4.9/5.0 stars on G2 | Trusted by 8.000+ companies
Policy management that keeps your team aligned and audit-ready
Stop chasing approvals, tracking acknowledgments in spreadsheets, and managing disconnected documents. Formalize turns policies into structured, trackable workflows fully connected to your compliance and audit processes.
From static documents to connected, actionable policies
Policies shouldn’t live in scattered folders or spreadsheets. Formalize makes policy management centralized, structured, and reusable across frameworks, while keeping PDFs and existing documents fully supported.
With Formalize, policies become:
Centralized
Eliminate version confusion by keeping everything in one place
Trackable
Gain full visibility into approvals and employee acknowledgment
Connected
Understand how policies tie into execution by linking them to controls, tasks, and evidence
Reusable
Support multiple frameworks with a single policy to reduce duplication and effort
Features
Policy management built for operational control
Keep all policies centralized and under control
Work from one source of truth — no more version chaos. Manage all policies in a single workspace with built-in versioning and full history, so your team always works on the latest version
-
Create and manage policies easily by drafting directly in the platform or uploading existing documents
-
Keep policies up to date and controlled by automatically tracking versions and changes
-
Work efficiently with organized policy data by filtering and and structuring content through custom views
Turn approvals into structured, accountable workflows
Ensure policies move forward without chasing stakeholders. Replace email threads with automated approval flows that define ownership and keep processes moving.
-
Ensure policies are reviewed and approved consistently through multi-step workflows with assigned owners
-
Keep stakeholders informed and on track with automatic notifications and status tracking
-
Maintain full visibility into approval progress across all policies
Eliminate manual follow-up with automated acceptance tracking
Know exactly who has read and accepted every policy. Assign policies to teams and track acknowledgments automatically. No spreadsheets, no reminders.
-
Distribute policies clearly across the organization by assigning them to user groups or roles
-
Track policy adoption in real time by monitoring acceptance status
-
Maintain a complete record of acknowledgments for accountability and compliance
Avoid duplication across policies, controls, and evidence
Manage everything once, and use it everywhere. In Formalize, policies aren’t isolated documents. You can easily map policies to controls, risks, frameworks and other data points, so you can reuse them across your system and avoid duplication.
-
Avoid inconsistencies and duplicate work by managing policies in a single, connected system
-
Keep everything aligned automatically across frameworks and governance activities
“With Formalize, we went live practically on day one. Within two months, we had full coverage of our compliance needs, even over the holiday season.”
Fernando Sanz de Galdeano
CISO, Arcano Partners
Do you want to see Formalize in action? Let's have a talk
Join over 8,000+ companies already growing with Formalize