Policy and Profile Document Management

With ComplyWorkshop, you can manage many forms of documention about your business, but the two most important types are Policies & Procedures and Business Profiles.  Both serve as a key foundation for

• Making sure your business is following rules and regulations regarding security and privacy
• Sharing key information with your business partners
• Responding to Security Questionnaires

Why build documents with ComplyWorkshop Document Builder?

Building and editing these documents with the ComplyWorkshop Document Builder provides several distinct advantages –

• Document Components can be searched and linked as responses to SAQ questions.
• Document Components can be selectively shared online with partners
• Document Components can be embedded in your website pages
• Document Components can be linked with regulatory standards like HIPAA which you can track in our Standards Dashboard

ComplyWorkshop Document Builder

• Text can be edited and formatted with our easy-to-use WYSIWYG HTML Editor
• Rearrange sections and blocks of text using drag and drop
• Track edits, changes and status of Documents and Document blocks
• Sections and Blocks of text can be selectively shared as links with your partners
• Documents can be exported as PDFs and Word documents