--- description: Review of DocTract Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: DocTract | Reviews, Pricing & Demos - SoftwareAdvice IE --- Breadcrumb: [Home](/) > [EHS Management Software](/directory/4673/ehs/software) > [DocTract](/software/193195/doctract) # DocTract Canonical: https://www.softwareadvice.ie/software/193195/doctract Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.ie/software/193195/doctract?page=2) > DocTract is a cloud-based policy management solution designed to support the creation, approval, tracking and distribution of organizational policies and procedures. It is used by organizations across various sectors, including healthcare, education, financial services, manufacturing, government, non-profits, construction, energy, retail, technology, transportation, entertainment, professional services, fire protection and law enforcement. The software is suitable for teams managing policy documentation and compliance needs. The platform includes AI-powered features that enhance policy management workflows. These features include natural language search for quick access to policy information, automated document creation with customizable templates, tools for assessing policies against industry regulations and automated summaries of policy changes. An automated workflow engine manages tasks such as updates, approvals and periodic reviews. Advanced version control tracks edits and changes, maintaining a complete audit trail. Collaboration tools centralize team communication, document sharing and workflow coordination. The tool includes features for attestation and training management to keep employees informed about policy updates. Users can perform full-text searches across policy libraries, compare policies to industry standards and generate audit-ready reports. > > Verdict: Rated **5.0/5** by 46 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **5.0/5** | 46 Reviews | | Ease of Use | 4.9/5 | Based on overall reviews | | Customer Support | 5.0/5 | Based on overall reviews | | Value for Money | 4.9/5 | Based on overall reviews | | Features | 4.7/5 | Based on overall reviews | | Recommendation percentage | 100% | (10/10 Likelihood to recommend) | ## About the vendor - **Company**: DocTract - **Location**: Farmington Hills, US - **Founded**: 2018 ## Commercial Context - **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: Czech, Danish, Dutch, English, Finnish, French, German, Hebrew, Italian, Norwegian, Portuguese, Spanish, Swedish - **Available Countries**: Argentina, Australia, Austria, Belgium, Brazil, Canada, Finland, France, Germany, Ireland, Netherlands, New Zealand, Norway, Portugal, South Africa, Sweden, United Kingdom, United States ## Features - API - Access Controls/Permissions - Activity Dashboard - Activity Tracking - Alerts/Notifications - Approval Process Control - Archiving & Retention - Assessment Management - Attestation - Audit Management - Audit Trail - Autosave - Change Management - Collaboration Tools - Commenting/Notes - Compliance Management - Compliance Tracking - Configurable Workflow - Contact Management - Content Management ## Integrations (4 total) - Google Docs - Microsoft 365 - Microsoft Entra ID - Okta ## Support Options - Email/Help Desk - FAQs/Forum - Phone Support - Chat ## Category - [EHS Management Software](https://www.softwareadvice.ie/directory/4673/ehs/software) ## Related Categories - [EHS Management Software](https://www.softwareadvice.ie/directory/4673/ehs/software) - [Document Management Software](https://www.softwareadvice.ie/directory/722/document-management/software) - [Document Control Software](https://www.softwareadvice.ie/directory/4233/document-control/software) - [Document Version Control Software](https://www.softwareadvice.ie/directory/4278/document-version-control/software) - [Accreditation Management Software](https://www.softwareadvice.ie/directory/4354/accreditation-management/software) ## Alternatives 1. 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The learning curve is small since the platform is very intuitive to use. > > Customer service has been incredible. This is true from the initial contact and demo, through the implementation process, and finally to deployment. We were given easy and simple instructions all along the way which has made using DocTract very easy. ----- ### "Great System for Managing Policy and Any Other Documents" — 5.0/5 > **Star** | *18 April 2023* | Nonprofit Organisation Management | Recommendation rating: 10.0/10 > > **Pros**: Ease of use, clean interface for end users, value, support, single sign on capabilities, full audit trail, collaboration abilities, attestation and testing features with verification, ability to link files in virtually any format including tutorial MP4s, durable links that always point to the current published document. > > **Cons**: Nothing's perfect, but on balance, DocTract has been a great tool for us and I haven't regretted my decision to go with them over the other options we investigated. I'd have liked the ability to bulk publish our existing policies during the initial upload, but we were able to find a workaround that made that first publishing process mostly painless. > > Our organization has been using DocTract since May 2021 and I highly recommend it. In selecting a solution for our policy and procedure needs, we evaluated many (15) similar solutions. DocTract provided the best combination of features, flexibility, affordability and service. Our non-profit grew from one location to 45, but our systems for managing policy and procedure, forms and regulatory documents had not kept pace. We needed a solution that would not only store and distribute our documents, but would also address the bigger lift - helping our department heads manage the review and revision of those documents without the benefit of a dedicated "policy" team. The system is easy to use and very streamlined, particularly for the end user - which is 95% of the people who access the system. If it isn't easy and intuitive, they just won't use it. Document owners can easily collaborate with subject matter experts within the system and we were able to build defined workflows for each department to ensure that every policy is reviewed and approved by the right people. Support is CRITICAL and has been excellent from my first contact with the company to present. We have a dedicated rep who is readily available whenever we have questions or are looking for the best way to structure our processes or utilize the system. The system is also in active development for improvements with features being added and enhanced regularly. ----- ### ""Clunky" at first, more than satisfied in the end\!" — 4.0/5 > **Christopher** | *3 June 2024* | Hospital & Health Care | Recommendation rating: 8.0/10 > > **Pros**: DocTract is primarily used for the management of our agency policies, procedures, and plans and the workflow templates allow multiple groups within and affiliated with our office to provide collaboration and approval as needed. We also regularly use the training course/test features with specific policies/plans that must be reviewed by all personnel. > > **Cons**: I was not a part of the implementation team for our Agency but am the responsible party for maintaining it now. At first, it seemed very "clunky" having to manually assign multiple users to review, collaborate, and approve documents. The customer success lead and the support team have been super helpful in learning how to navigate through everything though. ----- ### "Why I'd recommend DocTract to any organized soul..." — 5.0/5 > **Tiffany** | *9 September 2024* | Hospitality | Recommendation rating: 10.0/10 > > **Pros**: I love how easy it is for my team to search for important documents and for me to be able to make changes to them. Also, I LOVE that their system keeps tabs on previous versions, so if we need to revisit how something was done in the past, we can easily locate that information. > > **Cons**: I wish the search tool was the same on the back end as it is on the front end\! > > Honestly, I've never enjoyed working within a system more. Onboarding was foolproof, they walk you through setting up your business step by step. Their team is super helpful and knowledgeable. The system is simple to navigate. 10/10. ----- ### "Great document management" — 5.0/5 > **Mary** | *19 September 2024* | Hospital & Health Care | Recommendation rating: 10.0/10 > > **Pros**: Excellent policy management with straightforward setup and usability. On the user side it is easy for employees to find what they need using keywords or organized labels. On the administrative side the team can collaborate, track revision changes and watch trends in user use. > > **Cons**: You cannot edit the revision number. Some minor edits such as spacing or a font change should have the option to keep the revision number the same. > > Company contact is prompt and clear in correspondence. ----- Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.ie/software/193195/doctract?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.ie/software/193195/doctract) ## This page is available in the following languages | Locale | URL | | de | | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | | fr | | ----- ## Structured Data