PolicyBase ® | Policy Management Software

Affordable, comprehensive Policy Management Software solution

PolicyBase ® is an affordable, comprehensive solution for managing policies, procedures and manuals. With increasing regulatory requirements and the introduction of the General Data Protection Regulation (GDPR), it is extremely important to have strong policies and procedures in place to govern your employees. As defined in SYSC 6.1 of the FCA handbook firms must “establish, implement and maintain adequate policies and procedures”. It is essential to have a robust Policy Management System in place to manage these documents.

With the GDPR (General Data Protection Regulation) enforcement date looming, organisations must ensure employees are reading and understand company policies on personal data processing.

It is crucial to ensure these documents are being reviewed and distributed to the right people and to be able to provide evidence that employees have read and understood the latest version of each document to mitigate risk.

PolicyBase is an extremely effective policy management solution providing you all with of these features. PolicyBase is affordable to all businesses, with no on-going costs after initial purchase (unless you opt for support & software assurance).

Complete with Active Directory Integration and automated management of Microsoft® Word Track Changes, PolicyBase is incredibly easy to deploy and maintain.

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PolicyBase® has all the features you need to handle change management and ensure your users read and understand your policies & procedures. We also listen to our users and integrate their feature requests on a regular basis.

Proactive Management

PolicyBase proactively manages your policies & procedures, saving your compliance team endless time. The system features automatic email notifications and an automated change management process.

Appropriate Distribution

PolicyBase ensures documents are distributed to the right people. With optional Active Directory integration, this is easy to manage. Users who are a member of a distribution group assigned to a document are notified as soon as a new version is released.

Full Audit Trail

With a full audit trail of all system activity, there are endless reports you can run for your management team and auditors. View real time data through the PolicyBase Dashboard module or view template and custom reports externally.

PolicyBase is a fully automated solution

With automated email reminders and document change management; PolicyBase will save your HR/Compliance team hours of time.

  • Full Audit Trail of All Activity

  • Two Stage Document Approval

  • Email Notifications

  • Automatic Email Reminders

  • SSO Authentication

  • Optional Exams to Demonstrate Document Understanding

  • Report Templates and Custom Reports

  • Fully On-Premise Solution

  • Active Directory Integration

  • Red/Amber/Green Status for Documents

  • Simple Setup

  • Version Control

  • Change Management, including Microsoft® Word Track Changes


Arrange a demonstration with one of our consultants and we will give you a FREE 30 day, no obligation trial.

Click here to arrange a demonstration.

PolicyBase Policy Management Software