Features

Smart features built for clarity and control

Everything you need to manage policies faster, stay audit ready, and reduce admin – all inside Microsoft 365.

The only way to deliver Policy Management in SharePoint

Built for Microsoft 365, Policy Express gives you structured, automated Policy Management without the complexity, helping teams work efficiently and find the right policies fast.

Effortless policy control

Manage policies in one place, from authoring and approvals to publishing and tracking acknowledgements.

Faster to value

Pre-built for SharePoint, Policy Express avoids lengthy setup and gets teams working faster.

Ready for audit

Create a clear audit trail of actions, ownership, version history and attestations so you’re always prepared.

Faster approval cycles

2-4x

Automated routing removes bottlenecks and delays.

Countries deployed

Implemented across North America, Europe and Asia.

Users benefiting

78k+

Teams can find the right policies quickly and confidently.

Time to launch

Weeks to deploy, configure, train and populate.

Creation

Create policies with structure and control

Set your team up for success with templated documents, version control, and content classification.

Start from your templates or upload directly

Auto-assigned unique reference numbers by department and type

Tag documents for easy search and reporting

Approval

Approve policies with structure and control

Workflows support common approval scenarios, from department managers to board and committee level signoffs.

Easy user interface to launch the approval process

Enable two-step approval with full audit trails

Benefit from delegated and proxy approvals

Publish & Find

Make policies easy to find and use

Remove confusion with a controlled publishing process that ensures the correct version reaches the right audience every time.

Find documents fast with filters and metadata

Promote important updates through News

Use Policy Bot for natural language AI search

Acknowledge

Capture and track policy acknowledgement

Assign policies to groups or individuals and report on which specific version has been acknowledged by each employee.

Target specific teams or departments

Capture digital confirmation within the browser

View acknowledgement status in real time

Feedback

Capture feedback and risks on your policies

Make it easy for staff to flag issues or request changes so you can address risks before the impact escalates.

Simple forms capture clarifications and risks

Logged and routed to the right policy owner

Supports continuous improvement

Review

Stay compliant, review policies before they expire

Ensure nothing slips through the cracks with automated reminders and through your dashboard giving complete visibility of upcoming reviews.

Assign document owners for each policy

Schedule automated review alerts and emails

Full visibility of overdue and upcoming reviews

Monitor

Stay in control with clear oversight

Track the full policy lifecycle across your organisation with dashboards that highlight ownership, compliance status and overdue actions.

View compliance metrics in Power BI

Identify missing owners or overdue actions

Spot trends with aggregated platform data

Frequently asked questions

What approval types does Policy Express support?

Approval workflows include one-stage and two-stage approvals, delegated/proxy approvals, and non-material change.

How is publishing managed?

Once approved, policies are converted into PDF (when configured in the workflow) and published to an employee-facing library, ready for search and distribution.

Does Policy Express include AI features?

Yes. Optional AI features enhance findability with the Policy Bot, strengthen search with AI-generated summaries, and improve awareness through the News Agent.

Are published policies indexed by Copilot and Microsoft Search?

Yes. If end users have the right permissions and correct Microsoft licences, published policies can be surfaced through Microsoft Search and Copilot interfaces.

Experience Policy Express in action

Discover how Policy Express simplifies policy management, boosts compliance and reduces administration inside Microsoft 365.

Request a Demo