--- title: Xoralia - SharePoint policy management software Reviews meta_title: 'Xoralia - SharePoint policy management software Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 39 reviews by the users' company size, role or industry to find out how Xoralia - SharePoint policy management software works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 39 scale: '5' date_modified: '2026-08-04' parent_category: name: Governance, Risk & Compliance url: https://www.g2.com/categories/governance-risk-compliance --- # Xoralia - SharePoint policy management software Reviews **Vendor:** Xoralia **Category:** [Policy Management Software](https://www.g2.com/categories/policy-management) **Average Rating:** 4.6/5.0 **Total Reviews:** 39 ## About Xoralia - SharePoint policy management software Xoralia is policy management software built natively for Microsoft 365, SharePoint and Microsoft Teams. It centralises your policies, procedures, SOPs and controlled documents, automates review and approval workflows, tracks employee attestation, and gives auditors instant evidence — all while your documents stay securely inside your own Microsoft 365 tenant. 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: 1) Native SharePoint architecture — documents never leave your Microsoft 365 tenant. No third-party storage, no duplication, no migration. 2) 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a trusted, authoritative source to draw from, so employees get answers grounded in approved documents rather than out-of-date copies scattered across your tenant. 3) Policy attestation wihtout the chasing — electronic sign-off, comprehension quizzes, and automated email and Teams reminders. Customers report attestation rates as high as 99%. 4) Central policy library — a single, searchable source of truth with version control, metadata tagging, audience targeting via Entra ID groups, and multilingual support. 5) No-code approval workflows — visual workflow builder with drafting in Word, sequential or parallel approvals, and a complete audit trail. 6) Audit-ready reporting — compliance dashboards, line manager views, exportable reports, and timestamped records for every document. 7) Deep Microsoft 365 integration — dedicated Teams app, ~20 SharePoint web parts, Viva Connections cards, Entra ID SSO, Outlook notifications. 8) Automated onboarding and offboarding — new joiners are assigned the right policies automatically; leavers are handled without admin effort. 9) Highly rated for usability - all types of users praise Xoralia for its intuitive interface. 9) Extensible and customisable - documented API and webhooks allow integration with your other enterprise systems. Xoralia is trusted by mid-market and enterprise organisations in financial services, healthcare, manufacturing, energy, education, engineering, government and non-profit — anywhere policies, procedures, SOPs and controlled documents must be evidenced, not just written. It also supports quality teams running a QMS with document control and training records. Zero training required for end users. Installation takes minutes; 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/ ## Xoralia - SharePoint policy management software Pros & Cons **What users like:** - Users appreciate the **ease of use** of Xoralia, finding it simple to navigate and implement in SharePoint. (12 reviews) - Users value the **streamlined policy management** of Xoralia, enhancing organization and compliance effortlessly across teams. (10 reviews) - Users commend the **efficient document management** capabilities of Xoralia, enhancing organization and compliance with ease of use. (8 reviews) - Users highlight the **efficiency improvements** of Xoralia, streamlining policy management and enhancing compliance across teams. (5 reviews) - Users highlight the **ease of implementation** of Xoralia, appreciating its user-friendly interface and seamless integration. (5 reviews) - Users commend the **seamless integrations** of Xoralia with Office 365, enhancing efficiency in policy management. (5 reviews) - User Interface (4 reviews) - Customizability (3 reviews) - Helpful (3 reviews) - Navigation Ease (3 reviews) **What users dislike:** - Users experience **limited customization** options, affecting the ability to tailor the landing page and access management. (6 reviews) - Users find the **slow loading times** frustrating, especially when trying to quickly access policies or information. (3 reviews) - Users find a lack of **missing features** in Xoralia, particularly in policy archiving and email customization options. (2 reviews) - Users find the **improvement needed** in customization options, such as naming buttons to align with company profiles. (1 reviews) - Users find the **inadequate reporting** in Xoralia frustrating, desiring more detailed insights and faster performance. (1 reviews) - Users are frustrated by the **limited automation** in Xoralia, specifically regarding the inability to edit email notifications. (1 reviews) - Performance Issues (1 reviews) - Users face **permission issues** with document access and customization, limiting the platform's usability and flexibility. (1 reviews) - Technical Issues (1 reviews) - Update Issues (1 reviews) ## Xoralia - SharePoint policy management software Reviews ### 1. Xoralia Provides Us Seamless Policy Management System **Rating:** 5.0/5.0 stars **Reviewed by:** Jacob C. | Paramedic Program Director, Mid-Market (51-1000 emp.) **Reviewed Date:** July 07, 2026 **What do you like best about Xoralia - SharePoint policy management software?** What we liked most about Xoralia was the combination of a well-designed policy management platform and an exceptional onboarding experience. The onboarding process was structured, efficient, and supported by an intuitive onboarding portal that made it easy to track progress, access training materials, and stay informed throughout implementation. The platform itself provides users with easy access to the most current version of policies, helping ensure consistency and compliance across the organization. We especially value the workflow functionality, which enables policy owners, reviewers, and approvers to seamlessly collaborate during policy creation and revision cycles. This streamlined process improves efficiency, enhances accountability, and helps ensure that all stakeholder feedback is captured before policies are published. Additionally, the Xoralia team was highly responsive and easy to work with throughout the project. Despite operating in different time zones, we experienced no communication challenges or delays. Their professionalism, support, and commitment to customer success contributed significantly to a smooth and successful implementation. **What do you dislike about Xoralia - SharePoint policy management software?** We have had a very positive experience with Xoralia overall, and there were no significant issues that negatively impacted our implementation or day-to-day use of the platform. As with any new system, there was a learning curve as users became familiar with the platform's features and workflows, but the onboarding portal, training resources, and responsive support team helped make that transition smooth and manageable. Any minor questions or configuration needs that arose during implementation were addressed quickly by the Xoralia team. Additionally, despite the time zone differences, communication remained consistent and effective throughout the process. Overall, we found very few drawbacks and have been pleased with both the platform and the level of support provided by the Xoralia team. **What problems is Xoralia - SharePoint policy management software solving and how is that benefiting you?