notifications Customizable notification messages for different policy events. |
Custom notification emails/messages can be configured for various policy events. |
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. |
Support for electronic signature and attestation is explicitly mentioned for policy acknowledgment. | |
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Read & Acknowledgment Logging Logs date, time, and identity of acknowledgment events. |
System logs detailed acknowledgment records (who/when). | |
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Mandatory Read Enforcement System can require users to read and acknowledge before progressing. |
Mandatory reads are enforced—users must acknowledge before proceeding. | |
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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. |
Bulk attestation tracking and reporting are included in the compliance dashboard. | |
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Automated Tracking Reminders Auto-notifies users who are delinquent in acknowledging policies. |
Automated tracking and reminder capabilities are listed on the product site. | |
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Audit Trail for Attestation Full audit log of actions taken on policy acknowledgment. |
Comprehensive audit logs and trails for attestation are available. | |
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Re-Attestation Scheduling Schedule periodic re-acknowledgment of recurring or updated policies. |
Platform supports scheduled periodic re-attestation. | |
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Track by Organizational Hierarchy Attestation compliance reporting by department, team, or role. |
Reports and compliance dashboards allow tracking by department or business unit. | |
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User Exemption Handling Manage exemptions or alternative attestation methods for specific user segments. |
Platform allows handling exemptions for individuals/groups. |
Workflow Management
(9 Yes /9 Known /10 Possible features)
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Customizable Approval Workflows Design multi-step review and approval workflows tailored to organizational needs. |
Customizable and multi-step approval workflows are described as a main feature. | |
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Parallel and Sequential Approvals Supports both parallel and sequential approval routing. |
Supports both parallel and sequential approval routing (per workflow documentation). | |
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Role-Based Workflow Assignment Assign workflow stages and responsibilities based on user roles. |
Workflow assignments can be based on user roles. | |
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Automated Workflow Notifications System notifies stakeholders as documents progress through workflows. |
Automated workflow notifications are included as standard. | |
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Escalation Triggers Automatic escalations for overdue reviews or approvals. |
Escalation triggers for overdue tasks are supported in workflow configuration. | |
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Ad-Hoc Workflow Support Ability to initiate one-off reviews or exception approvals. |
Ad-hoc workflow support for exceptions or special reviews present per product documentation. | |
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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. |
Delegation of workflow tasks (to surrogates) is supported. | |
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Workflow Templates and Cloning Reuse and adapt workflow patterns for new content. |
Workflow templates and cloning is standard for repeated workflow structures. | |
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Real-time Workflow Status Live monitoring of where documents are within workflows. |
Real-time workflow status is available in dashboards. |
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). |
SSO (SAML, OAuth) integrations confirmed by security/IT integration documentation. | |
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HRIS/ERP Integration Syncs user and organizational data from HR or ERP systems. |
HRIS and ERP integration capabilities are listed in enterprise integration options. | |
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API Access Offers APIs for programmatic access and integration with external systems. |
API access is available for external integrations. | |
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Directory Service Support Integrates with Active Directory or LDAP for user management. |
Supports Active Directory/LDAP for user management and access control. | |
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Learning Management System (LMS) Integration Links policy learning modules or assessments to corporate LMS. |
Learning Management System (LMS) integration for awareness and training is described. | |
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Document Import/Export Supports import/export to/from common formats (PDF, Word). |
Import and export to common formats (PDF, Word) is supported. | |
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Webhook Support Enables automated, real-time triggers to other systems. |
Webhook/trigger support is indicated for integrations. | |
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Data Warehouse/Reporting Tool Integration Exports compliance and policy data to reporting tools. |
Exports to reporting tools and data warehouses described under reporting. | |
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Regulatory Feed Integration Imports regulatory updates from external sources for policy alignment. |
Regulatory feeds and external regulatory updates are noted for policy alignment. | |
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Custom Field Mapping Flexible mapping of external data fields to internal schema. |
Custom field mapping for data integration is available. |
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 of activity tied to documents, users, and workflows. | |
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Custom Report Builder Enables custom queries and dashboards for compliance data. |
Custom report builders and dashboards for compliance monitoring are present. | |
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Scheduled Reporting Automates delivery of compliance reports on a scheduled basis. |
Scheduled/recurring compliance reporting is supported. | |
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Exportable Reports Reports can be exported to formats like PDF, Excel, or CSV. |
Exportable reports (PDF, Excel, CSV) are available. | |
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Exception and Non-Compliance Reporting Identifies and highlights policy exceptions or non-compliance. |
Exception and non-compliance reporting available in dashboards. | |
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Drill-Down Capabilities Supports navigation from summary to individual record details. |
Drill-down from summary to detailed records is supported in compliance dashboards. | |
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Customizable Dashboards Interactive dashboards for monitoring compliance status in real time. |
Dashboards are customizable by users for real-time compliance status. | |
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Event and Change Logs Tracks all significant events or changes for auditing. |
Event and change logs are part of the audit trail functionality. | |
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Regulator-Ready Reports Report templates and data formatted for regulatory review. |
Regulator-ready report outputs are mentioned as template options. | |
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Retention and Archiving Logs Logs data retention and document archiving actions. |
Retention and archiving logs are included as part of compliance documentation. |
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 access controls are a compliance core for restricting policy/document access. | |
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End-to-End Encryption Encrypts data at rest and in transit. |
End-to-end encryption (data at rest/in transit) is indicated in security documentation. | |
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Data Residency Options Allows selection of data storage region for compliance. |
Data residency options are available—selectable storage regions for compliance. | |
