Policy Workflows

Policy Management & Acknowledgement

Our policy solution ensures your staff not only see your policies, but internalize them — and gives you audit evidence to prove it.

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Why Policy Management Matters

Policies are foundational to compliance, governance, and risk management. But having policies is not enough — your organization needs a system to:

Distribute policies to the right people

Track acknowledgements (who read / accepted)

Enforce periodic reviews and updates, and

Tie policies to learning/training for context and retention.

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Policy Workflows

Central Policy Repository

Store your organization's policies (e.g. Code of Conduct, Data Privacy, Acceptable Use, Workplace Safety) in one secure, versioned hub
Link policies directly to microlearning modules or compliance training

Policy Workflows

Automated Acknowledgement Workflow

Distribute new or updated policies to relevant users with audit trails
Request digital acknowledgements, with automatic reminders to those who haven’t acknowledged

Policy Workflows

Review & Renewal Cycles

Automate policy versioning and notifications when policy is due for update
Maintain historical archives of past versions and acknowledgements

Policy Workflows

Reporting & Compliance Insights

Dashboard showing who has acknowledged, outstanding acknowledgements, and overdue policies
Exportable logs and records for internal audits or regulatory review

Policy Workflows

Policy + Training Integration

Tie policies to relevant microlearning modules for reinforcement
Boost retention: employees see why the policy matters in action, not just as a document

Use Cases & Benefits

New hire onboarding
‍Ensure every new employee reads essential policies on Day 1

Policy updates
Push changes with acknowledgement request and tie to refresher training

Regulatory audits
Provide verifiable records of policy dissemination and employee acceptance

Compliance programs
‍Anchor your training and policy stack to minimize risk exposure

Getting Started

A Simple Guide to Begin

Upload or customize policy templates:

Use Drip7’s preconfigured templates (e.g. privacy, code of conduct) or upload your own documents.

Map policies to roles / departments:

Specify who must see and sign which policies.

Set acknowledgement workflows:

Configure reminders, deadlines, and escalation workflows.

Link policies to training modules:

After acknowledgment, assign relevant microlearning sequences for deeper understanding.

Monitor compliance & export reports:

Use dashboards and export logs for audit, review, and follow-up.

Policy Management & Acknowledgement

Why Policy Management Matters

Central Policy Repository

Automated Acknowledgement Workflow

Review & Renewal Cycles

Reporting & Compliance Insights

Policy + Training Integration

Use Cases & Benefits

Getting Started

Upload or customize policy templates:

Map policies to roles / departments:

Set acknowledgement workflows:

Link policies to training modules:

Monitor compliance & export reports:

Ready to See It in Action?

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