Policy Manager

Overview

Getting started with Policy Manager

Creating a document

Document review cycle

Adding and managing users

Managing security groups

Managing target audiences

Managing review queues

Managing review flows and tasks

Using document components

Managing document templates

Managing review frequencies

Finding and managing documents

Using the Document Editor

Initiating off-cycle reviews

Using the Policy Portal

Bulk upload to Policy Manager

Managing notifications

Setting preferences

Configuring external user provisioning

Sync with Diligent One Compliance Maps

Reports