Policy Management Software for Microsoft 365
Modern organizations need clear, consistent policies to maintain compliance and reduce risk, but managing policies across teams and systems is often complex and inefficient. DocRead is policy management software for Microsoft 365 that works natively in SharePoint Online, enabling organizations to manage policies centrally, control distribution, track acknowledgements, and maintain reliable compliance evidence without leaving Microsoft 365.
We also have SharePoint Server
Policy Management Software That Works Natively Inside Your Microsoft 365 Environment
Most policy management systems struggle because they sit outside everyday work. Employees forget to log in, policies are ignored, and compliance teams lack real-time visibility. DocRead takes a different approach.
Built specifically for Microsoft 365 and SharePoint Online, DocRead extends your existing document libraries with structured policy distribution, acknowledgement tracking, and compliance reporting, without complex integrations or duplicate systems.
Policies remain in SharePoint, where permissions, collaboration, and version control in documents already exist. DocRead simply adds the governance layer required for effective policy and procedure management software.
Why Organizations Choose DocRead
Unlike generic policies and procedures management software, DocRead aligns with how organizations already manage content, reducing friction for both IT teams and end users.
Draft, Review, and Approve Policy & Procedure Documents
Strong governance depends on a clear, controlled policy lifecycle that removes ambiguity and reduces risk. DocRead provides a structured approach to drafting, reviewing, approving, and publishing policies and procedures. Defined workflows ensure the right people approve content at every stage, while full audit trails capture changes and decisions.
From day one, organizations achieve consistent policy management, improved accountability, and confidence that only current, approved policies are distributed and enforced across the business.
Key Capabilities
Benefits of Targeted Distribution
Policy Distribution Made Simple
Publishing a policy is only the first step. For policies to be effective, they must reach the right people at the right time and encourage genuine engagement, not passive distribution.
DocRead streamlines policy distribution by targeting policies based on role, department, location, or group membership, ensuring delivery aligns with real organizational structures.
Employees receive only relevant content, reducing information overload, improving focus, and increasing acknowledgement, understanding, and completion rates across the organization while supporting consistent governance and measurable compliance outcomes.
Policy Management System Designed for Oversight & Control
For compliance and governance teams, visibility is essential. Without a clear overview, it becomes difficult to understand which policies are current, who has acknowledged them, and where compliance gaps exist.
DocRead provides a centralized policy management system that brings all policies, procedures, and acknowledgements into one place, eliminating the need for manual tracking or spreadsheets.
With real-time insight into policy status and engagement, teams can identify issues early, demonstrate compliance with confidence, and maintain stronger governance across the organization.
Oversight Features Include
Acknowledgement Capabilities
Policy Distribution and Acknowledgement Tracking
Traditional document sharing offers no reliable proof that a policy has been read or understood. In regulated industries, this lack of evidence can expose organizations to unnecessary risk and compliance challenges.
DocRead goes beyond passive sharing by capturing formal acknowledgements for policies and procedures, ensuring employees actively engage with required content.
By requiring acknowledgements and supporting timely policy update processes, DocRead provides defensible proof of compliance and greater confidence that critical policies are understood and followed.
Getting Started with Policy Management Software Is Easy
Getting started with policy management software is easy with DocRead. It supports policies across HR, IT, health and safety, and compliance, while working natively in Microsoft 365 to increase adoption and reduce training.
Our Case Studies
Check Your Security: DocRead for Office 365
Before implementing DocRead, Check Your Security struggled to distribute policies and track compliance effectively. Policies were emailed as PDF attachments, leading to cluttered inboxes and limited visibility into whether employees had read them, which sometimes resulted in non-compliance during site visits and audits when staff were unaware of updated procedures.
Peregrine Pharmaceuticals: On-premises DocRead
Regulatory compliance has long been a priority for pharmaceutical companies, including Peregrine Pharmaceuticals. To improve business processes, they sought a simple, cost-effective way to target key policies and ensure timely acknowledgements, ultimately replacing an in-house solution with the more robust and streamlined DocRead for SharePoint.
Polarcus
Polarcus required a compliance management system that integrated seamlessly with its SharePoint environment to support health and safety initiatives. The solution needed to distribute and monitor key documents, ensure timely acknowledgements from crew and office staff, and recognize acknowledgements across vessels to prevent duplicate effort.
Talk to a Policy Management Expert Today
See how DocRead can help your organization strengthen compliance, improve governance, and reduce risk—without changing how you work in Microsoft 365 and SharePoint Online.