Documents Module

Secure Central Data Store for Key Documents, Policies & Procedures

Ensure your staff are accessing the latest document versions, policies and procedures with our Documents module. Assign each document for employees to acknowledge and attest that they have read and understand update, policy, or procedure. Keep an easy-to-hand record of employee acknowledgement and who has read what and when.

Attest, Archive and Review company documentation with ComplyPortal’s Documents Module.

How it works

Documents Module
Document Attestation

How it helps

Challenges

Solutions

Additional Benefits

  • Controlled access to documents
  • Managing document versions
  • Recording staff acknowledgements to company updates
  • Cloud-based access means employees can securely access the documents from home or remote offices
  • The latest document versions can be easily managed and updated to replace outdated ones
  • A record is kept of all interactions showing who has added which document and tracks who has acknowledged or attested to it
  • Secure remote access ensures seamless deployment of company updates and efficient collection of acknowledgment
  • On hand client services team, to reduce time consuming admin tasks
  • Export reports, download reports of task completion that can be filtered by custom fields
  • Issue important information quicker and improve company compliance efforts

Start your journey
with ComplyPortal and
boost employee compliance
by 30X over manual
processes.

Schedule a
free demo today - our
team is ready
to show you how.

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