The problem this module solves
Policies live on SharePoint with unclear owners. Two versions circulate. Auditors cannot tell which procedure was in force on a given date.
How Policy & Document Management works in OptimaGRC
OptimaGRC Policy & Document Management is the lifecycle, attestation, and evidence vault. Generate first drafts from DMS catalogues and organisation templates; this module then versions, attests, maps clauses to frameworks, and stores the controlled copy with hashes, retention, and access logs.
What teams can do
- Lifecycle workflows: draft, review, approve, publish, review-cycle, retire
- AI policy drafting aligned to ISO, SOC 2, GDPR, HSE, and Quality templates
- Clause-to-control mapping and overlap detection
- Version control, effective dates, and read-and-sign campaigns
- Encrypted evidence vault with search, retention, and legal hold
- Templates for InfoSec, Quality, HSE, Privacy, and code of conduct
Controlled documents
ISO 9001 / 27001 style document control without a separate QMS silo.
AI drafting with human approval
Generate a first draft from the relevant framework clauses, then route through legal and owners.
Evidence that is actually findable
Auditors retrieve the exact version and hash instead of hunting through folders.
People also search: policy management software · document control software ISO · GRC policy lifecycle · compliance document management.
Create, version, approve, publish, and retire policies and controlled documents with AI assistance — then bind every procedure to the controls and evidence it supports. OptimaGRC Policy & Document Management is the lifecycle, attestation, and evidence vault. Generate first drafts from DMS catalogues and organisation templates; this module then versions, attests, maps clauses to frameworks, and stores the controlled copy with hashes, retention, and access logs.