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PolicyTech® Policy & Procedure Management: Third Party Module

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Datasheet
PolicyTech® Policy & Procedure Management: Third Party Module
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About this Datasheet

PolicyTech’s Third Party Module enables administrators to invite and manage contacts in their program, whether the contact is inside or outside of the organization.

  1. For anyone responsible for:
    Developing and distributing policies to external vendors/business partners
  2. What you'll learn:
    • How to enable administrators to invite and manage internal and external contacts in their program
    • Key features and benefits of PolicyTech’s third party module

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PolicyTech Policy & Procedure Management: Third Party Module

Enable Your Third Parties to Attest to Policies

People outside of your organization such as vendors, freelance workers, contractors and auditors often need to access your internal policies and procedures to provide input on the creation of a policy or attest to certain documents. However, many document and policy management systems do not allow external users to enter an organization’s system. Because organizations are responsible for the actions third parties working on the their behalf, this could expose the organization to unnecessary liability and risk. Ensuring that outside parties have easy and appropriate access to documents in your policy management system helps mitigate risk from third party actions.

The PolicyTech Solution

As a part of NAVEX’s PolicyTech solution, the Third Party Module enables administrators to invite and manage contacts in their program, whether the contact is inside or outside of the organization. The Third Party Module allows administrators to upload contacts individually or as a group, so these parties can be integrated into an existing workflow that has already been established in PolicyTech.

Feature Benefit
Add Vendors as an Accounts Give outside vendors the ability to access documents within your PolicyTech instance.
Add Third Party Users through an Excel Import No need to retype contacts into the system. Simply import a spreadsheet of contacts.
Assign Third Parties to Write, Read or Attest to a Document Integrate third parties into the workflow you already have set up within your system.
Notify Third Parties by Email Keep third parties up to date with notifications and alerts on tasks and policies.
Group Third Parties for Automated Document Management Manage multiple vendors as a group to assign them to particular workflows or document permissions without having to manually enable permissions for each individual.
Compatible with SharePoint™ PolicyTech enhances an organization’s SharePoint environment with specific policy management capabilities. For example, the PolicyTech federated search helps you easily locate policies within SharePoint.

About NAVEX

NAVEX’s GRC software and compliance management solutions support the integrated risk, ESG and compliance management programs at more than 13,000 organizations worldwide.