Workflows and documents

Controlled policies with one valid version.

Create, approve, publish, acknowledge and review internal policies without paper sign-off sheets.

For policy owners, quality, HR and security teams.

See the process
Crayon story of the solution: Controlled policies with one valid version.

From start to finish

A policy from working draft to a valid, traceable version.

  1. One working version

    The author prepares new wording and comments stay with one working version.

  2. Owner approval

    The document owner and responsible roles confirm the content before release.

  3. Valid wording

    Employees always open the version that is valid at that moment.

  4. Employee acknowledgement

    The system assigns acknowledgement to the right people and records completion.

  5. Review and history

    Upcoming reviews are flagged while previous wording remains in traceable history.

Who is involved

Who is responsible for what.

Document owner

Owns content, validity and review.

Approver

Authorises a specific version for release.

Employee

Sees the valid version and records acknowledgement.

What happens when something goes wrong

Review and replacement

Expiry alerts the owner. A new version replaces the old one only after approval; history remains available.

The result

One valid document, controlled acknowledgement and a traceable version history.

Product and integrations

What comes ready and what we configure together.

The product provides ready-made building blocks. Roles, forms and rules are configured for your organisation. For every connector, we agree the system of record and the error path in advance.

Explore the product: Workflows and documents
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Next step

Let’s find a solution for your real operation.

We will take one real case, including the complications that commonly arise. We will explain clearly what the product does out of the box and what needs configuration or integration.

Find the right solution