Send once a year, or when a policy changes. Target by department, location, role or any group you define. Send to new hires automatically, or manage it manually. However you work, shape the process around your organization.
In some organizations one person handles policies alongside four other jobs. In others, a compliance team answers for every site and every framework. Whatever your size, it adapts to how you work.
Upload a policy, pick who gets it and send. Add groups, recurring cycles and supervisors when you need them, not before.
Target by department, location, role or any group you define. Send once a year, with every change, or let it run on autopilot.
Connect Microsoft sign-in, Entra ID sync, SharePoint links, and Teams and Slack when you need them.
Upload the policy, or link to it, and pick who gets it: by department, location, role or any group you define.
Everyone gets a personal link by email. They open the policy, read it and confirm. No account, no password, nothing to install.
See who has confirmed and who has not, as it happens. Reminders go out on their own, so you are not chasing anyone by hand.
See it in action: the whole flow, in two minutes
Give everyone one page where they find every policy that applies to them. What is waiting for them and by when, what they have already confirmed, and which policies have a new version.
How the portal works
One link to share
Link it from the intranet, the onboarding checklist or a Teams tab. Change it later and the old link sends people on.
Your logo and color
The portal, the sign-in page and the confirmation page carry your logo and accent color, so it looks like part of your own tools.
Sign in with a one-time code
A code sent to their email. No account, no password, and only Active recipients in your organization get in.
Let people ask the policiesPaid add-on
With Policy Intelligence, each person can ask a question in the portal and get the answer from your own policies, with the source.
About Policy IntelligenceA small team or a group with many sites, once a year or with every change, by hand or on autopilot. Set it up the way that suits your organization.
In every plan. See pricing
Upload a PDF, link to SharePoint or the intranet, or say where the policy is kept. Every change becomes a new, tracked version.
New joiners are added to running cycles automatically, everyone gets their own deadline counted from the day they were added, and reminders and overdue follow-up go out on their own.
Open any person and see every policy they have confirmed, with version and date, or the status across the whole organization. Export it as a PDF certificate or a CSV/Excel file whenever someone asks.
Import recipients from CSV, Excel or Microsoft Entra ID, group them by role, department or location, and send each policy to the groups it applies to.
Recipients confirm through a secure personal link. No accounts, no passwords.
Sign in with an existing Microsoft work account. No extra passwords.
Send several policies in one round, leave out people or groups, or skip those who already confirmed.
Save a cycle as a draft, or schedule it to go out on a date and time you pick.
Sort a long list into categories you name.
Give each policy a validity period and see when it is due for review.
Work on policy renewals together, with comments on the policy itself.
Let supervisors follow up with their own teams.
Every upload, version change, dispatch and confirmation is logged.
Require a signature when a more formal acknowledgement is needed.
Add questions recipients must answer before they can confirm.
Your logo, message and color on everything recipients see.
When a cycle goes out, a message with the deadline and a link to the portal can land in the channels you choose.
Choose whether your data lives in the EU or the US.
Added to a Standard plan when you need them. See pricing
A secure personal link takes each recipient straight to the policies assigned to them. Nothing to sign up for, nothing to remember, nothing to install. That is why the people who are hardest to chase still confirm.
Customize it with your own logo, message and color. Drag the handle to compare.
A customer, a partner, head office or an auditor: whoever asks, the record is there the moment you need it. A certificate for one person or the whole organization, or a CSV/Excel log with every recipient, version and timestamp.
Click to switch format
From evaluation to organization-wide rollout.
Unlimited policies, cycles and administrators on every plan. You only pay for how many people you send to.
For small organizations, and for larger ones that want to test and evaluate the system first.
Everything you need to run policy confirmations and follow up automatically.
For organizations that require delegated governance, multiple entities, or tailored compliance workflows.
Added to a Standard plan when you need them, priced by its size and billed with it.
Short interactive courses on security, privacy, AI and conduct, confirmed with the policies. Four today, more coming.
All courses included, the ones still to come too.
About LearningAsk your policies a question and get the answer with the policy and page it came from. Try it free with 20 questions.
150 pages of policy text on every tier. More pages or questions can be added.
About Policy IntelligenceClear answers about acknowledgements, confirmations, and the records they leave behind.
Guides, templates, and best practices for policy management and compliance.
Second October release: ask your policies a question, courses people finish, and policy categories
Policy Intelligence answers questions from your own policies, with the policy, version and page it came from. Learning adds four interactive courses people complete and confirm with the policies. And policies can now be sorted into categories.
Read more: Second October release: ask your policies a question, courses people finish, and policy categoriesOctober 2026 release: a policy portal for every employee, and a deadline for every person
A policy portal where everyone finds every policy that applies to them, a deadline for each person instead of one for the whole cycle, and a message in Teams or Slack when a cycle goes out.
Read more: October 2026 release: a policy portal for every employee, and a deadline for every personSeptember 2026 release: one record per person, and your brand on every request
Open any person and see every policy they have confirmed, across every cycle, old and new versions side by side. And recipient emails and confirmation pages that carry your logo, your message and your color.
Read more: September 2026 release: one record per person, and your brand on every requestHow to automate policy distribution when onboarding new employees
New hires should receive their policies because they were hired, not because someone remembered. Here is how to wire policy distribution to the moment an account is created, and what the record looks like afterwards.
Read more: How to automate policy distribution when onboarding new employeesEssential IT policies: the documents to have, and how to prove they were read
A working set of IT policies is smaller than most templates suggest. This is the list, what each document has to cover, who has to acknowledge it, and what the evidence looks like afterwards.
Read more: Essential IT policies: the documents to have, and how to prove they were readSecond July release: Your message, your logo, your colors
Recipient emails and confirmation pages can now carry your message, logo, and brand color, while the acknowledgement record and audit trail stay unchanged.
Read more: Second July release: Your message, your logo, your colorsWant a demo, or wondering how it would fit the way you work? Get in touch at:
