PolicyTech software


40 reviews(4.5/5)
40 reviews(4.5/5)

PolicyTech is a policy and procedure management solution from NAVEX Global suitable for all industries including healthcare, financial services, manufacturing, retail, government, energy and law enforcement.

PolicyTech offers tools for creating new documents, updating important policies due to regulation changes and managing automated workflows through writers, reviewers and approvers. PolicyTech integrates with Microsoft Word, enabling users to edit documents directly in the solution using a browser-based interface.

Once approved, policies are delivered directly to employees with automatic attestation tracking. The solution allows employees to access necessary documents on any mobile or tablet device with search access. Should any potential issues arise, audit-ready reporting provides insight into who has viewed the documents, which versions have they attested to having read and what score they attained on the optional quizzes created for comprehension.

Supported Operating System(s):
Mac OS , Web browser (OS agnostic) , Windows 8

40 Reviews of PolicyTech

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  • Gina from Sporting Goods

    Specialty: Software / Technology

    Number of employees: 11-50 employees

    August 2018

    Clean interface and well-made software

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    This is a well-developed and nicely designed software. It has a simple and clean interface and makes document and policy organization flow seamlessly. Highly recommend this product.

    Cons

    My only complaint with this product would be the slow response I received from customer service a few weeks back.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Damon from Liberty Hospital

    June 2018

    Good policy and document control system

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Good tracking of policy versions and archiving of retired policies. Use it for forms that are used regularly. Also, for competency documentation.

    Cons

    The reviewers still have to read policies that they have worked on and know inside and out. Don't route it back to them again. Waste of time.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    May 2018

    Easy Quick

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Value for Money
    Pros

    Love! The ability to use a single platform for document storage is fantastic. A big pet peeve of mine is usage of old outdated items that are in binders for years. This is a fantastic digital storage that we can change a document once and know it will be accessible for anyone. Also that we can filter out certain staff from certain items.

    Cons

    I wish we could add tags to documents in a different way to make them more searchable. Sometimes a document can fit in to many different departments that need access. Also, training would be a nice feature to upgrade.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Susan from SYB

    Number of employees: 501-1,000 employees

    May 2018

    Great for keeping the company policies and procedures all in one place.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    All of the bank's policies and procedures are kept in a centralized location.

    Pros

    I like that it has everything in one place. Every department used to keep there own, and I think that centralizing our policies and procedures in PolicyTech has been a great move.

    Cons

    The software takes a little getting used to on where the buttons are to read and approve the policies, but it just takes a little getting used to.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Kelsey from Rural Health Group, Inc.

    Number of employees: 51-200 employees

    May 2018

    Gets the Job Done

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    I wouldn't say policytech is the top notch software to house your policies, but it definitely gets the job done. It serves its purpose for our company and it is easy to run reports to see who has not completed their assignments.

    Cons

    Only complaint would be that I wish it had more features instead of just hosing our corporate policies.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Chad from Stock Yards Bank & Trust Company

    Number of employees: 501-1,000 employees

    March 2018

    Policy Tech has offered us a much needed solution for housing our policies and procedures.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    This product helped our company centralize our policies and procedures and implement a system of responsibility for keeping them in good order.

    Pros

    The software is very intuitive. It is a great tool for not only centralizing policies and procedures but also for implementing controls that help keep things up to date and accurate. This helps keep employees informed and educated on the things they need to perform their job at the expected level.

    Cons

    The software does not appear to have the ability to "speak" to other documents that have been submitted. For example, if there is a company-wide policy or procedure that has been uploaded in multiple places, there is little chance that the "true" or most updated/correct version will be shared with everyone. The burden of determining redundancy or duplicate documents is on the users.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Stan from CIH

    Specialty: Software / Technology

    Number of employees: 11-50 employees

    March 2018

    The search feature is great

    Ease-of-use
    Functionality
    Quality
    Support
    Pros

    PolicyTech helps my team with a lot of inbuilt functionality. The search feature looks great and helps finding the required notes easily.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Amanda from Spectrum Health

    February 2018

    This has been a great document management software

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Traceability of documents and ease of looking for previous version or changes that were made. As well as electronic approvals from required people.

    Pros

    I love the traceability this software has. You can see who has reviewed approved and rejected documents along with what was said for each step of the way. It is very nice for seeing who in our department has read a given document or what previous versions looked like or were linked to other documents. This has been great to be able to show our accreditation body.

    Cons

    It can be cumbersome or clunky sometimes. As we are a large organization we have a lot of documents stored in this system as well as historical records of documents for at least 5 years.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Matt from WebWorld

    Specialty: Software / Technology

    Number of employees: 11-50 employees

    January 2018

    Helps with updating documents on the web browser

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    PolicyTech integrates well with the Microsoft documents. The documents can be updated using a web browser and we do not need tom update these by installing MS office applications.
    PolicyTech helps us to review and understand who has viewed the document for the reporting purpose.

    Cons

    Great tool to manage online documents. Provides better security and revision control. Helps reviewing the users who has accessed the documents.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Linda from PSCU

    Specialty: Banking & Mortgage

    Number of employees: 501-1,000 employees

    November 2017

    Efficient, Familiar, and Succinct

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    NAVEXGlobal's document management solution, PolicyTech, is a wonderful system for any organization that is looking to implement controls over their documents without spending a fortune. The interface is user friendly and simple to learn for anyone who is accustomed to using folders on a computer. Navigation is straightforward and easy to understand. The approval workflow is customizable and allows for a wide range of variations. One of my favorite features is the Questionnaire that can be added to any document. This simple tool allows management to confirm that employees have actually reviewed the information that they need to know.

    Cons

    While the system has robust abilities for management of documents, the interface is not very customizable. What you see is what you get.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Steve from ITH

    Specialty: Software / Technology

    Number of employees: 11-50 employees

    October 2017

    Helps to manage my important documents

    Ease-of-use
    Functionality
    Quality
    Support
    Pros

    PolicyTech is a great tool to keep important documents. I can easily upload my important office documents which include the RFP, MSA etc. it can store documents as long as you want. The tool helps with a number of other things and has a better user interface.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Jeremy from Loma Linda University Health

    December 2016

    Gets the job done

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    I've been using PolicyTech in an administrative capacity for the past three years. Overall I've been satisfied with the tool; it gets the job done. The major challenge we experience is the lack of consistency in our desktop environment that leads to various UI issues depending on the browser, WordPlus module version, etc.

    Review Source: Capterra
  • Jeremy from Loma Linda University Health

    December 2016

    Certainly evolved in the past few years

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    The hosted application is very easy to configure and workflow development is a breeze once the user information has been set up correctly. The benefit I have seen with this software is that technical support is very fast to respond and eager to solve your issues as quickly as possible to keep your instance moving along. I appreciate the updates to the application interface to make everything as easy to use for primary power users. Definitely worth the investment for a large enterprise with multiple sub-companies and thousands of users. Keeping track of policies and being notified for updates is crucial to my industry vertical.

    Review Source: Capterra
  • Ken from Superkengaming

    Specialty: Software / Technology

    Number of employees: 1 employee

    November 2016

    A Bit Old School

    Ease-of-use
    Functionality
    Quality
    Support
    N/A

    PolicyTech will give you all you need for the most part, and there is a 30 day trial to try things out before you commit.. But there seems to be no fixed pricing, it must be requested. (What is this, 2003?) But is customizable to fit your companies needs.

  • Jeff from Google Search Tips

    Specialty: Software / Technology

    April 2016

    Great support and effective management

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    This vendor has good support team and provides quick responses. It can be helpful to manage images and video documents.

    Cons

    I would like this to be integrated with CMS sites (like WordPress etc.) It will allow keeping images uploaded directly from the wordPress admin.

  • Alan from Ftech int.

    Specialty: Software / Technology

    April 2016

    Great digital media manager

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    I keep my signed agreement documents on this App. It’s a great way to keep agreements and I don’t need to search for files anymore on various places. It seems a great digital media manager.

    Cons

    It works great and provides all required features to me.

  • Nicole from ITHACA

    Specialty: Software / Technology

    April 2016

    Backups can be made online now!

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    With policytech, I can keep my files backup online and access from anywhere. This software helps with keeping my important documents and images secure. No need to worry about keeping files on my local drive.

    Cons

    UI seems with old design. It can be improved with latest design approach.

  • Pankaj from ITG

    Specialty: Pharmaceuticals

    March 2016

    My data is backed up using this tool

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    This software helps me to keep my data backed up on the internet. I can use my data files when needed. The files are kept securely on the online servers (Not sure where exactly), but the good thing is that I can use them anytime. It also let me share files as needed and helps me with collaboration with others.

    Cons

    I guess everything is fine with this software. But the support system can be a little better. I would also like the price to be little less than what it is. Free trial time should be extended.

  • Hina from Information Technology and Services

    Specialty: Media

    March 2016

    Best content management tool

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    It seems the best content management tool to me. Number of other tools provide a lot of features. But Policytech is easy to use and user friendly. I use it just because it is quick to learn and easy to use. The functionality works great and does not throw any performance issues as well.

  • Suraj from ITG

    Specialty: Software / Technology

    March 2016

    Documents Collaboration and management tool

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    We have been able to manage our documents (Business docs and agreements), on the Policytech application. The docs can be uploaded easily and can be uploaded with slow connections as well. Files can be downloaded when needed.

    Cons

    Multi file upload functionality needs some improvement. I can upload files one by one easily. But Once I drag several files together, it slow down the upload time.

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