Policy and Procedures Software -  Document Library

Chosen and Trusted By Industry-Leading Businesses and Organizations

We surpass our clients’ high expectations by delivering powerful compliance management software and solutions on Microsoft’s SharePoint and Office 365 platforms.

Create a central policy library for all of your policies and procedures

Policy Management Software on Microsoft SharePoint

  • Employees easily access the latest policies and procedures using the library module of the ConvergePoint Policy Management Software
  • Advanced search capabilities for quickly finding relevant policies and procedures.
  • All policies and procedures are organized in a central location.
  • Employees no longer have to search through emails or various shared drives.
  • Quickly find helpful information related to their job responsibilities.
  • Easily share and distribute updated policies and procedures.
  • Consistent version control of documents.
  • Automatically generated audit reports.

Automate Policy and Procedure Distribution

  • Automate policy distribution to employees with automatic publishing and delivery.
  • Set up expiration notifications and alerts to stay up to date on renewals.
  • Provide role-based access and restricted views to keep confidential information secure.
  • All policies and procedures rest in one central repository on Microsoft 365 SharePoint.
  • Advanced search functionality makes it easy for employees to find relevant information.
  • Streamline policy management processes with a structured policy management system for document distribution.
  • Create a stronger policy lifecycle through automated enforcement of compliance standards. 
  • Quickly publish updates, changes, or entire new documents without interrupting workflow.
  • Stay organized by keeping track of which documents are being read by employees.
  • Set up policy certifications for employees and customizable notification alerts when a document has been read and acknowledged. 

Implement Best Practices

  • Easily link documents and sites to the latest version of policies stored in one central document repository.
  • Meet regulatory compliance standards with all versions and records stored in one place..
  • Automated expiration notifications help stay on top of renewal cycles.
  • Policy managers are alerted when a policy needs to be updated, reviewed, renewed, or retired.

Download White Paper: Leveraging Microsoft Office 365 for Policies and Procedures Management

Industries Served

Education Policy Management Software


Protect intellectual property, manage grants, preserve student privacy, and outline ethical procedures.

Insurance Policy Management Software

Insurance and Employee Benefits

Improve organizational transparency, underwrite policies and procedures, mitigate risk centers, and reduce volatility.

Healthcare Policy Management Software


Adhere to HIPAA, HITECH, ICD 9, ICD 10, and FDR CFR regulations, safeguard patient information, and manage healthcare compliance processes.

Finance Policy Management Software

Financial Services and Banking

Comply with SEC, FDIC, FINRA, OCC, CFTC, and Federal Reserve regulations, achiever greater transparency, and manage external scrutiny.

Manufacturing Policy Management Software

Manufacturing and Retail Industry

Establish procurement policies, outline employee safety procedures, specify quality control of products, and satisfy changing regulatory guidelines.

Energy Policy Management Software

Energy and Utilities

Avoid heavy penalties from local, regional, state and federal regulators, manage potential risks, and enhance employee safety and training retention.

Transportation Policy Management Software


Abide by FAA, DOT, FMCSA, FRA and FTA regulations, educate drivers and third party vendors on guidelines, and streamline overall compliance.

Are you ready to learn more?

Talk to one of our policy management experts today!