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Policies and Procedures

Simplify policy creation, updates, and employee certification

Policies and Procedure

Products for Policies and Procedures

Documents

Work together in the same document—at the same time—with controlled formatting, full audit history, and linked data.

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Linking

Link data between workbooks, documents, and presentations. Change once, update everywhere.

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Certification

Create and and automate complex sign-offs surveys, and certifications for any process.

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Policies and Procedures: A Typical Wdesk Workflow

1

Create and edit policies and procedures

Create a new document or import previous policy and procedure documents. Customize with style guides and company logo for a branded look and feel.

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2

Link content

Link text from newly created policies and procedures to other documents for consistent language everywhere.

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3

Route for review

Send a digital review to legal or executive leadership using track changes, blacklines, and automatic comment aggregation. Mark significant versions as milestones, and publish in Binders for convenient distribution.

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4

Send for Certification

Send new or updated policies and procedures for employee certification. Send to individual employees, or create a group to send to all new hires at once.

Policies and Procedures

Simplify policy creation, updates, and employee certification

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