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Policies & Procedures — DiscoverCX solution

Author, manage, review, and publish policies and SOPs in a structured CCMS. Enhanced reuse, simplified authoring, full collaboration, and outputs to web and print.

Canonical URL: https://discovercx.com/solutions/policies Last updated: 2026-06-04

Audience: Compliance, risk, GRC, quality, and policy teams

A comprehensive solution for managing your policies and procedures — ensuring consistency, accuracy, and ease of use across your organization.

Outcomes

  • Consistency and accuracy across every policy and procedure
  • Enhanced reuse and standardization — author once, surface everywhere
  • Simplified authoring with AI and structured editors
  • Boost collaboration and SME review

Features

Simplified authoring

Generate structured content with AI assistance and editor integrations — Fonto, Oxygen, and Ingeniux Simply XML for Word.

Enhanced reuse

Single-sourcing and content reuse across policies, procedures, training, and customer-facing surfaces.

Boost collaboration

Built-in SME review workflows with comments, approvals, and audit trails — managed centrally in the CCMS.

Publish to web and print

Generate PDF and HTML5 outputs from the same source — print-ready compliance documents and web-ready policy portals.

Centralized management

All policies and procedures live in one repository with versioning, branching, and full history.

Cost reduction

Reuse eliminates duplicate authoring and maintenance — reducing the cost of keeping policy content current and consistent.

FAQ

Is DiscoverCX SOC 2 compliant?

Yes. The Discover CX portal is SOC 2 certified — secure storage, continuous monitoring, and privacy compliance. SOC 2 reports are available on request under NDA.

Can we generate policy PDFs?

Yes. The publishing pipeline outputs PDF and HTML5 from the same DITA source — print-ready compliance documents alongside web-ready policy portals.

How do approvals and reviews work?

DiscoverCX includes SME review workflows with comments, approvals, and audit trails. Policy owners can configure multi-step approval gates and scheduled review cycles.

Can SMEs author in Word?

Yes. Ingeniux Simply XML is a Microsoft Word-based DITA editor that lets SMEs contribute structured policy content without learning XML directly.