** Xoralia has helped us solve several key policy management challenges by providing a centralized, structured, and user-friendly platform for creating, reviewing, approving, and distributing policies. Before implementing Xoralia, ensuring employees had access to the latest policy versions and maintaining a consistent review and approval process could be time-consuming. Xoralia addresses these challenges by serving as a single source of truth for all policies, giving users easy access to the most current and approved versions of documents. This reduces confusion, minimizes the risk of employees referencing outdated information, and supports compliance efforts across the organization. The platform's workflow capabilities have also significantly improved our policy governance process. Policy owners, reviewers, and approvers can seamlessly collaborate within a structured workflow, making it easier to track revisions, collect feedback, maintain accountability, and ensure the appropriate approvals are obtained before publication. This has streamlined the policy lifecycle and reduced the manual effort previously required to manage reviews and approvals. In addition, Xoralia's SharePoint integration allows us to leverage our existing Microsoft ecosystem while enhancing document control, visibility, and governance. The result has been greater efficiency, improved compliance, better user adoption, and increased confidence that employees are accessing accurate, up-to-date policy information whenever they need it. **Official Response from Dan Hawtrey:** > Thank you for your kind words and detailed review. Do please let us know of any issues or feature requests as you use the tool more. Also look out for new releases which we hope you find useful and practical. ### 2. Highly Effective Policy Management with Seamless SharePoint Integration **Rating:** 4.5/5.0 stars **Reviewed by:** Brandon P. | Director of Technology and Information Security, Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2026 **What do you like best about Xoralia - SharePoint policy management software?** I love that Xoralia extends SharePoint rather than replacing it, keeping documents in our existing libraries while maintaining version history, permissions, and retention. The attestation and read tracking provide real evidence instead of chased email confirmations, and having audit and exam artifacts readily available is incredibly useful. I also appreciate the native SharePoint integration, which reduces the 'where do I find the policy' questions significantly. The fact that it was a straightforward decision for our institution, already invested in Microsoft 365, and that it has held up in practice is reassuring. The implementation team and customer support were great to work with, and the process was smooth. It's much easier for users to find things now compared to before. **What do you dislike about Xoralia - SharePoint policy management software?** The only con, and it's a small one, is that some of the workflows or areas take a few more clicks than I would like, and that's the extent of my complaints. **What problems is Xoralia - SharePoint policy management software solving and how is that benefiting you?** I use Xoralia to extend SharePoint for policy management, solving read tracking and attestation issues. It simplifies audit processes, maintains document integrity, and integrates easily. Plus, it consolidates our software, making policy access easier for users while eliminating maintenance of multiple systems. **Official Response from Dan Hawtrey:** > Hi Brandon - thanks for your kind words. Regarding the workflows and the number of clicks required to set them up - if you have any usability ideas on this then do please share them with our team. We listen carefully to what customers ask for and ideas are always welcome! Best regards, Dan ### 3. Effective Policy Governance Backed by Outstanding Support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** July 24, 2026 **What do you like best about Xoralia - SharePoint policy management software?** Xoralia has been a solid addition to our organisation. The platform is easy to use, offers strong workflow and document management capabilities, and has helped improve the way we manage policies and governance documentation. It provides a user-friendly experience for users, document owners, and administrators alike, making its adoption straightforward across the organisation. The implementation was smooth, and the support team was helpful and responsive throughout the process. While no platform is perfect, Xoralia has met our key requirements and delivered tangible improvements in efficiency, visibility, and control. Overall, we have had a very positive experience and would recommend it to other organisations seeking to modernise their document governance processes. **What do you dislike about Xoralia - SharePoint policy management software?** The main area for improvement would be the flexibility of some configuration and reporting features, which can occasionally feel limited for more complex organisational requirements. However, these are minor issues and have not impacted the overall positive experience with the platform. **What problems is Xoralia - SharePoint policy management software solving and how is that benefiting you?** Xoralia has helped us address the challenges of managing policies and controlled documents across multiple owners, review cycles, and approval processes. Prior to implementation, maintaining document currency, tracking reviews, and ensuring staff were accessing the latest approved versions required significant manual effort. Xoralia has centralised our policy management processes, automated review and approval workflows, improved document visibility and ownership, and strengthened governance controls. This has reduced administrative overhead, increased compliance with review requirements, improved user access to current information, and provided greater confidence that our organisational policies are accurate, current, and well managed. **Official Response from Dan Hawtrey:** > Hi - thank you for your feedback. Please be sure to share the requirements you have around configuration flexibility with your main Xoralia contact. We listen carefully to what customers want and are always implementing feature requests. As for the reporting features, we will soon be going live with enhanced reporting tools. Watch this space! ### 4. Policy management portal utilizing your existing SharePoint environment **Rating:** 5.0/5.0 stars **Reviewed by:** Aaron N. | Security Systems Architect, Mid-Market (51-1000 emp.) **Reviewed Date:** July 10, 2025 **What do you like best about Xoralia - SharePoint policy management software?** Experienced and novice policy management administrators will find that the platform is quick to setup, easy to learn, and easily adopted by employees. Platform provides complex policy review workflows and lets you quickly publish approved policies to employees using existing Active Directory groups. Overall, the platform performs as advertised and can even be used as a basic document management solution. Our company has successfully used Xoralia to convert our manufacturing SOPs from paper to a fully digital process including knowledge confirmation utilizing the included quiz function. **What do you dislike about Xoralia - SharePoint policy management software?** No updates at this time for improvements to the platform. **What problems is Xoralia - SharePoint policy management software solving and how is that benefiting you?