ComplianceBridge

Stage advisory content before publishing

Basic advisory system to provide guidance within the platform

Automatically send notices when documents or certifications are expiring

Automated reminder system for faster data collection and response rates

Develop workflows for one group, save, copy, and create tailored workflows for other groups or locations

Send reminders to users for policy reviews and other compliance tasks

Create and use pre-built workflow templates in stages

Automated workflows customized to your organization's unique processes

Capture and document policy acknowledgements with audit-ready proof

Create compliance documents and capture electronic signatures

Promote transparency and ethical standards with COI tracking and risk level assignment (1-10)

Define, document and track progress on corrective actions

Investigate and document issues with ready-made incident report forms

Pre-built corrective action plan forms that are easily customizable

Pre-built incident report forms that are easily customizable

Archive and store documents in the system

Automatically link related documents together

Import multiple documents at once in batch

Centralized certificate and license tracking with expiration management and reminder scheduling

Compare current documents with previous versions

Create, collaborate on revisions, distribute, track, and record contracts on a centralized database

Edit content using HTML formatting options

Import documents into the platform

Publish documents to users and groups

Manage source documents and their versions

Set conditional questions with text answers for more detailed risk assessment data

Create intelligent forms that trigger adaptable sequence workflows for any industry and department

Dedicated forms module for creating and managing custom forms

Create, copy and edit forms using a menu of formats, fonts and styles without coding

Build assessment and audit question sets quickly using various question types

Create and administer testing and questionnaire functionality

Ad hoc service for batch importing documents and data organization

Development resources available to help scope work, plan implementation, and customize products for unique requirements

Dedicated, experienced Client Success Manager providing hands-on assistance from day one

One-hour live training sessions with instructors included in subscription

Online training sessions provided one-on-one or in group formats

Tailored onboarding with personalization, branding, database setup, and workflow configuration

Support via phone and email

Weekly live training webinars led by instructors