[
Xoralia... Reviews
](https://www.g2.com/products/xoralia-sharepoint-policy-management-software/reviews)

[
Xoralia... Reviews
](https://www.g2.com/products/xoralia-sharepoint-policy-management-software/reviews)

# Xoralia - SharePoint policy management software Features

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## Generative AI (4)

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Summarization

Condenses long documents or text into a brief summary.

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

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## Platform AI Features - Policy Management (16)

Reports

Can generate reports on policy compliance trends using AI.

Workflow Management

Uses AI to automate common workflow tasks such as policy creation, distribution, and updates.

Customizable Reports

Alter the layout and content of reports

Content Management

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Renewal Management

Manage and track the renewal process for various services, subscriptions, contracts, or licenses

Document Management

Store, manage, and track all electronic documents in a centralized location

Forms Management

Store, manage and track all forms in a centralized location

Compliance Management

Track and manage adherence to policies for any service, product, process, or supplier

Incident Management

Manage and track all disruptions and incidents

Lifecycle Management

Manage the end-to-end lifecycle, from initial setup/development to deployment and maintenance

Template Management

Create, save, and re-purpose templates for emails, forms, etc.

Audit Management

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Assessment Management

Creation, administration, and evaluation of assessments or tests

Policy Metadata Management

Group policies by type for easy classification and discovery

Expiration Management

Track and manage expiration of various items including products, warranties, licenses, and contracts

Configurable Workflow

Configure existing workflows to meet your organization's needs

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## Additional Functionality (30)

Version Control

Track revisions and updates made to files and navigate between different versions

Secure Data Storage

Securely stores data to prevent data loss or breaches

Search/Filter

Search and filter data across systems to locate required information by entering keywords or certain criteria

Reminders

Timed notification for any upcoming task, deadline, appointment, or activity

Monitoring

Observe and track the demand, usage, progress or quality of a system, product, or user

API

Application programming interface that allows for integration with other systems/databases

Activity Tracking

Track and document all activities across devices, networks, and other systems

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Role-Based Permissions

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Single Sign On

Allow users to access multiple services after entering their login credentials once

Policy Training

Train and educate employees on existing and/or new procedures and policies

Archiving & Retention

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Audit Trail

A record of all activities within the system, including user access, changes made, etc.

Attestation

Collect, track and store acknowledgements that policies have been read and understood

AI/Machine Learning

Software program that continuously adjusts its behavior based on observed data

Chatbot

AI-based platform which conducts a conversation via auditory or textual methods

Collaboration Tools

Provides a channel for team members to share media files, communicate, and work together

Risk Analysis

Analyze potential risks across the organization

Self Service Portal

Online portal through which end users can access the system, manage tasks, or obtain information

Document Analysis

Interpret, identify and extract specific data points, pattern and insights from documents

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

Policy Creation

Create new policies or alter existing policies

Digital Signature

Electronic signing method that validates the authenticity and integrity of a digital document

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Policy Library

A repository of all past and existing policies

Real-Time Notifications

Notifications that are delivered to users as soon as an event occurs

Document Review

Review and analyze existing information across documents

Reporting/Analytics

View and track pertinent metrics to find patterns and gain insights from data

Customizable Templates

Pre-designed layouts that can be customized to match preferences and requirements

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##### Categories on G2

[Policy Management](https://www.g2.com/categories/policy-management)

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