** We have a large number of corporate policies as well as manufacturing SOPs that require documented attestations of compliance as well as a documented review process. Xoralia provides this functionality in an easy to use tool that sits on top of our existing SharePoint document libraries. ### 5. Straightforward Policy Sign-Offs with Always-Current SharePoint Versions **Rating:** 4.0/5.0 stars **Reviewed by:** Amélie F. | Scientist, Lab manager & Safety Supervisor, Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2026 **What do you like best about Xoralia - SharePoint policy management software?** The interface is straightforward for end-users to navigate and sign off on policies. Since it links straight back to SharePoint, staff always see the current, correct version rather than old copies. **What do you dislike about Xoralia - SharePoint policy management software?** Compliance reporting relies on downloading CSV files. It works for tracking but I'm looking forward to the upcoming reporting dashboard update to make tracking sign-offs more visual and direct within the system. **What problems is Xoralia - SharePoint policy management software solving and how is that benefiting you?** It is a practical way to manage policies without introducing an overly complex, standalone platform. It makes great use of the existing MS environment. **Official Response from Dan Hawtrey:** > Thank you for your feedback, Amélie. Yes, we've heard you on the reporting.I hope you like the new features when they come out. Please share any new feedback with your Xoralia contact. ### 6. Effortless Document Management and Workflow Customization with Xoralia **Rating:** 5.0/5.0 stars **Reviewed by:** Lisa S. | Director of Compliance, Mid-Market (51-1000 emp.) **Reviewed Date:** January 12, 2026 **What do you like best about Xoralia - SharePoint policy management software?** Xoralia is easy to navigate and allows the user the ability to create the environment they need/want. For someone that is not savvy in SharePoint - Xoralia made it easy to create the documents tags and the meta data necessary to ensure my end user could use the system. Having the ability to create your own workflow will allow our users to make changes or review the documents and send to other users for input, and finally to the approving individual or team. Xoralia allows for tracking who has read a policy - create tests for knowledge - and report on who has not done the tasks assigned to them. Working in SharePoint made things easier for the initial set-up and Xoralia allows for the ease in tracking and reporting. **What do you dislike about Xoralia - SharePoint policy management software?** Since I have been using Xoralia, there have been no downsides to the software that I have found. **What problems is Xoralia - SharePoint policy management software solving and how is that benefiting you?** Xoralia is solving the tracking of workflow and accountability when it comes to policies and procedures and overall Compliance. Emailing a policy to a staff member and tracking that policy with changes and saving the document over and over again - craziness. Xoralia allows the user to make changes, and have it approved and the software tracks all information - who has done which task, in what time frames and what the changes are - publishing on the final document that has been approved. ### 7. Simplified Policy Management in Microsoft 365 with a Clear Single Source of Truth **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Civil Engineering | Enterprise (> 1000 emp.) **Reviewed Date:** July 27, 2026 **What do you like best about Xoralia - SharePoint policy management software?** Xoralia makes policy and document management simple by combining document control, workflow automation, and compliance tracking within the Microsoft 365 environment we already use. It provides a clear single source of truth and makes it easy for owners to maintain accurate, up-to-date content **What do you dislike about Xoralia - SharePoint policy management software?** While Xoralia provides strong document control and governance capabilities, I miss some (more detailed) reporting options. The SharePoint 'Widget' can also be slow to load (only a few seconds) but enough to notice. **What problems is Xoralia - SharePoint policy management software solving and how is that benefiting you?** Xoralia helps solve document control, compliance, and governance challenges by providing a controlled document lifecycle, automated workflows, and a single source of truth. This benefits me by reducing manual administration, improving content ownership and accountability, and making it easier for users to access current, approved information. **Official Response from Dan Hawtrey:** > Thanks for the feedback. We're working on better reporting tools on Xoralia. Something is coming out very soon! Please watch this space! As for the speed of SharePoint webparts - we constantly monitor this and are always on the lookout for ways to improve performance. We're somewhat beholden to Microsoft on this but even so, we typically roll out 3 or 4 performance improvements a year. ### 8. Seamless SharePoint Integration and Intuitive Workflow Management **Rating:** 4.0/5.0 stars **Reviewed by:** Mignon B. | Operational Excellence Manager, Enterprise (> 1000 emp.) **Reviewed Date:** December 18, 2025 **What do you like best about Xoralia - SharePoint policy management software?** The platform is user-friendly and intuitive, leveraging the familiar features of SharePoint. The addition of workflow management has been a fantastic improvement, greatly enhancing our document management process. We find the expiry date notification feature, especially with its Outlook integration, to be extremely helpful. The way the platform integrates with our front-end SharePoint user interface, offering features like document cards, previews, and favorites, creates a truly seamless user experience. **What do you dislike about Xoralia - SharePoint policy management software?** The API and the front-end user interface often experience slow loading times, which can be frustrating for users. Additionally, the report insights would benefit from being more detailed and comprehensive. The inability to customize the Xoralia back end to match our company branding has also led to some confusion among users and has raised concerns about cyber security amongst users not familiar with the term 'Xoralia'. **What problems is Xoralia - SharePoint policy management software solving and how is that benefiting you?** Using Xoralia has provided us with a single source of truth for our Integrated Management System documents, which has greatly improved our document governance and control. By ensuring that native documents are securely stored and accessible only to content owners, while enabling users to view and download PDF versions or copies of interactive templates, we are able to prevent duplication and maintain consistency in the information distributed throughout the organisation. Xoralia has made a significant positive impact on our document management processes, making it much easier to deliver accurate, current, and consistent information across the entire organisation. We have also received exceptional customer support from the Content Formula team, especially from Joe Perry and Lisa Rickman. The collaborative relationship we have with them ensures our needs are fully understood, and prompt solutions and support are always available. Joe, in particular, is extremely knowledgeable in his field and brings creative problem-solving skills that have saved us on numerous occasions. ### 9. Excellent User Interface, Highly Satisfying Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Derek W. | Head of Internal Audit, Mid-Market (51-1000 emp.) **Reviewed Date:** December 18, 2025 **What do you like best about Xoralia - SharePoint policy management software?