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[Xoralia - SharePoint policy management software Discussions](https://www.g2.com/products/xoralia-sharepoint-policy-management-software/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_ac2c4f974672a5fca69eb4363de255a9/xoralia-sharepoint-policy-management-software.png "Product Avatar Image") ![Reward for good Xoralia - SharePoint policy management software reviews](https://images.g2crowd.com/uploads/report_medal_translation/image/39118/medal.svg "Reward for good Xoralia - SharePoint policy management software reviews") ](/products/xoralia-sharepoint-policy-management-software/reviews) [ Xoralia - SharePoint policy management software ](/products/xoralia-sharepoint-policy-management-software/reviews) (46)4.6/5 Xoralia is compliance management software built natively for Microsoft 365, SharePoint and Microsoft Teams. It controls your policies, procedures, SOPs and controlled documents, automates review and approval workflows, evidences employee attestation with competency checks, and gives auditors instant, timestamped evidence by employee, version and date. Most organisations don’t struggle to write policies. They struggle to control them. Version confusion, missed reviews, and endless email chasing turn compliance into a high-risk, time-consuming burden. And as employees increasingly ask AI assistants policy questions, ungoverned documents become an AI risk, not just a compliance one. Xoralia automates the entire controlled document lifecycle, because compliance should be automated, not administered. Why teams choose Xoralia: - Built into Microsoft 365 - Xoralia deploys into SharePoint and Teams, with Entra ID single sign-on and your existing Microsoft 365 permissions. - No separate portal, no duplicate document store, no migration. - AI-ready by design - a governed, always-current policy library gives Microsoft 365 Copilot and AI agents a trusted, authoritative source to draw from, so employees get answers grounded in approved documents rather than out-of-date copies scattered across your tenant. - Attestation with proof of understanding - electronic attestation, competency checks with question pools and pass marks, conflict of interest declarations, and automated email and Teams reminders and escalation. Attestation rates average 84%, up to 99%. - Controlled document library - a single, searchable source of truth with version control, evergreen links to the current version, metadata tagging, collections, global policies with local variants, audience targeting via Entra ID groups, and multilingual support. - No-code approval workflows - visual workflow builder with drafting in Word, sequential or parallel approvals, retirement and archiving, download controls and a complete audit trail. - Instant audits - a live, org-wide compliance dashboard showing attestation rates and trends, document status, reviews and approvals and orphaned documents, plus line manager views, exportable reports and timestamped records for every document. - Deep Microsoft 365 integration - dedicated Teams app, ~20 SharePoint web parts, Viva Connections cards, Entra ID SSO, Outlook notifications. - Automated onboarding and offboarding - new joiners are assigned the right policies automatically; leavers are handled without admin effort. - Adopted by staff, so the evidence is complete - reviewers consistently highlight how readily users take to Xoralia, which is why attestation records are complete rather than patchy. - Extensible and customisable - documented API and webhooks allow integration with HR systems, Power BI and your other enterprise systems. Xoralia is trusted by mid-market and enterprise organisations in financial services, healthcare and life sciences, manufacturing, energy, education, engineering, government and non-profit - anywhere policies, procedures, SOPs and controlled documents must be evidenced, not just written, including against ISO 27001, FCA, CQC and GxP requirements. LifeArc went live for 500 employees in three days and used Xoralia to support its ISO 27001 certification, and other customers include Gama Aviation and UK Anti-Doping. It also supports quality teams running a QMS with document control and training records. End users need no formal training, and smaller organisations are live within days. Learn more: https://xoralia.com/policy-management-software/ Book a demo: https://xoralia.com/book-a-demo/ Free trial (full access, no credit card): https://xoralia.com/xoralia-free-trial/ Frequently asked questions How do I prove policy compliance to an auditor? Xoralia records every review, approval, version change and attestation with a timestamp, so you can show an auditor exactly who attested to which version and when. The compliance dashboard gives a live, org-wide view of attestation rates, document status and overdue reviews, and records can be exported as audit evidence. LifeArc used Xoralia to support its ISO 27001 certification. What is the best compliance management software for SharePoint? For organisations that run on Microsoft 365, Xoralia is purpose-built compliance management software that deploys into SharePoint and Microsoft Teams rather than sitting in a separate portal. It combines controlled document workflows, attestation with competency checks and audit-ready reporting in one specialist product. Can Xoralia manage SOPs and controlled documents, not just policies? Yes. Xoralia controls policies, procedures, SOPs, standards and other controlled documents through the same lifecycle of drafting, approval, publication, review and retirement. Nature’s Sunshine uses Xoralia for manufacturing SOPs, with documented attestation and competency checks. How does Xoralia prove staff understood a policy, not just read it? Competency checks attach questions to the attestation, with question pools and pass marks, so you have evidence of understanding as well as receipt. Owners can write the questions themselves or generate them with the optional AI Quiz Builder, reviewing them before use. How does Xoralia support AI governance and Microsoft Copilot? Approved, attested policies in Xoralia give Microsoft 365 Copilot and AI agents a current, controlled source to answer from, rather than outdated copies across your tenant. Organisations can also publish their AI acceptable use policy and have staff attest to it, so there is evidence everyone understands how AI tools should be used. Which regulated sectors use Xoralia? Xoralia is used across financial services, healthcare and life sciences, aviation, manufacturing, education, government and the charity sector, by teams working to FCA, CQC, ISO 27001, GxP, HSE and Charity Commission requirements. Customers include LifeArc, Gama Aviation and UK Anti-Doping. How long does Xoralia take to implement? Xoralia installs into your Microsoft 365 environment, and smaller organisations are typically live within days. LifeArc went live for 500 employees in three days. Larger rollouts take longer depending on how many documents, workflows and libraries are brought across. Show More * * * ### 80.0 Nps Score Already have Xoralia - SharePoint policy management software? ### All Xoralia - SharePoint policy management software Discussions Search Most CommentedMost HelpfulCommon QuestionsNewest All DiscussionsDiscussions with CommentsCommon QuestionsDiscussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Common Questions Newest Filter by All Discussions Discussions with Comments Common Questions Discussions without Comments ![Alain B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Alain B.") AB Loading... [Alain B.](https://www.g2.com/users/711cb3eb-6ff4-4cba-9378-901d40cb4716 "Alain B.") • 3 days ago Head of Infrastructure & Deputy CTO Head of Infrastructure & Deputy CTO More Options - [ # How intuitive is Xoralia for occasional users in a SharePoint policy workflow? ](/discussions/how-intuitive-is-xoralia-for-occasional-users-in-a-sharepoint-policy-workflow) We’ve had a strong experience with Xoralia thanks to its seamless SharePoint integration, ease of use, and clear visibility into document ownership, review cycles, and compliance. It’s helped us keep policies and controlled documents consistent across SharePoint, spend less time on manual... 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