Policy & Document Management
Create, approve, publish, distribute, acknowledge, review and version policies and other governed document types.
From first draft to governed publication and review
Document-type capabilities determine which records require approval, publication, acknowledgement, quizzes, group targeting, external linking and review cycles.
Choose the document type, author content, upload a PDF or maintain an external reference where supported.
Submit for approval, respond to changes and preserve the decision trail.
Choose the audience, satisfy quiz requirements and publish now or schedule.
Track version-specific reading and quiz completion where applicable.
Create a review draft, approve the revision and preserve version history.
Work with governed Policies and documents
Follow the document lifecycle using the guide that matches your task.
Create a governed document
Choose the document type, complete metadata and submit the first version.
ApprovalApprove, reject or request changes
Review content, record the decision and return targeted changes for revision.
DistributionPublish documents, quizzes and audiences
Satisfy document-type publication rules, create quizzes where required and choose the audience.
LifecycleReview and version documents
Use review drafts, change summaries and version history to govern later revisions.
Document behaviour is capability-driven
Not every document type follows exactly the same path. Administrators configure the active document types and the capabilities each type supports.
- Approval and publication are separate lifecycle decisions.
- Quiz requirements apply only to document types configured to support them.
- Reading and quiz completion are tracked against the relevant document version.
- External or integrated documents can be represented separately from internally managed files where supported.
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