** The user interface is very good. Good to natvigate and look professional. Suiting our company profile very much **What do you dislike about Xoralia - SharePoint policy management software?** There are some details not thoughtful enough. Like changing of the name of fix button to suit our company profile more. **What problems is Xoralia - SharePoint policy management software solving and how is that benefiting you?** Xoralia has helped us fix several long‑standing issues in how we manage policies. Before this, documents were scattered across SharePoint, version control was inconsistent, and it was hard to know which policy was current or who was responsible for updates. Tracking staff acknowledgements was also manual and unreliable. With Xoralia, everything is centralised, searchable, and tagged properly. Policy owners now have clear workflows for review and approval, and the “must‑read” tracking gives line managers real visibility over completion. Editing directly in the platform also removes the old download–edit–upload cycle. Overall, it gives us structure, reduces admin effort, and improves control over our firmwide policy environment. ### 10. Responsive Onboarding Team and an Intuitive Platform with Strong Potential **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** May 07, 2026 **What do you like best about Xoralia - SharePoint policy management software?** The implementation team was incredibly responsive, knowledgeable, and easy to work with throughout onboarding. The platform is intuitive and has strong potential to improve how we manage policies and procedures. **What do you dislike about Xoralia - SharePoint policy management software?** There was a learning curve at the beginning as we worked through setup and customization, but the support team was very helpful in guiding us through the process. We also have experienced some challenges with SharePoint integration. **What problems is Xoralia - SharePoint policy management software solving and how is that benefiting you?** I use it to create standardized policies and procedures and to build clear workflows. The integration with SharePoint is helpful, and the expiration-date management and review process makes it easier to keep documents current. ### 11. Easy-to-Use Xoralia for Stronger Company Policy Governance **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 27, 2026 **What do you like best about Xoralia - SharePoint policy management software?** Xoralia is easy to use and has allowed better governance around company policies **What do you dislike about Xoralia - SharePoint policy management software?** Some of the settings cannot be adjusted by the admin user and require the IT team to make changes in SharePoint **What problems is Xoralia - SharePoint policy management software solving and how is that benefiting you?** It solves the problem of how to make sure and evidence that staff have seen and understood key company polcies **Official Response from Dan Hawtrey:** > Thank you for taking the time to review Xoralia. It's good to hear it has strengthened governance around your policies and made it easier to evidence that staff have read and understood them - that's exactly the problem we built it to solve. On the settings point, some configuration sits deliberately at the SharePoint level. Your policy documents stay in your own Microsoft 365 tenant rather than in ours, so library permissions and structure remain under your organisation's control rather than ours. That said, more can usually be handed to policy administrators than people expect, and where it genuinely can't, we want to hear about it. Do let your customer success contact know which settings are causing friction and we'll either show you how to manage them directly or take them into the roadmap. ### 12. Xoralia Delivers Strong Governance with Version Control and Traceability **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Mid-Market (51-1000 emp.) **Reviewed Date:** April 22, 2026 **What do you like best about Xoralia - SharePoint policy management software?** The key strength of Xoralia is its ability to provide a single, controlled source of truth for policies and other critical documents. Its focus on version control, approval workflows, and traceability has been particularly valuable in maintaining governance across the organisation **What do you dislike about Xoralia - SharePoint policy management software?** The primary challenge was the initial administrative overhead during setup, especially when implementing the system with a small or stretched team **What problems is Xoralia - SharePoint policy management software solving and how is that benefiting you?** The platform helps MSS address compliance challenges by introducing formal document control, traceability, and accountability. Xoralia enables clearer ownership, review cycles, and evidence for audit purposes, reducing the effort and uncertainty previously involved in demonstrating compliance. ### 13. Successful Xoralia implementation **Rating:** 4.5/5.0 stars **Reviewed by:** Dean S. | Director of Financial Services, Mid-Market (51-1000 emp.) **Reviewed Date:** July 29, 2026 **What do you like best about Xoralia - SharePoint policy management software?** The review and approval workflows are highly configurable, which makes it easy to tailor them to our specific needs. **What do you dislike about Xoralia - SharePoint policy management software?** Xoralia support hours do not align with Australian business hours **What problems is Xoralia - SharePoint policy management software solving and how is that benefiting you?** Off the shelf product that allows our documents to reside in our own SharePoint environment **Official Response from Dan Hawtrey:** > Thanks for your review. As Xoralia customer base grows we will look at providing support during Asia Pacific hours. In the meantime we will work hard to be as responsive as possible including jumping on urgent queries outside hours. We're also building better AI support capabilities so you can get instant answers to even complex questions. ### 14. Effortless Policy Management with Seamless Teams Integration **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** December 11, 2025 **What do you like best about Xoralia - SharePoint policy management software?** Xoralia is an effective product for managing policies in an increasingly policy-driven world. Implementation has been simple, and we were guided by multiple training sessions from a technical expert in the product, who was always happy to answer any questions we have about getting the most of the product. There are some good features to ensure version control, along with approval processes workflows. The Teams integration makes it easy for end users to find and read policies. Policies are stored in SharePoint so we retain control over our documents. Overall an excellent product. **What do you dislike about Xoralia - SharePoint policy management software?** No feature at the moment to archive policies without simply removing them from the product. Limited customisation ability for email notifications - You can add a company logo but not amend wording to make it look more personable for example. Hopefully these will be considered in future releases. **What problems is Xoralia - SharePoint policy management software solving and how is that benefiting you?