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Document
Governance

Automate policy and document management, reduce bureaucracy, and focus on what really matters: strengthening your company’s compliance program.
CLICKCOMPLIANCE IS USED BY LEADING COMPLIANCE TEAMS
Empowering your
document management
and compliance policies

Legally valid acceptance evidence

Document approval workflow

Automated policy distribution

Assurance of understanding beyond signatures

Policy version control

CORE PILLAR

Why automate
policy and document management?

With the Document Governance module, your company not only centralizes documents and policies, but also tracks and proves employee engagement and commitment.

This helps you reduce risks, increase transparency, and demonstrate the organization’s commitment to compliance and corporate ethics.
%
75% of compliance officers consider the drafting, approval, and dissemination of policies and procedures to be one of the main challenges in the field.
Source: 6th Compliance Maturity Survey in Brazil (KPMG, 2024)
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EFFICIENT GOVERNANCE

All the power of AI to manage policies and documents

Integration with OpenAI enables ChatGPT to automatically generate customized questions based on each document or policy. This ensures that employees truly understand the guidelines before acknowledging them.

We simplify the most operational tasks so you can save time and effort, making the Compliance area even more strategic.
COMPLIANCE

Legally valid electronic signatures

The module uses simple electronic signatures, backed by Provisional Measure No. 2.200-2/2001, to ensure security and legal validity throughout the process. Integration with Azure AD links employees’ corporate logins to their signatures, while third parties can use dedicated clickCompliance accounts.

Additionally, our solution meets all legal requirements, including signer identification, detailed authentication logs, email and IP tracking, custody chain, and trusted timestamps, ensuring full compliance and peace of mind for your company.
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CUSTOMIZABLE

Your documents with exclusive templates

Personalized templates

Add templates with your company’s visual identity to the system editor to ensure professional, brand-aligned documents.

Automatic
data synchronization

The platform automatically syncs stored data, applying the formatting defined in the template.

Preservation
formatting

Elements such as bold, italics, and indentation are maintained, ensuring polished, consistent, high-quality documents.

Automatic coding

Whenever a new document is created, the system automatically generates a unique identification code. This code may include information such as classification, department, and numbering, formatted according to your chosen mask. Existing company codes can also be incorporated.

Dashboards & Metrics

YOUR DATA-DRIVEN COMPLIANCE
Track key insights from the Document Governance module, such as the number of acknowledgments per user, per policy, per department, and analytical data combining acceptance and non-acceptance information by user and policy.

You can customize your dashboard to meet your needs and access indicators easily and intuitively.

Metrics can be viewed and exported as charts or tables, generating management reports.
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Your security is our priority!

We take security seriously. We follow a strict multi-layer protection protocol to ensure data integrity and confidentiality. This way, our clients can trust that their information is always protected.
  • Microsoft Azure security infrastructure
  • Integrated Azure or Google login
  • Database security
  • SSL-secured requests
  • Data storage protection
  • Frequent backups
  • Regularly performed penetration tests
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Bring your compliance into the future with clickCompliance
See our module live in a personalized presentation!

Frequently Asked Questions

Check out the most common questions about Document Governance!

Each organization establishes the internal policies that make the most sense for its area of activity or business. These documents serve as the basis for guide behavior and decisions within the organization. 

In general, the most common compliance program policies are: 

  • Anti-corruption policy 
  • Conflict of Interest Policy 
  • Gifts and Hospitality Policy 
  • Privacy and Data Protection Policy (LGPD) 
  • Code of Conduct and Ethics 
  • Whistleblowing and Non-Retaliation Policy 
  • Third Party Relationship Policy 

Well-defined policies ensure that all employees understand the company's rules and values, reduce legal risks, strengthen the ethical culture e increase institutional credibility. They are also required by legislation such as the Anti-Corruption Law (12.846/2013) and by LGPDThey are essential in audits and certifications. 

