Our Policy Management Solutions
Our policy management solutions for SharePoint empower organisations to centralise, control, and automate their entire policy lifecycle within their existing Microsoft SharePoint environment. Instead of relying on manual distribution methods or disconnected tracking systems, you can streamline governance, improve compliance oversight, and reduce operational risk through a structured, auditable framework. By transforming SharePoint into a powerful policy management platform, businesses gain greater visibility into who has received, read, and acknowledged critical policies and procedures.
DocRead and DocSurvey work together to deliver targeted policy distribution, automated workflows, structured employee training, and real-time reporting dashboards. This integrated approach strengthens regulatory compliance, supports governance initiatives, reinforces accountability, and simplifies audit preparation. With built-in automation and measurable tracking, organisations can ensure policies are not only distributed, but understood, accepted, and consistently followed across the enterprise.
Why Choose Policy Management Software for SharePoint?
Managing policies manually might seem manageable at first, but as your organisation scales, complexity multiplies. Emails are overlooked, outdated documents circulate, and tracking acknowledgements becomes a spreadsheet nightmare. Without structured oversight, gaps appear in compliance records, version control breaks down, and audit preparation turns reactive instead of strategic.
A centralized solution built on Microsoft SharePoint transforms this process into a controlled, automated system. By integrating policy lifecycle management software directly within SharePoint, organisations gain structure, visibility, and measurable accountability.
Key Challenges of Manual Policy Management
Benefits of a Centralized SharePoint-Based Solution
With compliance tracking embedded into daily workflows, organisations move from reactive firefighting to proactive governance. If you're strengthening your broader policy management solutions strategy, a SharePoint-integrated approach delivers the structure, automation, and audit confidence required to operate at scale.
Health and Safety Training
The Health Insurance Portability and Accountability Act (HIPAA) is an act intended to allow individuals to more easily transfer healthcare information from one insurer or provider to another, while keeping that information protected and confidential, supported through structured training within a centralized policy lifecycle management software environment.
This approach helps organisations demonstrate accountability, ensure staff awareness, and maintain consistent compliance practices. By centralising policy distribution, tracking acknowledgements, and reinforcing key requirements through targeted training, businesses can reduce risk, support audits, and build a strong culture of privacy and regulatory compliance.
Streamlining Communications with DocRead & SharePoint
SharePoint internal communication activities can be greatly enhanced by using SharePoint with DocRead. As one of Microsoft’s leading enterprise tools, SharePoint gives internal communications teams a robust platform for managing content, documents, and information, helping ensure messages are structured, accessible, and consistently delivered across the organisation.
DocRead builds on this foundation as powerful policy and procedure management software. It adds compliance tracking, approval workflows, and automated policy management features not available out of the box, enabling organisations to control distribution, capture acknowledgements, and maintain clear oversight of critical communications.
ISO 27001, COBIT & ITIL Compliance with SharePoint
Governance frameworks help businesses and organisations implement best practice across their specific industries. They provide structured guidance, encourage consistency, and promote the use of proven methodologies that support accountability, transparency, and effective decision-making at every level of the organisation.
By aiding compliance with recognised standards, governance frameworks also help reduce operational risk and control costs. When supported by scalable corporate policy management software, organisations can centralise oversight, improve policy adoption, and ensure governance processes remain efficient, measurable, and aligned with business objectives.
DocRead as Policy and Procedure Management Software
DocRead is advanced policy management software for SharePoint that helps target policies and procedures to specific groups across your organization. As a complete policy & procedure management software, it enables any content stored in SharePoint libraries or lists to be assigned to the right users, including documents, videos, images, and PDFs.
Once content is assigned, DocRead tracks user engagement and acknowledgements through clear reports and visual dashboards. This creates a reliable policy management system that supports accountability, visibility, and ongoing compliance by showing exactly who has read, understood, and accepted required policies and procedures.
Third-Party Risk & Compliance Software
Worried about Third-Party Risk & Compliance? Managing external partners can introduce hidden risks if policies and procedures are not consistently followed. Ensuring accountability across vendors, suppliers, and contractors is essential to protecting your organisation, maintaining regulatory standards, and avoiding reputational or financial impact.
DocRead provides a scalable policy management solution for Third-Party Compliance, enabling you to distribute policies, track acknowledgements, and maintain clear audit trails. With greater visibility and control, you can confidently ensure trusted partners understand and comply with your requirements—take a look here to find out how.
Regulatory Compliance with DocRead for SharePoint
Worried about Third-Party Risk & Compliance? Managing external partners can introduce hidden risks if policies and procedures are not consistently followed. Ensuring accountability across vendors, suppliers, and contractors is essential to protecting your organisation, maintaining regulatory standards, and avoiding reputational or financial impact.
DocRead provides a scalable policy management solution for Third-Party Compliance, enabling you to distribute policies, track acknowledgements, and maintain clear audit trails. With greater visibility and control, you can confidently ensure trusted partners understand and comply with your requirements—take a look here to find out how.
How DocRead & DocSurvey Work Together?
DocRead and DocSurvey integrate seamlessly with Microsoft SharePoint to deliver an end-to-end policy management software SharePoint experience, ensuring policies, procedures, and communications are distributed, acknowledged, tracked, and reported across the entire organisation.
Policy Distribution
Assign policies to users, roles, or departments with automated notifications ensuring timely delivery.
Survey Validation
Reinforce understanding using structured surveys, knowledge checks, and compliance confirmations.
Acknowledgment Tracking
Capture employee confirmations with secure, time-stamped records stored within SharePoint.
Reporting & Audit Trails
Monitor completion rates and compliance status through real-time dashboards and detailed audit logs.
Frequently Asked Questions About Policy Management Solutions
Policy management software is a centralized system that helps organisations create, distribute, track, and report on policies and procedures. Instead of relying on manual emails or disconnected spreadsheets, businesses can automate policy lifecycle processes—from drafting and approvals to distribution and acknowledgement tracking. A structured platform improves governance, strengthens compliance, reduces risk exposure, and provides clear visibility into who has read and accepted required documentation.
When built on Microsoft SharePoint, policy management software leverages an organisation’s existing document libraries, permissions, and security controls. Policies stored within SharePoint can be assigned to specific users, roles, or departments. Automated notifications prompt employees to review content, while built-in tracking tools record acknowledgements and generate reports. This approach enhances SharePoint’s native capabilities by adding compliance workflows, dashboards, and measurable oversight.
Audit readiness depends on accurate records and clear documentation. Policy management solutions provide time-stamped acknowledgement logs, automated reminder histories, version control records, and structured reporting dashboards. When regulators or auditors request proof of compliance, organisations can quickly produce detailed audit trails showing who received policies, when they were reviewed, and whether confirmations were completed—significantly reducing preparation time and compliance risk.
Yes. Modern policy management software allows targeted distribution based on job function, department, location, or user group. This ensures employees only receive policies relevant to their responsibilities, improving engagement and reducing confusion. Role-based assignments also help organisations demonstrate that critical procedures are delivered to the appropriate audiences, supporting both governance and regulatory requirements.
See how DocRead can help
Find out how DocRead allows organizations to distribute policies, procedures, and important documents to employees and track acknowledgments, ensuring compliance and accountability. All without leaving SharePoint.
DocRead has enabled us to see a massive efficiency improvement... we are now saving 2 to 3 weeks per policy on administration alone.
Nick Ferguson
Peregrine Pharmaceuticals
Feedback for the on-premises version of DocRead.