** Our policies were stored in our HR system, which had limited capability to monitor/enforce reading and attestation, and no version control. Xoralia gives us all of this in a simple, well thought out interface. ### 15. An intuitive, robust document-management application **Rating:** 4.5/5.0 stars **Reviewed by:** James B. | Governance Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** September 08, 2025 **What do you like best about Xoralia - SharePoint policy management software?** The software application is very easy and simple to navigate. It will provide a single location for all our relevant control documents, not only for editing, reviewing and approval processes, but also for final versions that all employees in our organisation can access and attest to. This will provide a potentially robust approach to version control and will help us maintain a consistent policy framework going forward. We opted for an onboarding process, and this was detailed and guided, with support from Content Formula provided in a timely and helpful manner. **What do you dislike about Xoralia - SharePoint policy management software?** As we have yet to fully roll out the software, we are not yet in a position to provide feedback. **What problems is Xoralia - SharePoint policy management software solving and how is that benefiting you?** We have a complex and varied approval route for key documents, and the software looks to facilitate this, as well as providing an excellent and easy-to-use tool to maintain version control and document integrity. We expect it to bring all our requirements under one umbrella and will create a uniform and consistent approach to our control documents. There will be no ambiguity or uncertainty over which policy is the correct one and the workflow processes will serve to ensure that all relevant documents are reviewed and updated in a timely manner. ### 16. Effortless Policy Management and Compliance Made Simple **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** January 12, 2026 **What do you like best about Xoralia - SharePoint policy management software?** Xoralia has greatly simplified the management of our policies and documents, keeping everything organised and ensuring compliance. The feature for tracking staff acknowledgements is particularly useful, and the system itself is user-friendly for both administrators and staff members. It has significantly lessened our administrative workload and contributed to better governance processes. **What do you dislike about Xoralia - SharePoint policy management software?** Sometimes the system can be slow to load, which can be frustrating when trying to access information quickly. **What problems is Xoralia - SharePoint policy management software solving and how is that benefiting you?** Before we started using Xoralia, our policies and documents were scattered across various shared drives and folders, which often caused confusion about where to find the most up-to-date version. Additionally, it was difficult to track who had read and acknowledged each policy, and the process of updating and reviewing documents involved a lot of back-and-forth emails. ### 17. Xoralia is intuitive, well-supported, and easy-to-navigate **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** October 27, 2025 **What do you like best about Xoralia - SharePoint policy management software?** Before implementing Xoralia, our organization’s policy and procedure documents were scattered across multiple folders and locations, making it difficult for staff to find, update, or manage information efficiently. We needed a centralized solution to house all policies and procedures in one accessible location, with role-based permissions and the ability to easily track edits and approvals across departments. Xoralia met all of these needs and more. The platform provided a streamlined, user-friendly way to manage and organize our policy documents, while also simplifying the process for updating and reviewing content across teams. **What do you dislike about Xoralia - SharePoint policy management software?** We found the platform very useful and easy to use. **What problems is Xoralia - SharePoint policy management software solving and how is that benefiting you?** Our organization’s policy and procedure documents were scattered across multiple folders and locations, making it difficult for staff to find, update, or manage information efficiently. We needed a centralized solution to house all policies and procedures in one accessible location, with role-based permissions and the ability to easily track edits and approvals across departments. ### 18. Document Management to support a QMS **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Xoralia - SharePoint policy management software?** We were finding SharePoint libraries increasingly difficult to manage as the number of our policies and procedures grew. Navigating folders and maintaining control over document versions was becoming a challenge, especially as we prepared to implement a Quality Management System (QMS). We were keen to find a solution that would allow our employees to work seamlessly within our existing Microsoft 365 environment, without introducing yet another third-party login or external portal. After evaluating multiple options, Xoralia emerged as one of the top choices, primarily due to its native SharePoint integration and improved search functionality. While we still have a lot to do in rolling out our QMS, Xoralia is already proving to be a strong foundation for the document management side of things. The attestation features and automated notifications are particularly helpful in ensuring staff engagement and compliance. The team that we have dealt with (Alex, Alex & Fabio) have really been great, especially helping our IT team get Xoralia implemented and connected into SharePoint. **What do you dislike about Xoralia - SharePoint policy management software?** While there is a fair amount of reliance on the Xoralia web portal, it does pull everything together in a way that SharePoint alone simply can’t. We primarily use the portal for administration, while pushing end users through SharePoint to access documents, this hybrid approach works well for us. **What problems is Xoralia - SharePoint policy management software solving and how is that benefiting you?** One of the biggest benefits has been the ease of access to documentation. We're now able to ensure everything is stored in one central location, accessible from multiple entry points, and filtered for specific audiences using tags and workstreams. This has made it much easier to manage reviews and ensure the right people see the right content. ### 19. Highly Responsive Support Team **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Enterprise (> 1000 emp.) **Reviewed Date:** January 29, 2026 **What do you like best about Xoralia - SharePoint policy management software?** The support team is highly responsive whenever issues arise. We have a single point of contact who consistently connects us with the right person on their team, making it easy to get the help we need. It was very easy to set up. **What do you dislike about Xoralia - SharePoint policy management software?** Sometimes the performance is very slow when searching or viewing our policies. **What problems is Xoralia - SharePoint policy management software solving and how is that benefiting you?** We needed our policies all on our SharePoint environment instead of with a third-party vendor. Xoralia gives us more control with our policy management, tracking update workflows and expirations. ### 20. Effortless Integration and User-Friendly Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Deniz Can K. | CFO, Small-Business (50 or fewer emp.) **Reviewed Date:** November 10, 2025 **What do you like best about Xoralia - SharePoint policy management software?