Policy & Procedure Management for Creatio
A unified policy and procedure management solution built on Creatio to automate the full document lifecycle—from creation and approval to tracking, versioning, and e-signature—ensuring compliance, visibility, and secure access
Overview
Product overview
Product description
The Policy & Procedure System (PPS) for Creatio is an advanced, centralized solution designed to streamline the complete lifecycle of policy and procedure management. Built on the robust Creatio platform, it addresses the challenges of scattered documentation, version control issues, and inefficient manual processes. PPS unifies document control, enhances security, and promotes seamless collaboration among departments, enabling organizations to maintain compliance and governance effortlessly. With cloud-based or on-premise deployment options, the solution ensures accessibility, standardization, and secure storage through integration with OpenText Content Server.
Key Features
Policy Management Dashboard Overview
The dashboard provides real-time tracking and visualization of policy and procedure activities, including document creation, approvals, revisions, and acknowledgments, allowing organizations to monitor and manage the status of their policies effectively. It features detailed reports, drill-down capabilities, and policy status indicators to enhance visibility, improve compliance, and support timely decision-making across all departments.
Automated Policy Approval & Publication Workflow
The policy circulation workflow ensures that each policy passes through multiple approval stages with systematic tracking, maintaining transparency and accountability. Once all approvals are completed, the policy is officially published as the authoritative version for organizational use.
Centralized Policy Repository for Policy
The centralized policy repository is a foundational feature that provides a single, secure source of truth for all policies, eliminating the need to manage documents across network drives and email inboxes. It stores all policy documents in one searchable location with advanced filtering options, allowing users to quickly find policies by type, department, status, or keywords.
Pricing
Monthly
Annual
Standard
$
25.00 user / month
billed annually
Terms and Conditions
By installing this product you agree to terms and conditions outlined in the license agreement.
Pricing FAQ
How does pricing work?
What currencies are accepted for payment?
Do the listed prices include taxes or discounts?
Does the listed price include the cost of the Creatio Platform plan?
Support
Support is available for this application
Support is provided by the developer within the “Basic” and “Business” packages. Detailed information about the support packages and the support terms can be found on the Creatio website.
Installation
Resources
Data sharing
- By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.
- The App Developer will process your data under their privacy policy.
Versions
Versions history
Version
Compatibility
Release date
1.0.0
8.2.1 and up
Manual app installation
- Open the needed app → the Packages tab - download the Markeplace app files.
- Click in the top right → Application Hub
- Click New application. This opens a window.
- Select Install from file and click Select in the window that opens.
- Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.