Automated policy and procedure management, distribution and policy attestation, document management software,
PolicyTech policy management software automates the process of authoring, approving and distributing documents and capturing attestation. Policy management software uses rules-based workflows and alerts to keep policies moving through the process, alerting managers about unread policies, and reminding document owners when to update or retire policies.

New! PolicyTech Foundation: affordable certification and disclosure software for critical documents needing attestation.

Simplify the process of writing, sharing, distributing and attesting to policies and procedures.

Organizations of all sizes experience the struggles of policy management, including difficulties maintaining the growing tide of new policies associated with new laws and regulations.

Having a robust policy and procedure management software solution in place helps you manage the whole policy lifecycle, 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 those policies.


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


PolicyTech automates the compliance and quality practices in diverse markets including retail, government, energy, banking and finance, healthcare , manufacturing, hospitality and law enforcement.

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.

Key Benefits


  • Create policies that are clear and consistent using a document creation wizard.
  • Track employee attestations, identifying correlations between incidents and policies.
  • Integrates seamlessly into Microsoft SharePoint.
  • Automated email reminders to review and update policies.
  • Microsoft Word and Excel integration - edit documents directly in the software using a browser-based interface.
  • Find policies quickly using powerful search functionality.
  • Connect interactive content, such as videos, for training.



  • Fast, paperless and painless process for capturing signatures.
  • Manage policies in multiple languages.
  • Secure, centralized and online repository of critical documents.
  • Full reporting and audit tracking.
  • Automatic escalation to managers.
  • Reduced development and review time.
  • Fully integrates with NAVEX Global's GRC ecosystem, including incident and case management.
  • 5000+ free policies and procedures templates that can be used as is or modified to fit your needs.
  • Access from anywhere at any time.

Questions? Call us.

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

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PolicyTech can be used by any industry and by any size organization.

What our customers are saying about PolicyTech.

“We highly recommend this software. It has enabled us to "clean up" our whole process and monitor compliance."