** The implementation process was very straightforward, especially with the help of customer support. Integrating with Office 365 was seamless, and I found the platform easy to use and quick to get accustomed to. **What do you dislike about Xoralia - SharePoint policy management software?** So far, I have no complaints. The software already includes many of the features I was hoping for. **What problems is Xoralia - SharePoint policy management software solving and how is that benefiting you?** We were lacking policy management infrastructure, that concern is now behind us. We no longer need to worry about how to distribute policies for users to attest, which is a relief. ### 21. Clear, Structured Policy Management with Easy Updates and Version Control **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** January 16, 2026 **What do you like best about Xoralia - SharePoint policy management software?** Xoralia provided us with a clear, structured way to manage policies, making updates, version control, and ongoing maintenance far easier than our previous approach. It brought consistency and visibility to an area that’s often difficult to manage well. **What do you dislike about Xoralia - SharePoint policy management software?** The only downside is you can't rearrange elements of the user interface to suit your preferences **What problems is Xoralia - SharePoint policy management software solving and how is that benefiting you?** Xoralia has brought all our policies together in one place making them easy to find and for policy owners to update ### 22. Great for Aggregating Policies and Assigning Workflows **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2026 **What do you like best about Xoralia - SharePoint policy management software?** This software is a great way to aggregate policies and assign workflows. **What do you dislike about Xoralia - SharePoint policy management software?** I’d like the ability to change the titles from British pronunciation to American pronunciation. **What problems is Xoralia - SharePoint policy management software solving and how is that benefiting you?** Auditability, consistency, and the ability to aggregate policies, along with workflow customization. **Official Response from Dan Hawtrey:** > Hi thanks for your review. Regarding changing titles (labels, buttons etc.) - it is possible to do this via the language packs. Please speak to your Xoralia contact for further details. ### 23. Why should you get Xoralia **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** January 21, 2026 **What do you like best about Xoralia - SharePoint policy management software?** Tracking ability is key. Who has read policies and who has not. Also the automatic review of current policies is key. It's your reminder to review policies on a regular interval. **What do you dislike about Xoralia - SharePoint policy management software?** When purchasing, consider adding additional training hours from the start. **What problems is Xoralia - SharePoint policy management software solving and how is that benefiting you?** Regular review of policies and procedures....this becomes automatic. Also key is training and onboarding. ### 24. In-Depth Training That Refines Our Policy Approval Workflows **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** January 28, 2026 **What do you like best about Xoralia - SharePoint policy management software?** The training is very in-depth, and it helps us refine our policy approval workflows. **What do you dislike about Xoralia - SharePoint policy management software?** The collapsing folders in the Xoralia portal is inconvenient. **What problems is Xoralia - SharePoint policy management software solving and how is that benefiting you?** Xoralia helps us create approval workflows to organize policy reviews. ### 25. Does exactly what it says on the tin **Rating:** 5.0/5.0 stars **Reviewed by:** Robert G. | Director, Mid-Market (51-1000 emp.) **Reviewed Date:** December 02, 2024 **What do you like best about Xoralia - SharePoint policy management software?** Xoralia has removed a huge amount of pain and manual process from my organisation, reducing our overheads (by reducing hidden costs) while also improving our quality and compliance with legal and contractual requirements. The tool is easy to use and does the things we need it to do in an intuitive and accessible way, and Content Formula are constantly improving it which means that as time passes, the product solves problems that we didn't even realise we had. I can't speak highly enough of Amber and the team. **What do you dislike about Xoralia - SharePoint policy management software?** There were some features (specifically policy workflow management) that were not native functionality of the product when we first started using it - we had to use Microsoft Power Automate to do certain things. That was a bit clunky and cumbersome but that issue was recently resolved with a new release, and we didn't have to pay anything extra to benefit from it. The product also didn't support storing policies in private Sharepoint sites however, having fed that back to Content Formula, that issue has now also been resolved. **What problems is Xoralia - SharePoint policy management software solving and how is that benefiting you?** We are now able to manage policies, and acceptance of policies, across our organisation in a scalable, consistent way. This has removed lots of manual process that previously existed (tracking who had accepted which policy, when, and what version etc.) as well as automatically reading new starters (to the organisation or to projects within the organisation) onto company policies or customer-specific policies. This allows us to demonstrate compliance to auditors and to customers, as well as allowing our internal leadership to know that we are communicating our policies effectively with our staff and our suppliers. ### 26. Implementing Xoralia was a breeze! **Rating:** 5.0/5.0 stars **Reviewed by:** Linda M. | Executive Assistant to Chief Operations Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** December 18, 2024 **What do you like best about Xoralia - SharePoint policy management software?** Implementing Xoralia was a breeze! The integration into our existing systems was seamless, and the user-friendly interface made it incredibly easy for our team to get up and running quickly. The real-time updates and notifications ensure that we are always compliant with the latest policies. Xoralia has truly streamlined our policy management process, making it more efficient and accessible for everyone in our organization. We couldn't be happier with our choice! **What do you dislike about Xoralia - SharePoint policy management software?** Can't think of anything at the moment, we are just excited to start! **What problems is Xoralia - SharePoint policy management software solving and how is that benefiting you?** Previously we had no common place where an employee could find all active/up to date policies. There were policies that were outdated and no set renewal/review dates and/or no clear ownership of the policy.  This led to employees and management to not be clear on policies that are in place and where to find them. There was also no process for reviewing/updating/creating policies. Now with Xoralia our employees have one place to go, through an entry through a simple TEAMs app to find all of the company policies. Policy owners can also access their policies to review/update/create policies and send for approval throughout a routing system through Xoralia's routing system. All of the company policies are safely stored within our companies sharepoint so we don't have to worry about them being outside on another database. ### 27. Successfully Streamlined Policy Management **Rating:** 5.0/5.0 stars **Reviewed by:** Kevin J. | Licensing & Accreditation Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** November 17, 2024 **What do you like best about Xoralia - SharePoint policy management software?