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Policy management software - Xoralia

par Content Formula Ltd

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(36 évaluations)

Xoralia is a user-friendly policy/document management software for SharePoint and Microsoft 365

Xoralia is an AI-powered, easy to use policy & procedure management system / document management solution, that helps policy owners and digital workplace teams to automate and streamline their full policy/document lifecycle and workflows. Making it easier, more efficient and less time consuming for organisations to achieve compliance and minimise risk. Xoralia is designed to meet the needs of enterprise, corporate entities, and small to medium-sized businesses alike.


Xoralia's key benefits include

    • Reduced admin time associated with policy management (less time chasing reviews and acknowledgements)
    • Minimise risk and achieve compliance with a single source of truth
    • Build pages for your policies tailored to audiences and business needs
    • Easy-to-use for both policy owners and end users
    • Fast installation time
    • Centralised policy libraries in SharePoint

Document access and findability

    • User-friendly policy hub for users to browse, search and filter to find and read documents (single source of truth)
    • Build custom policy pages in SharePoint with an extensive set of Xoralia web parts
    • Tailor policy pages to suit business requirements, audiences and roles
    • Create custom metadata to help organise documents and make them easier to find
    • Optional AI policy Q&A chatbot (Azure consumption charges may apply)
    • Publish policies to a centralised website for general consumption
    • Multi-lingual support

Attestation

    • Ask employees to complete attestations and quizzes on your policies and other documents
    • Employees receive attestation notifications and reminders
    • Compliance staff get attestation reports and a full audit trail
    • Dashboard for line managers to track direct reports’ completion of mandatory documents
    • Target policies to specific audiences using groups
    • Policy assignments automatically update based on their groups
    • Automatically re-attest periodically
Document lifecycle

    • Tailor workflows to your documents with our powerful and easy-to-use workflow builder (review and approval cycles that match your governance)
    • Enforce the use of document templates
    • Set mandatory and optional viewers, reviewers and approvers
    • Use Microsoft Office apps to create and maintain documents
    • Use Microsoft Word to track changes and comments
    • Ensure employees always access the latest approved version, with a complete audit trail of changes and approvals.
    • Track actions on documents and maintain an audit trail of all actions and edits
    • Notifications and reminders for document owners when documents are due for review

Reporting and audit

    • Detailed reporting on key actions across the system
    • Dashboards for end-users, line managers, compliance managers, document owners and admins
Microsoft integration

    • Runs in your Microsoft 365 tenant (data centres available in the UK, US and APAC)
    • Store all policies and procedure documents in your SharePoint libraries
    • Integrate Xoralia into your Microsoft Teams desktop and mobile app
    • Use Entra ID profiles and groups for targeting and security
    • Control access to sensitive documents, including restricting downloads (where configured)
    • Utilise Microsoft single sign-on (SSO)

Getting started and support
    • Click Get It Now to install Xoralia in your Microsoft 365 tenant and begin streamlining your policy management.
    • Want to know more;

Vue d’ensemble

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