They are principles and strategic guidelines that guide the creation and implementation of the integrity program of a company. The guidelines define the tone of leadershipthe organization's ethical priorities and the role of each area in complying with internal and external standards. 

The integrity policy aims to formalize the the company's ethical and legal commitmentsIt also prevents fraud, corruption, harassment and other misconduct. It acts as a guide for the conduct of employees and partners, as well as demonstrating transparency and commitment to compliance. 

To draw up an effective policy, you can follow the step by step below: 

  1. Define the objective and scope of the policy 
  2. Adapt the language to the target audience (clear, accessible and objective) 
  3. Include responsibilities and consequences for non-compliance 
  4. Validate with the responsible areas (Legal, HR, Compliance) 
  5. Implement the policy with communication and training 
  6. Monitor and review the policy periodically 

Don't forget that clickCompliance's platform helps automate the management of these policies once they have been created. 

A compliance document must contain: 

  • Clear and objective title (e.g. Anti-Corruption Policy) 
  • Introduction with purpose and applicability 
  • Mandatory rules and procedures 
  • Roles and responsibilities 
  • Consequences in case of violation 
  • Legal references and useful links 
  • Acceptance field, if necessary 

Don't forget that it's not enough just to create the policyThe distribution and monitoring of the established guidelines are equally important!

Using a specialized platform, such as clickCompliance, increases adherence and reduces the risk of non-compliance. Some ways to have this guarantee are: 

  • Segmented sending documents by area or function 
  • Request for electronic acceptance with legal registration 
  • Control panel with reading and pending indicators 
  • Automatic reminderss for those who haven't accessed the content yet 

It is recommended to review the policies annually or whenever there are relevant changes in legislation, organizational structure or the regulatory environment. A clickCompliance facilitates version control by notifying those responsible and storing the revision history. 

O code of conduct is a broader document, which defines the company's values, principles and ethical standards. The corporate policies are more specific documents, which detail procedures and rules on topics such as corruption, harassment, information security, among others. Both are complementary and must be managed with traceability. 

It's a digital solution for centralize, organize, distribute and monitor corporate documentsThese include internal policies, codes of conduct, rules and regulations. The system ensures that employees have access to the correct version and that the company has traceability over reading and acceptance. 

You can manage any type of document that is part of your company's compliance or corporate governance program, such as: 

  • Code of conduct and ethics 
  • Internal policies (Anti-Corruption, LGPD, Diversity, etc.) 
  • Information security rules 
  • HR standards and internal manuals 
  • Official announcements 

Yes. The system has a control panel with real-time indicators on the status of reading, acceptance and pending issues by employee, area or unit. This guarantees full traceability and legal certainty. 

The documents are sent automatically to defined audienceswith the possibility of integration with corporate e-mail or access via the web portal. Employees can access it at any time, including by cell phone. 

Yesm. You can configure electronic acceptance requiredwith or without a digital signature, depending on the company's policy. The system registers acceptance with date, time and user ID. 

Yes. The system triggers automatic alerts and reminders by e-mail to employees who have not yet accepted the documents on time. Case the employee hasn't signed even with the reminders, you can send an alert to the direct manager as well. 

Yes. clickCompliance allows create personalized segmentationsensuring that each group of employees receives only the documents relevant to their profile, based on integration with the management system your organization uses (Office 365 or G-suite).  

Yes. The module has automatic version control, allowing you to know which version is in force, when it was updated and who accepted each one. This prevents the use of outdated documents and improves information governance. 

Yes. The solution was developed based on principles of General Data Protection Lawguaranteeing transparency, access control, registered consent and protection of personal information of employees. 

  • Risk reduction legal and operational 
  • Improving compliance culture and internal communication 
  • Save time with process automation 
  • Traceability and control in audits 
  • Ensuring that everyone is aligned with policies of the company 

The platform includes cutting-edge information security technologyincluding: 

  • Regular pentests 
  • Logging and audit trails 
  • Integrated antivirus protection 
  • Automatic bug detection 
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