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Multi-Factor Authentication Requires additional user identification methods upon login. |
Multi-factor authentication supported for secure logins. | |
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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 is described for auditing and compliance. | |
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Granular Permission Settings Allows fine-tuned permissions at document or section level. |
Granular permission settings for sections/documents is detailed as part of access control. | |
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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). |
SOC 2, ISO 27001, and other certifications are claimed on trust/compliance pages. | |
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Audit Log Retention Policy Configurable retention of audit logs for regulatory requirements. |
Configurable audit log retention is mentioned for regulatory compliance. |
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. |
Advanced search features covering all policy text and metadata are present. | |
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Taxonomy & Tagging Allows flexible categorization and tagging of policies. |
Taxonomy and tagging is included for document organization. | |
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Full-Text Search Searches the entire body of documents, not just titles or summaries. |
Full-text search capability exists for searching all document content. | |
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Metadata Management Custom metadata fields for policies and procedures. |
Metadata management for documents and policies is supported (custom fields, etc). | |
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Hierarchical Content Structure Supports folders, subfolders, and logical policy groupings. |
Hierarchical structure with folders/subfolders is enabled for logical organization. | |
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Favorites and Bookmarks Users can mark and quickly access frequently referenced policies. |
Favorites and bookmarks for quick access is a standard end-user feature. | |
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Document Linking Cross-link related policies and procedures within documents. |
Policy document linking for cross-references is available. | |
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Policy Expiry and Review Dates Tracks renewal/review dates and identifies obsolete content. |
Policy expiry and review/renewal reminders and dates tracked in system. | |
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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. |
UI is described as simple/intuitive, per reviews and marketing materials. | |
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Responsive Design Consistent user experience across web and mobile devices. |
Responsive design for web and mobile browsers confirmed. | |
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Accessibility Compliance Adheres to accessibility standards (e.g., WCAG 2.1, ADA). |
Product claims compliance with accessibility standards (WCAG, ADA, etc). | |
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Multilingual Support User interfaces and help content in multiple languages. |
Multilingual support for the user interface and help content is offered. | |
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Customizable Dashboards Users can personalize their dashboards and views. |
Customizable dashboards for users are available. | |
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Guided Tutorials and Onboarding In-product help and guided setups for new users. |
Onboarding guidance features such as guided tutorials exist. | |
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Clear Role-Based Navigation Navigation tailored to users’ specific roles. |
Navigation is tailored to user roles for clarity and simplicity. | |
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In-App Help and Tooltips Contextual help directly within the interface. |
In-app help, tooltips, and support documentation embedded in the interface. | |
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Bulk Actions Enables users to perform operations on multiple items at once. |
Bulk actions for managing and updating multiple documents/users at once. | |
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Custom Branding Option to add company logos and color schemes. |
Custom branding with company logo/colors is available. |
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. |
Available as SaaS (public cloud); private/hybrid cloud options possible (consult vendor). | |
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Self-Service Administration Admins can manage users, permissions, and content independently. |
Self-service admin for user, permission, and content management is provided. | |
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Scalability System supports growing numbers of users and documents without performance loss. |
Product claims support for large organizations without performance loss (scalability). | |
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Disaster Recovery Includes automated backups, redundancy, and disaster recovery. |
Automated backup, disaster recovery, and redundancy described in trust/security pages. | |
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99.9% Uptime SLA Guaranteed high availability and uptime. |
Uptime SLA of 99.9% or above is claimed for enterprise SaaS option. | |
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24x7 Customer Support Continuous support availability. |
24x7 support is indicated for enterprise clients. | |
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User Community and Knowledge Base Access to user forums, FAQs, and how-to guides. |
User community/forum and knowledge base is available. | |
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Automated Platform Updates System receives regular updates with minimal downtime. |
Automated platform/system updates with little/no downtime. | |
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Custom SLA Options Tailored service level agreements available. |
Custom SLAs can be negotiated with vendor for enterprise deployments. | |
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Usage Analytics Monitors system usage for optimization and planning. |
Usage analytics and system usage stats available 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. |
Gap analysis between policy content and regulations supported. | |
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Dynamic Policy Mapping Maps internal policies to external regulatory frameworks. |
Dynamic mapping of policies to regulatory frameworks described as core compliance feature. | |
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Automated Policy Updates for New Regulations Incorporates changes in law or regulation into workflows. |
Automated policy update workflows based on regulatory alerts is supported. | |
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Pre-Configured Insurance Compliance Frameworks Templates and checklists for the insurance sector's compliance needs. |
Pre-configured compliance checklists/frameworks for insurance industry available. | |
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Regulatory Alerting Real-time alerts for new insurance industry regulation changes. |
Real-time regulatory alerting is an advertised differentiator for insurance. | |
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Legal Review Workflows Streamlined processes for legal department review and input. |
Legal review workflows for compliance and approval are possible/configurable. | |
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Retention Schedule Management Aligns document retention and destruction policies with regulations. |
Retention scheduling and management for retention/destruction of records is possible. | |
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Compliance Calendar Integration Tie key policy review and compliance events to calendar systems. |
Compliance calendar integration for review/renewal cycles is shown in policy management. | |
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Evidence Repository Central place to store evidence of compliance activity. |
Evidence repository for compliance documentation is available. | |
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Regulator Collaboration Portal Facilitates secure data and document sharing with regulatory bodies. |
No information available |
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