Policy Management Software

Effortless Policy Management for Modern Organizations

Take control of your policies with DocTract’s intuitive platform. Create, distribute, and track policies seamlessly while ensuring compliance and reducing manual work. Discover how our software transforms policy management into a strategic advantage.

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Edit Natively with Document Management for Microsoft Word & Google Docs

DocTract enhances the document editors your team trusts with seamless policy automation.

Connect your tools and empower your team. DocTract integrates with Microsoft Word and Google Docs to manage the policy lifecycle, approvals, and compliance—without changing how you work. Discover how document management software saves time and ensures accuracy.

Microsoft Word logo for DocTract integration

Microsoft Word Integration for Policy Management

  • Full editing capabilities: Continue using Word’s tracked changes and formatting.
  • Automated version control: DocTract handles updates and history.
  • Seamless compliance tracking: Stay audit-ready with ease.
Already use Microsoft Word for your policies? DocTract connects your documents effortlessly, letting you leverage Word’s powerful features while automating workflows. Learn more about Microsoft Word integration.
Google Docs logo for seamless policy management

Google Docs Collaboration for Policy Workflows

  • Real-time collaboration: Edit policies together instantly.
  • Direct Google Drive connection: Integrate without disruption
  • Streamlined review processes: Approvals made simple.
Prefer Google Docs for real-time collaboration? Connect your Google Drive to DocTract and enable your team to work seamlessly while ensuring compliance. See it in action.

AI-Powered Policy Management: Features Designed for Efficiency & Compliance

Take command of your policy lifecycle with intuitive, automated, and intelligent features.

EXPLORE DOCTRACT AI >>
Two people using AI-powered policy management software

Workflow Automation System

Simplify your policy approvals with our intuitive automation tools.
Automated Policy Approval Workflows
Effortlessly design and automate multi-step workflows—no IT support needed. Save time, reduce errors, and keep approvals on track.
Role-Based Routing & Notifications
Ensure policies automatically reach the right stakeholders in the correct sequence for review and approval.
Automated Reminders & Status Tracking
Never miss a deadline with automated review reminders.
Track policy progress in real time—perfect for busy teams.

Document Creation & Management

AI-Powered Policy Drafting Tools
Leverage purpose-built AI to accelerate policy creation, generate summaries, ensure consistency, and check clarity.
Centralized & Secure Repository
Store all policies, procedures, and related documents in one organized, cloud-based hub.
Robust Version Control & History
Automatically track every change, edit, and approval, maintaining a complete, immutable version history for audit readiness.
Dashboard showing real-time document creation and management

Publishing & Review Controls

Instant Publishing & Updates
Approved policies are published immediately to your secure internal or optional public-facing policy portal.
Targeted Distribution
Ensure specific policies automatically reach only the intended employee groups, departments, or roles.
AI-Powered Search & Accessibility
Empower users to find policies instantly using natural language search; ensure critical information is always accessible.
Automatic Version Preservation
Older versions are automatically retained upon revision and stay accessible, ensuring a complete policy history.
Dashboard showing real-time compliance analytics

Administrative Dashboard & Analytics

Real-Time Compliance Visibility
Dynamic dashboards provide an at-a-glance overview of policy status, upcoming reviews, and overall compliance posture.
Defensible Attestation Tracking
Automate the tracking of employee policy acknowledgments with reminders and reporting, providing clear proof of receipt and understanding.
Automated Review Management
Stay ahead of policy expiration dates with automated notifications for periodic reviews.

Compliance Binder Generator

Audit-Ready Compliance Binder Generator
Generate comprehensive, audit-ready compliance binders, including policy history and attestations, in minutes.
Complete Audit Trails
Every policy revision, approval, and view is automatically documented and timestamped for regulatory scrutiny.
Standards Crosswalk Capability
Easily map policies directly to relevant accreditation standards or regulatory requirements.
Two people generating a compliance binder

How DocTract Compares to Other Policy Management Solutions

When evaluating policy management software, it’s not enough to rely on marketing claims—you need to compare how each platform actually performs across critical compliance and usability criteria. The ideal solution should streamline workflows, improve audit readiness, and reduce risk without adding complexity.

Here’s how DocTract stacks up against leading alternatives in the policy software space.

The fundamental difference lies in their purpose. SharePoint is a document management system—a passive repository for storing and sharing files. DocTract is an active process management system specifically designed to manage the entire policy lifecycle.

Why SharePoint Falls Short for Policy Management:
  • No built-in approval workflows - Manual routing and approvals
  • Limited attestation tracking - Cannot prove employees read policies
  • Weak audit trails - Lacks immutable compliance records
  • No targeted distribution - Cannot automatically send policies to specific roles
  • Requires extensive customization - Costly development to add basic policy features
DocTract's Purpose-Built Advantages:
  • Automated approval workflows - Policies route automatically to correct approvers
  • Defensible attestation tracking - Legal proof employees acknowledged policies
  • Immutable audit trails - Complete compliance documentation
  • Intelligent distribution - Policies automatically reach the right people
  • Ready-to-use compliance features - No custom development required

PowerDMS offers policy management capabilities but with significant limitations that impact user adoption and efficiency.

