--- 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: '2026-08-11' parent\_category: name: Governance, Risk & Compliance url: https://www.g2.com/categories/governance-risk-compliance --- # Xoralia - SharePoint policy management software Reviews & Product Details Visit Website 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a trusted, authoritative source to draw from, so employees get answers grounded in approved documents rather than out-of-date copies scattered across your tenant. 3) Policy attestation wihtout the chasing — electronic sign-off, comprehension quizzes, and automated email and Teams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/ * * * Product Website Xoralia - SharePoint policy management software Seller [Xoralia](https://www.g2.com/sellers/xoralia) Discussions [Xoralia - SharePoint policy management software Community](https://www.g2.com/products/xoralia-sharepoint-policy-management-software/discuss) Languages Supported Arabic, Danish, German, Finnish, French, Croatian, Hungarian, Italian, Japanese, Dutch, Norwegian, Polish, Portuguese, Spanish, Swedish, Turkish Solution Type Best-of-Breed Overview by Dan Hawtrey (Founder of a SharePoint and Office365 consultancy in London, England.) Show More ## Value at a Glance Averages based on real user reviews. ### Time to Implement 2 months [ View More Pricing Information ](https://www.g2.com/products/xoralia-sharepoint-policy-management-software/pricing) ## Xoralia - SharePoint policy management software Integrations (12) What do users say about integrations? Verified by Xoralia - SharePoint policy management software [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") BIC Platform ](https://www.g2.com/products/gbtec-software-bic-platform/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") ChatGPT ](https://www.g2.com/products/chatgpt/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Claude ](https://www.g2.com/products/claude-2025-12-11/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft 365 ](https://www.g2.com/products/microsoft-microsoft-365/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft 365 ](https://www.g2.com/products/microsoft365/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft 365 ](https://www.g2.com/products/microsoft-365-2022-04-06/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft Copilot ](https://www.g2.com/products/microsoft-microsoft-copilot/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft SharePoint ](https://www.g2.com/products/microsoft-sharepoint/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft Teams ](https://www.g2.com/products/epc-group-microsoft-partner-microsoft-teams/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft Teams ](https://www.g2.com/products/microsoft-teams/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Power BI Solutions ](https://www.g2.com/products/power-bi-solutions/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") SharePoint Integration ](https://www.g2.com/products/sharepoint-integration/reviews) Show More ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") AF Verified User in Financial Services Mid-Market (51-1000 emp.) 1/16/2026 "Clear, Structured Policy Management with Easy Updates and Version Control" 4/5 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. Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") AI Verified User in Information Technology and Services Mid-Market (51-1000 emp.) 5/21/2026 "Great for Aggregating Policies and Assigning Workflows" 4.5/5 What do you like best about Xoralia - SharePoint policy management software? This software is a great way to aggregate policies and assign workflows. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Response from Dan Hawtrey of Xoralia - SharePoint policy... [Editedit](https://www.g2.com/survey_responses/xoralia-sharepoint-policy-management-software-review-12854852/official_response/edit) 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. Validated ReviewerSource: Organic ![Verified User in Manufacturing](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Manufacturing") AM Verified User in Manufacturing Mid-Market (51-1000 emp.) 1/21/2026 "Why should you get Xoralia" 4.5/5 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. Review collected by and hosted on G2.com. What do you dislike about Xoralia - SharePoint policy management software? When purchasing, consider adding additional training hours from the start. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Higher Education](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Higher Education") AH Verified User in Higher Education Mid-Market (51-1000 emp.) 1/28/2026 "In-Depth Training That Refines Our Policy Approval Workflows" 5/5 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. Review collected by and hosted on G2.com. What do you dislike about Xoralia - SharePoint policy management software? The collapsing folders in the Xoralia portal is inconvenient. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic RG Robert G. Director Mid-Market (51-1000 emp.) 12/2/2024 "Does exactly what it says on the tin" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Linda M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Linda M.") LM Linda M. Executive Assistant to Chief Operations Officer Mid-Market (51-1000 emp.) 12/18/2024 "Implementing Xoralia was a breeze!" 5/5 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! Review collected by and hosted on G2.com. What do you dislike about Xoralia - SharePoint policy management software? Can't think of anything at the moment, we are just excited to start! Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Kevin J.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kevin J.") KJ Kevin J. Licensing & Accreditation Specialist Mid-Market (51-1000 emp.) 11/17/2024 "Successfully Streamlined Policy Management" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic SK samuel k. Quality and audit officer Mid-Market (51-1000 emp.) 7/18/2025 "Great quality improvements for our organisation" 5/5 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. Review collected by and hosted on G2.com. What do you dislike about Xoralia - SharePoint policy management software? There is limited administrative capacity Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![George G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "George G.") GG George G. Head of Quality Small-Business (50 or fewer emp.) 2/13/2025 "Fantastic Document Management Software" 4.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") EF Verified User in Financial Services Mid-Market (51-1000 emp.) 12/30/2024 "Great solution" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ## Pricing Insights Averages based on real user reviews. ### Time to Implement 2 months ### Return on Investment 6 months ### Average Discount 8% [ View More Pricing Information ](https://www.g2.com/products/xoralia-sharepoint-policy-management-software/pricing) ##### ##### Xoralia - SharePoint policy management software Features Platform AI Features - Policy Management Workflow Management [ View More Features ](https://www.g2.com/products/xoralia-sharepoint-policy-management-software/features) ## Top-Rated Alternatives [ ![Workiva](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Workiva") Workiva 4.5/5(2,148) ](https://www.g2.com/products/workiva-workiva/reviews) [ ![Vanta](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Vanta") Vanta 4.6/5(2,701) ](https://www.g2.com/products/vanta/reviews) [ ![Scrut Automation](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Scrut Automation") Scrut Automation 4.9/5(1,313) ](https://www.g2.com/products/scrut-automation/reviews) [ View All Alternatives ](https://www.g2.com/products/xoralia-sharepoint-policy-management-software/competitors/alternatives) ##### Categories on G2 [Policy Management](https://www.g2.com/categories/policy-management) ##### Explore More [What MEP platforms deliver accurate quantity takeoff without requiring manual recalculation at each project stage?](https://www.g2.com/discussions/what-mep-platforms-deliver-accurate-quantity-takeoff-without-requiring-manual-recalculation-at-each-project-stage)[What is the most cost-effective log analysis solution for enterprises?](https://www.g2.com/discussions/what-is-the-most-cost-effective-log-analysis-solution-for-enterprises)[What is the best PR CRM software for small PR agencies that need media contact management, pitch tracking and basic reporting in one tool without a complex setup?](https://www.g2.com/discussions/what-is-the-best-pr-crm-software-for-small-pr-agencies-that-need-media-contact-management-pitch-tracking-and-basic-reporting-in-one-tool-without-a-complex-setup) [Which browser-based CAD viewer has the best performance and markup tools for teams doing design reviews without sending files back and forth by email?](https://www.g2.com/discussions/which-browser-based-cad-viewer-has-the-best-performance-and-markup-tools-for-teams-doing-design-reviews-without-emailing-files-back-and-forth)[What student information systems work best for small private K-12 schools based on user reviews?](https://www.g2.com/discussions/what-student-information-systems-work-best-for-small-private-k-12-schools-based-on-user-reviews)[Pros and Cons Details](https://www.g2.com/products/xoralia-sharepoint-policy-management-software/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)