Automated policy and procedure management, distribution and policy attestation, document management software,

PolicyTech® policy management software simplifies the process of authoring, approving and distributing documents and capturing attestation. Policy management software uses rules-based workflows and alerts to streamline policy lifecycle process, alerting compliance managers about unread policies, and reminding document owners when to update or retire policies.
New! PolicyTech Mobile App Easy policy access and attestation for your on-the-go employees.

By using policy and procedure management software, organizations of all sizes can eliminate the struggles of policy management, including difficulties maintaining the growing tide of new polices associated with new laws and regulations.

Having a robust policy management software in place helps drive your entire policy lifecycle management, from creating business policies that are clear and look consistent, to tracking employee attestations, identifying correlations between incidents and policies as well as regularly reviewing and updating policies.

PolicyTech policy management software automates the compliance and quality procedures in diverse markets including retail, government, pharmaceutical, energy, life sciences,  banking and finance, healthcare, manufacturing, hospitality and law enforcement.

NAVEX Global Policy & Procedure Management Software & Services have earned the exclusive endorsement of the American Hospital Association (AHA).

In addition to supporting industry-specific regulatory guidelines from HIPAA, RFPA, NCQA, URAC, ERISA, ECOA, CRA and FCRA, PolicyTech supports corporate governance and risk management programs as well as mandates and regulations such as OSHA, JCAHO and ISO standards that apply to a wide range of industries.

Sample Company Policies

We’ve partnered with the world’s most respected employment law firm, Littler, to provide you with sample company policy templates for the most common risk areas. You can customize these corporate policy examples as a starting point for your organization by simply inserting your company name and other information relevant to your business.  

Download our Anti-Harassment & Bullying Policy Template to see what a well-written defensible policy looks like.

Download NAVEX Global's Code of Conduct as a starting point for your code.

Key Benefits of Policy Management Software

  • New! Read policies on-the-go through the free PolicyTech mobile app for iOS, Android and Windows devices.
  • Microsoft Word and Excel integration - edit documents directly in the policy management software using a browser-based interface. No checking out or downloading documents to your desktop
  • Track employee attestations, identifying correlations between incidents and policies
  • Integrates seamlessly into Microsoft SharePoint
  • Automated email reminders to review and update policies
  • Find policies quickly using powerful search functionality
  • Include interactive content, such as videos, for training
  • The NAVEX Global Gateway home page provides at-a-glance insights through dashboard widgets
  • Send out policies and procedures to external users for document collaboration as well as distribution and attestation of policies
  • Manage policies and procedures in multiple languages
  • Secure, centralized and auditable repository of critical documents
  • Full reporting and audit tracking for all documents, including multiple copies of a master document
  • Automatic escalation to managers
  • Reduce development and review time for writing procedures
  • View relationship between policies and incidents to identify policies that may need to be rewritten, redistributed or emphazied with additional training
  • 5000+ free sample policies and procedures templates that can be used as is or modified to fit your needs
  • Access your policy management system, including policy and procedure documents, anywhere at any time
  • Create language- or region-specific versions of a master document, and distribute those copies to other authors to edit, translate, review or approve

Questions? Call us.

We're here to help. Call us and speak with a PolicyTech expert who will answer any policy management software questions you might have.

Request a Demo.

One of our software engineers will show you how PolicyTech helps companies build and maintain ethical cultures.

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Start a 30-Day Free Trial.

Give PolicyTech a try by signing up for a 30-day free trial. You'll get a fully functional policy management system account that you can share with five other users.

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The PolicyTech policy management software can be used within any industry and by any size organization.

What our customers are saying about the PolicyTech policy management system.

“We have loaded over 500 policies into the system which accounts for thousands of pieces of paper. This software has eliminated our need to print and distribute SOPs and it ensures that everyone in the office has access to the latest information at their fingertips. We have found your product to be user friendly and proving to be a vital tool for all of our employees. Keep up the great work and thank you for offering such a useful product.”