** I would very much recommend this company. Working with Content Formula, specifically Xoralia, has been a pleaseure for me and my company. From the initial contact to strategy and then implementation they have been results-focused through relationship building. We had originally been looking for a way to improve our Policy & Procedure review and approval process but hadn't realized that there would be options available to us within the SharePoint environment that we already used. Our project manager Amber Oakes and her team were organized and professional; they set straight to work to understand current state where our needs for improvement were. The developers were able to create an effective tool that was cleanly and smoothly able to manage the path of our documents from initial draft through reviews, approvals, sign-offs, training, and so on. The communication is wonderful. They are clear, and detailed in their notes and are always open to feedback. The only aspect of the partnership that took any degree of focus was scheduling calls due to their location in the UK and our location in the States. Even in that they were accommodating. **What do you dislike about Xoralia - SharePoint policy management software?** The only aspect of the partnership that took any degree of focus was scheduling calls due to their location in the UK and our location in the States. Even in that they were accommodating. **What problems is Xoralia - SharePoint policy management software solving and how is that benefiting you?** The software has helped us to define roles and responsibilities more cleanly and allows the processes involved in Creating New Policy/ SOP docs OR reviewing currently active docs to be simplified, ordered, and auditable as part of a change management system. All of the user details are built and managed within our OWN SharePoint environment so we are able to create the necessary groups and roles based on what our Azure Directory contains. There is no additional migration or entry duplication between the systems. The documents themselves are all within our Doc Libraries as well and can be accessed within the Xoralia platform or within our internal systems, which allows us ability to set protections around downloading, screenclips, printing, etc. The systematic scheduling of annual/biannual policy review by admin and then staff training is simplified since it is all taken care of with their system and then displayed in easily digestible dashboards for team leaders to review and react to. ### 28. Great quality improvements for our organisation **Rating:** 5.0/5.0 stars **Reviewed by:** samuel k. | Quality and audit officer, Mid-Market (51-1000 emp.) **Reviewed Date:** July 18, 2025 **What do you like best about Xoralia - SharePoint policy management software?** The policy approval workflows are perfect for us to build customisability into our processes. **What do you dislike about Xoralia - SharePoint policy management software?** There is limited administrative capacity **What problems is Xoralia - SharePoint policy management software solving and how is that benefiting you?** Streamlining policy approval and creating a more structured process for policy reviews ### 29. Fantastic Document Management Software **Rating:** 4.5/5.0 stars **Reviewed by:** George G. | Head of Quality, Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2025 **What do you like best about Xoralia - SharePoint policy management software?** Xoralia is very simple to use and being built on the base of Microsoft SharePoint, integrates effortlessly into your QMS. **What do you dislike about Xoralia - SharePoint policy management software?** This is far from a dislike however i have spoken with the Developers regarding having an archive for previous document versions following the publishing process, so they are more accessible. The team at Content Formula have taken our feedback on and are looking to work on this in the future with us. **What problems is Xoralia - SharePoint policy management software solving and how is that benefiting you?** Xoralia is helping us tackle our carbon footprint, by allowing us to move to a digital platform for document management, and training records. ### 30. Great solution **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** December 30, 2024 **What do you like best about Xoralia - SharePoint policy management software?** We have moved from using basic Sharepoint document to libraries to Xoralia in order for us to be able to implement a formal attestation process for our policies and procedures. Working in a highly regulated financial services sector, we are required to ensure that our staff fully understand certain policies and Xoralia enables us to do that with an embedded quiz as part of the attestation. The whole team at Content Formula have been extremely helpful during our onboarding and have ensured that we were up and running as quickly as possible, while at the same time moving at a pace that suited our business. We have managed to realise real value to our business in quite a short space of time. The Sharepoint web parts are great and enable the Xoralia solution to be embedded into an exisiting Sharepoint intranet. **What do you dislike about Xoralia - SharePoint policy management software?** The system does not currently record the amount of time that an individual has spent reading a document, it relies on the attestation process to confirm a users understanding. The system is getting new features all the time, so i expect that this will be looked at by the team. **What problems is Xoralia - SharePoint policy management software solving and how is that benefiting you?** Simplifying policy and procedure update process. Ensures compliance Easy access to policies for all staff ### 31. Awesome platform for policy management **Rating:** 5.0/5.0 stars **Reviewed by:** Neil P. | IT Services Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** June 20, 2024 **What do you like best about Xoralia - SharePoint policy management software?** Xoralia's integration with our SharePoint and 365 AD environments means we have a single source of truth with all our documents without having to upload secondary copies. The AD integration allows for single sign on making it very easy for our users to login and the dashboards are awesome and easy to navigate. My organisation has hundreds of policies so Xoralia is being used very frequently. It was easy to implement and their support has been outstanding during the entire process. **What do you dislike about Xoralia - SharePoint policy management software?** The platform can be a bit on the slow side from time to time. **What problems is Xoralia - SharePoint policy management software solving and how is that benefiting you?** Xoralia helped us automate and standardise our policy review and approval process. We also use the platform for policy distribution and tracking, ensuring our staff are assigned the correct mandatory policies to read as per their department and team. ### 32. Easy to use Policy Management Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** December 20, 2024 **What do you like best about Xoralia - SharePoint policy management software?** It's easy to use and offers a large amount of flexibility on tagging sorting and filtering our policies. With SharePoint integrated in our estate already it was releatively easy to set up and any feedback we sent over to the Xoralia team was listened to and fedback on. **What do you dislike about Xoralia - SharePoint policy management software?