Powerful Document & Policy Management

Policy Management 2017-10-04T08:17:23-07:00

Policy Management on your Financial Intranet is a centralized policy repository that holds all of your company policies and manuals in one location for employees to easily search for and retrieve.  Choose to attach files or use our wiki-like web docs, and add tags to make content even easier for your employees to find.

Part of document and policy management is ensuring up-to-date revisions and changes are made, keeping your content fresh and relevant.  With our scheduled review process, content managers will be notified when their document or policy needs to be revised. To see what other Document and Policy Management tools are available on our Financial Intranet, request a personalized demo.

Financial Intranet - Searchable Policy Management

Simple Search for Policies

The policies and procedures on your intranet are typically being used by employees on a regular basis so it is necessary to ensure they are easy to find. Enterprise Search ensures that your employees will find the content they are looking for, whether their search terms are contained in the documents title or within the document itself.

Flexible Policy Management

Your documents, procedures and policies may come in the form of uploaded files, or you may want to type them in directly onto the intranet in a wiki-like web doc. Either way, our flexible Policy Management allows you to upload and post content in whichever way makes the most sense for your bank, credit union or other financial institution.

Financial Intranet - Procedure and Policy Management

Upload policies and procedures in whatever format works best for you.