Twist ERP
Twist ERP
AI-Powered Business Ecosystem

Policy & Document Management

Centralize policies, SOPs, and key documents with approvals.

Store, version, and publish policies and documents with acknowledgements, access control, and links into workflows. Keep compliance evidence and history ready.

Tie documents to modules, trigger reads on role changes, and automate reminders when policies update.

Twist ERP preview

What you get

One controlled library for policies, SOPs, templates, and evidence.

Structured library

Organize by category, department, or module with metadata, tags, and retention rules.

Versioning & approvals

Draft, review, approve, and publish with full history and change logs.

Acknowledgements

Request read-and-ack from teams; track completion and reminders automatically.

Workflow links

Attach policies to forms and workflows so users see rules in context and approvals stay compliant.

Core workflows

Keep policies discoverable, acknowledged, and enforced.

Create & classify

  • - Upload or author documents with templates and metadata.
  • - Tag by department, process, sensitivity, and retention.

Review & publish

  • - Route drafts for legal/compliance review.
  • - Publish with effective dates and version history.

Notify & acknowledge

  • - Send to roles or teams; require acknowledgement.
  • - Track completion and send reminders automatically.

Enforce in workflows

  • - Attach policy links to forms and approvals.
  • - Show SOP steps inline when users submit requests.

Audit & retention

  • - Evidence of who read what and when.
  • - Retention and archival rules with export options.

AI assistance

  • - Ask questions about policies; get summarized answers.
  • - Suggest related policies when filling forms.

Need policy compliance you can prove?

Centralize documents, automate acknowledgements, and link policies directly into your workflows.