Xoralia is an AI-powered, easy to use policy & procedure management system / document management solution, that helps policy owners and digital workplace teams to automate and streamline their full policy /document lifecycle and workflows. Making it easier, more efficient and less time consuming for organisations to achieve compliance and minimise risk. Xoralia is designed to meet the needs of enterprises, corporate entities, and small to medium-sized businesses alike.

Xoralia's key benefits include:

• Reduced admin time associated with policy management
• Minimise risk and achieve compliance
• Build pages for your policies tailored to audiences and business needs
• Easy-to-use
• Fast installation time
• All-in-one centralised policy library

Xoralia has been built specifically for SharePoint, MS Teams, Microsoft 365, and enables users to store important documents inside their existing SharePoint libraries, whilst accessing and managing them through Xoralia’s document management tools and user-friendly front-end interface.

Document access and findability

- User-friendly policy hub for users to browse, search, filter find and read documents (single-source-of-truth)

- Build custom policy pages in SharePoint with our extensive set of Xoralia web parts

- Tailor pages to suit any business requirement

- Create custom metadata to help organise documents and make them findable

- Ask a policy question with the Xoralia AI chatbot (additional Azure costs apply)

Attestation

- Ask employees to complete attestations and quizzes on your policies and other documents

- Employees receive attestation notifications and reminders

- Compliance staff get attestation reports and audit trail

- Dashboard for line managers to check that direct reports are reading mandatory docs.

Document lifecycle

- Tailor workflows to your documents with our powerful and easy-to-use workflow builder

- Have as many steps as you want in your workflows

- Enforce the use of document templates

- Set mandatory and optional reviewers and approvers

- Use Microsoft Office apps to create your documents

- Use track changes, comments etc.

- Keep version histories of your documents

- Track actions on documents and keep an audit trail of all actions and edits

- Notifications and reminders for document owners when their documents are due for review

- Notifications and reminders for reviewers and approvers

Reporting and audit

- Detailed reporting on all key actions in the system

- Dashboards for end users, line managers, compliance managers, document owners, admins

- Option to create custom reports

Microsoft 365 integration

- Integrate Xoralia into your SharePoint intranet with Xoralia's many web parts

- Store all your policy and procedure documents in your SharePoint

- Integrate Xoralia into your Teams desktop and mobile app

- Use EntraID profiles and groups for targeting and security

- Configure and control access security to your documents

- Leverage your existing company Microsoft security policies

Getting started and support

- Set up and onboarding support is included

- Ongoing support is included

- Increase user numbers mid-term

Discover how Xoralia policy tracking system can help your organisation and book a demo at: https://xoralia.com/book-a-demo/

Try the free version now - download and create your free Xoralia account here: https://xoralia.com/xoralia-free-plan/