SMPolicy
Modern Policy Management, Simple & Automated
Centralize policies, automate approvals, and maintain a clear audit trail.
Easily launch and track policies at scale
Store, send and track every policy in one place. Configure automated rollouts and capture eSignatures to stay audit-ready.
Centralized Policies
Upload, store, and update policies in one easily accessible location.
Policy Templates
Explore and edit ready-to-use policy templates out of the box.
e-Signature Tracking
Monitor employee policy approvals through electronic signatures.
Self-Service Access
Employees are invited to review and approve policies through an easy-to-access portal.
Auditor Access
Provide external auditors with access to an easy-to-navigate reporting dashboard.
Version Management
Prevent confusion by clearly identifying the latest policy versions with simple version tags.
New Employee Compliance
Automatically trigger e-signature requests for newly added employees.
Mandatory Policies
Require electronic signature approval for selected policies.
Regular Reminders
Enable automated email reminders for employees who have not reviewed or approved policies.
Steps Toward Modern Policy Management
Create, Communicate, and Manage Policies in One Place
Create, store, and update policy documents in a centralized location—making it easy to find, share, and revise policies. Build policies using the in-app editor with built-in version control.
- Centralize all policies
- Create, add, and update policies with ease
- Keep everything organized with version control
Keep Employees Informed with Automated Notifications
Notify employees of relevant policy updates via email and provide access to a policy portal where they can review and approve policies at their convenience.
- Automate policy announcements
- Communicate relevant policies to employees
- Provide employees with access to the policy portal
Save Time with e-Signature–Based Approvals
Easily track which employees have reviewed and approved policies by requesting electronic signatures, and send regular email reminders to those who haven’t.
- Enforce policies with e-signature–based approvals
- Monitor employee approvals through a centralized dashboard
- Enable automated, regular email reminders
