Control, review and publish your important Policies and Procedures. Deployed into your own secure Office 365 environment and easily accessible by all employees. 

policies & declarations

Policy control and evidence

The Policies & Declarations module provides a robust control framework for your firm's important Policies and Procedures, helping you to evidence that they are regularly reviewed and approved before being published. When changes do occur, the module will also notify staff affected by the changes and ask them to confirm they have read and accepted the changes.

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Policies & Declarations features

Published Documents

Published policies, accessible by all staff on any device, safe in the knowledge that they are always accessing the latest authorised version.

Source Documents

Policy Governance starts with centralised libraries of source documents. Our libraries support version management, approval capabilities, designated ownership and configurable review alerts and notifications.

Staff Declarations

Making staff aware of new or changed policies is essential. Our Staff Declaration feature is easy to configure and issue. Electronic staff signatures provide the evidence and our dashboards provide the oversight.

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Policies & Declarations solution brief

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Purchase and license terms

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