Policy Manager

Centralize and automate document management to simplify reviews, approvals, attestations, and ensure adherence to your organization's policies.

What’s new

Getting started

Overview

Getting started with Policy Manager

Managing users

Adding and managing users

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

Using the Policy Portal

Review and compliance

Document review cycle

Initiating off-cycle reviews

Regulations

References and regulations

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

Configuring external user provisioning

Sync with Diligent OneCompliance Maps