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
- Upload and store company documents.
- Update documents with the latest versions, automatically keeping an archive of previous versions along with historical employee acknowledgement.
- Assign documents to be acknowledged and automatically notify staff members.
- Review of documents can be assigned to individuals or groups.
- Keep record of who has acknowledged which document and when.


How it helps
- Documents stored in one secure central data store help to keep your information safe and accessible anywhere.
- Setting document for acknowledgement and attestation means that employees can confirm they have read, understand and agree to important company updates.
- Easily update documents with new versions so that no employee is referring to an outdated one.
- A clear audit trail is created showing when documents were added, updated, reviewed and acknowledged by staff.
Challenges
- Controlled access to documents
- Managing document versions
- Recording staff acknowledgements to company updates
Solutions
- 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- The latest document versions can be easily managed and updated to replace outdated ones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
Additional Benefits
- 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




- 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.
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team is ready
to show you how.
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