PowerDMS Challenges:
  • Complex user interface - Steep learning curve reduces adoption
  • Limited integration options - Doesn't work seamlessly with existing tools
  • Basic AI capabilities - Lacks intelligent search and content analysis
  • Generic approach - One-size-fits-all solution without industry specialization
DocTract's Superior Approach:
  • Intuitive, user-friendly design - Consistently rated for ease of use
  • Seamless Microsoft Word & Google Docs integration - Work within familiar tools
  • Advanced AI-powered features - Natural language search and policy analysis
  • Industry-specific solutions - Purpose-built for healthcare, manufacturing, law enforcement

PolicyTech provides enterprise-level policy management but often at the cost of simplicity and user experience.

PolicyTech Limitations:
  • Enterprise complexity - Overwhelming for many organizations
  • Lengthy implementation - Complex setup and training requirements
  • Higher total cost of ownership - Expensive licensing and implementation
  • Limited customer support responsiveness - Slower issue resolution
DocTract's Balanced Excellence:
  • Enterprise features, simple interface - Power without complexity
  • Rapid, painless implementation - Often described as "intuitive" by users
  • Transparent, competitive pricing - Better value proposition
  • Exceptional customer support - Highly rated for responsiveness and expertise

Why Organizations Choose DocTract

Organizations choose DocTract for its proven results and exceptional user experience.

Making the Right Choice:

While other platforms offer core features, DocTract delivers the complete package: robust functionality, exceptional user experience, and industry-specific expertise.

This blend of power, simplicity, and domain knowledge makes DocTract the superior choice for confident, intelligent compliance.

Proven Results:

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500% increase in policy processing efficiency
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Dramatic reduction in compliance preparation time
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"Painless" implementation processes
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Exceptional user adoption rates

The DocTract Difference:

DocTract stands out due to its unique combination of:
Enterprise-grade features with exceptional ease of use
Purpose-built AI integration for intelligent policy management
Deep industry specialization
Seamless integration with existing tools
Transparent pricing and exceptional customer support

Frequently Asked Questions (FAQ) About Policy Software

This section addresses some of the most common questions organizations have when considering a move to a dedicated policy management system.

The fundamental difference lies in their purpose. A document management system like SharePoint is a passive repository for storing and sharing files.

Policy management software
, in contrast, is an active process management system. It is specifically designed to manage the entire lifecycle of a policy—from automated approval workflows and targeted distribution to defensible attestation tracking and immutable audit trails.

SharePoint lacks these critical, built-in governance features, which are essential for demonstrating compliance.

Read more about What Policy Management Is >>

Policy software improves compliance by creating a "chain of accountability." It ensures that policies are properly reviewed and approved, distributed to the correct employees, and that there is legally defensible proof (attestation) that employees have read and understood them.

It reduces risk by ensuring everyone is working from the most current procedures, preventing safety incidents or operational errors. The complete audit trail provides an irrefutable record of due diligence, which is critical during regulatory audits or legal challenges.

A robust policy management system provides a structured framework for managing SOP deviations. This typically involves a dedicated "SOP Deviation Form" and an automated workflow that routes the exception to the appropriate personnel for review and approval.

The system maintains a complete audit trail of the deviation, including the reason, the impact analysis, and all approvals. This allows for necessary operational flexibility while ensuring that every exception is documented, justified, and auditable, preserving the integrity of the compliance framework.

While some older, enterprise systems can be complex, modern platforms like DocTract are designed with user experience as a top priority.

As demonstrated in case studies with organizations like Cary Fire Department and Cheyenne Regional Medical Center, DocTract's implementation process is often described as "painless" and "intuitive."

The goal of a modern system is to be so easy to use that it requires minimal training, ensuring high adoption rates among both administrators and end-users.

AI transforms policy management from an administrative task into an intelligent function. It helps in several key ways:

  • Natural Language Search allows users to find answers within documents instantly, not just find the documents themselves.
  • AI-Assisted Drafting accelerates the creation of clear, consistent policies.
  • AI Summaries allow users to quickly grasp the key points of long documents and understand the specific changes between versions.
  • AI Risk Analysis can proactively scan policies for compliance gaps or inconsistencies.
See how DocTract revolutionizes Policy Management with AI >>

Yes.

Elite policy software includes features for managing policies beyond internal employees. Targeted distribution can be used to send relevant policies and procedures to contractors or vendors and track their attestations.

Furthermore, features like a "Public Portal" allow organizations to securely share specific, approved policies with the general public—such as a university sharing its code of conduct or a government agency publishing regulations—without compromising the security of their internal policy library.

Ready to see how DocTract transforms policy management?

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Stop juggling disconnected systems. DocTract's intelligent platform brings you AI-assisted policy drafting, automated workflows, and real-time compliance – all while seamlessly integrating with Microsoft Word and Google Docs.
See how you can streamline your entire policy lifecycle without disrupting your team's workflow.

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