Document Manager

A central library

Maintain a central library of all compliance documents, making it easy for your team to always find the current version. We also have the ability to track approval of documents by individuals or committees.

Define folders and use the bulk upload feature to create your library. Set access parameters for each file for your team to library.

Keep your audit trail in order by maintaining an ongoing history of version changes while making it easy for your wider team to always find the current version.

Ensure your policies are always up to date by assigning annual policy reviews and track their progress.

Library dashboard

See all documents in the library, pin or flag those that are important to you. Enjoy full control of documents that have been recently deleted and full version history maintained.

Easy upload

Quick and simple to upload your policies, procedures and manuals. Assign document permissions to employees and teams and make available for staff Attestations.

Assign tasks

Assign tasks and follow-up actions related to specific documents. Schedule annual reviews or updates due to changes in regulation of company risk appetite.

Track all related tasks on the central Task Manager.

Version control

Manage the audit trail and version control of all documents with a full document history.

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