Policy Manager

集中化和自动化文档管理，以简化审核、审批和认证，并确保遵守组织的政策。

What’s new

入门

Overview

Getting started with Policy Manager

Managing users

添加和管理用户

Managing security groups

Managing target audiences

Managing review queues

Setting up Policy Manager

Managing review flows and tasks

Using document components

Managing document templates

Using widgets

Using Policy Manager

Find your tasks

Finding and managing documents

Creating a document

Using the Document Editor

Reports

Search with document details

Overview of Policy portal

Review and compliance

Document review cycle

Initiating off-cycle reviews

Regulations

References and regulations

Creating and linking legal and cross references

Administration

Configuring categories, values, and attributes

Managing additional fields

Managing notifications

Managing agency settings

Setting preferences

Document and review management

Managing review frequencies

Tagging groups of documents

Managing review queues

Bulk upload to Policy Manager

Explore more

配置外部用户配置

Sync with Diligent One合规映射