Policy & Procedure management

Prepare, distribute, and gain acknowledgment of important policies, procedures, SOPs, work instructions, manuals, and more.

Replace manual tasks with automated actions in policy management

Governance, risk, and compliance program management are all improved using electronic document control to manage policies and procedures. Document Locator provides a comprehensive approach that is document-centric and regulates the entire lifecycle of company policies and procedures.

Track policies without spreadsheets
Get rid of spreadsheets

Track results, not spreadsheets

Quality managers and document control professionals have an efficient way to manage quality documents and more.
Policy management

Automate policy management

Prepare, distribute, and gain acknowledgment of policies, procedures, SOPs, work instructions, manuals, and more.
Quality and Compliance

Improve quality & compliance

A Windows-based document control system for compliance with regulatory standards like ISO, SOC, FDA, AS9100, ITAR, NIST/CMMC.
Required Reading

Send for required reading

Send documents and capture a record of acknowledgements that recipients have read and understand.

Capture a record of receipt and acknowledgement

Policy and Procedure Management Features

Reporting & auditing

Capture a record of policy acknowledgement and view reports indicating who still needs to confirm.Learn More »

Version control

Manage the development of policies and capture a record of changes over time with versioning.Learn More »

Security & publishing

Manage policy development in a secure structure, and publish policies for staff to have self-service access.Learn More »

Records Policies

Apply digital records management to policies and set review dates for policy reviews, updates, and expirations.Learn More »

Digital Signatures

Optionally add digital signatures that become part of the record stored in the employee file.Learn More »


Use workflow to manage the review and approval of new or updated policies prior to publishing.Learn More »


Find the policies you need fast with instant full-text and metadata searching.Learn More »


Keep policies consistently named and organized with auto-naming and auto-filing tools that eliminate the hassles of filing.Learn More »

Document Imaging

Scan and convert existing paper-based policies and work instructions to digital format and make them fully searchable.Learn More »

Several ways to search files

Document Locator is a centralized platform for managing and distributing policies and procedures.

As revisions are made, changes are captured and reviews and approvals are recorded. When completed, electronic notifications inform those who must confirm they have read and understand.

Click to view screenshots

Policy approval with DocuSign

Completed policies can be routed to DocuSign for signature. Approvers are notified via email to sign the policy in DocuSign. Once signed, the policy is published in Document Locator and routed for required reading.

Click to view image

Ready for a Policy Management Demo?

Take the first step towards streamlining policy management with Document Locator. Request a demo today and discover how our document control solution can help your organization.

Fill out the form to get started.