** The initial need to remove a document/replace a document to remove it's expiration date however I believe this is being addressed or has been addressed in it's latest update **What problems is Xoralia - SharePoint policy management software solving and how is that benefiting you?** Managing our increasingly growing Policy Library ### 33. We now know where our Policies and Procedures are located **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica G. | Internal Audit Director, Mid-Market (51-1000 emp.) **Reviewed Date:** December 03, 2024 **What do you like best about Xoralia - SharePoint policy management software?** Xoralia has helped us with updating and change management of company policies and procedures. Tracking changes, timely reviews/approvals and accessibility all in one place. We have had great customer support and timely communications concerning updates or needed actions. We highly recommend. **What do you dislike about Xoralia - SharePoint policy management software?** Not being able to customize landing page. Access management concerning downloading documents. **What problems is Xoralia - SharePoint policy management software solving and how is that benefiting you?** Trackng policy updates and accessibility. ### 34. Easy Integration and Efficient Attestation **Rating:** 4.5/5.0 stars **Reviewed by:** Matthew C. | architect, Small-Business (50 or fewer emp.) **Reviewed Date:** March 22, 2024 **What do you like best about Xoralia - SharePoint policy management software?** Xoralia was easy to implement and it makes managing our policies and procedures a piece of cake. The best part is how it works with our SharePoint intranet. The Xoralia webparts mean we can add our policies and procedures right into our intranet pages. The reports are great too. They provide the right level of detail and helps us see how well we’re doing at driving compliance. The electronic attestation is brilliant and super easy to use. Nearly everyone signs off on policies without us needing to chase them up. This takes a big burden off my shoulders! **What do you dislike about Xoralia - SharePoint policy management software?** Honestly, it’s hard to fault it when it’s making our lives so much easier. If I had to pick something, I'd say I’d like to see it team up with other software we use. That would take it to the next level for us. **What problems is Xoralia - SharePoint policy management software solving and how is that benefiting you?** managing policies, complaince reqs ### 35. Excellent Implementation and User Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** April 03, 2024 **What do you like best about Xoralia - SharePoint policy management software?** The Xoralia tool works with our current structure within SharePoint for document management and allows familiarity with users during the adoption phase. We successfully rolled out the tool with a minimal internal learning curve and achieved a 97% read / acknowledgement rate on our first assigned policy. The tool's flexibility and features will allow us to continue to grow our policy management systems and processes internally while keeping our associates up to date on changes.. **What do you dislike about Xoralia - SharePoint policy management software?** Could use a few more customization options and settings to maximize the potential for organizations unique needs. **What problems is Xoralia - SharePoint policy management software solving and how is that benefiting you?** Prior to implementation, we had a fragmented system of policy management lacking version controls, standardization, and acceptance / awareness. Xoraliz allows us a centralized single source of truth and access for employees and organizational wide policies. We were also able to establish automated workflows for new / updated policy reviews and approvals. Our internal stakeholders have been very receptive with the new tool and platform. ### 36. Effective document management tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Airlines/Aviation | Mid-Market (51-1000 emp.) **Reviewed Date:** November 18, 2024 **What do you like best about Xoralia - SharePoint policy management software?** I have found the customer support is excellent. Amber Oaks in particular, is very knowledgable, patient and helpful. **What do you dislike about Xoralia - SharePoint policy management software?** Unable to edit automated e-mail notifications, however this has been reported and is being considered for inclusion in future revisions of the software **What problems is Xoralia - SharePoint policy management software solving and how is that benefiting you?** The policy attestation and reporting feature is beneficial. ### 37. Xoralia - A time saver as well as document management **Rating:** 4.5/5.0 stars **Reviewed by:** Tim G. | I.T. Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** December 13, 2023 **What do you like best about Xoralia - SharePoint policy management software?** Xoralia allows our people to focus on other tasks as they no longer need to chase people on documents they have not read that we need them to, they can leave that to Xoralia to do it. **What do you dislike about Xoralia - SharePoint policy management software?** There is no management dashboard currently to see what your staff have done, or more what they have not done that they are required to do. However, I believe this is due to be added in early 2024 so this will no longer be an issue. **What problems is Xoralia - SharePoint policy management software solving and how is that benefiting you?** It keeps a track record of what staff have read the documents assigned to them and sends automatic reminfers those that have not, even notifying their line managers if needed. ### 38. Improved compliance and policy knowledge **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Civic & Social Organization | Mid-Market (51-1000 emp.) **Reviewed Date:** January 23, 2024 **What do you like best about Xoralia - SharePoint policy management software?** It allows for easy document management and attestation of policies. It improved compliance with policies and helped with internal policy management. **What do you dislike about Xoralia - SharePoint policy management software?** The most useful part of Xoralia is that it uses a SP library to manage policies. It is also ease accessible through MS Teams. One functionality that would improve the user experience would be content search. **What problems is Xoralia - SharePoint policy management software solving and how is that benefiting you?** Xoralia improved the policy document management and increased compliance with the policies. ### 39. Improved efficiency and complicance with Xoralia **Rating:** 4.5/5.0 stars **Reviewed by:** Nadja B. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 22, 2023 **What do you like best about Xoralia - SharePoint policy management software?** Xoralia has improved the way we handle, distribute, and track policies and procedures within our organization. Not only does it allow us to save a lot of time, but it has helped us also to maintain and track compliance. Currently, we have a 99% attestation rate. **What do you dislike about Xoralia - SharePoint policy management software?** I am not familiar with other alternative solution and cannot come up with anything to dislike **What problems is Xoralia - SharePoint policy management software solving and how is that benefiting you?** Xoralia has changed the way we handle, distribute, and track policies and procedures within our organization. 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