Policy Manager

Centralice y automatice la gestión de documentos para simplificar revisiones, aprobaciones, declaraciones y garantice el cumplimiento de las políticas de su organización.

Guía de inicio

Overview

Getting started with Policy Manager

Creating a document

Document review cycle

Managing Users

Agregado y administración de usuarios

Managing security groups

Managing target audiences

Managing review queues

Setting up Policy Manager

Managing review flows and tasks

Using document components

Managing document templates

Managing review frequencies

Using Policy Manager

Finding and managing documents

Using the Document Editor

Initiating off-cycle reviews

Using the Policy Portal

Administration

Bulk upload to Policy Manager

Managing notifications

Setting preferences

Explore more

Configuración del aprovisionamiento de usuarios externos

Sync with Diligent One Mapas de cumplimiento

Reports