Policy Management Made Easy
Centralized Control Over Policies
Forget tracking policy changes through emails and shared drives. With SimplifyIT, your policies live in one secure place - versioned, approved, and accessible.
Key Features of Our Policy Management
- Version Control: Automatically track changes with full revision history and timestamps.
- Approval Workflows: Route policy updates through customizable multi-stage approvals.
- Review & Expiration Tracking: Set review cycles or expiration dates to keep content current.
- Staff Acknowledgment: Require and track who's read the latest version. See full logs.
- Searchable & Filterable: Find the right policy fast - by department, date, or category.
Designed for Bank & Credit Union Compliance
Whether you're preparing for an NCUA or FDIC audit, or just making sure your team is aligned, SimplifyIT gives you the tools to stay compliant and confident. Export acknowledgment logs, view policy histories, and prove staff engagement - in seconds.
Need Staff Acknowledgment?
Looking specifically for tracking who's read each policy? Visit our Policy Acknowledgment page.
Explore Related Features
- Document Management - Store all internal documents and files in one place
- Internal Forms - Route policy exceptions or approval requests
- Audit Response - Export full logs and histories for examiners
