Policy Review Reminders

Set it and stay compliant. SimplifyIT lets content managers assign reminders to any intranet content - from policies and procedures to forms and FAQs - helping your team stay ahead of audits and avoid outdated documentation.

How It Works

  • Flexible Review Schedules. Set reminders for annual, semi-annual, or custom timeframes.
  • Smart Notifications. Reminders go to the assigned reviewer with links to the content and revision options.
  • Built-in Logging. Every review reminder is recorded in the content's activity log, creating a clear compliance trail.
  • Bulk Management. Review schedules can be set during upload or added later to existing documents.

Why It Matters

Financial institutions must prove that critical documents are kept current. These reminders make it easy to demonstrate due diligence - no spreadsheets or sticky notes required.

Cross-Linked with Document Management

This feature is part of our broader Document Management system, where version control, access control, and publishing workflows work together to keep your content exam-ready.

Try It in Action

Schedule a live demo or watch our short video to see how policy reminders help simplify compliance.

 
 
 
 
 
On-Prem or Hosted
 
On-Prem or
 
Hosted
✓ Cloud Hosted.
✓ On Premise.
✓ Self-Hosted.

Choose what
fits your FI.
Audit Ready
 
Audit
 
Ready
✓ Documentation.
✓ Documentation.
✓ More Documentation.

Auditors and examiners love
documentation and exports,
the software abides.
Microsoft Integrated
 
Microsoft
 
Integration
✓ Entra AD.
✓ Teams.
✓ Office 365 Email.

Fully integrated.
 
Instant Search
 
Instant
 
Search
Smart, relevant
real-time, Instant
Search - restricted
by role.
Policy Tracking
 
Policy
 
Tracking
Be ready for auditors
and examiners by
tracking those policy
acknowledgements.
Smart Workflows
 
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✓ Onboarding.
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Route, track and
document.
 
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