Policy authoring and redlining in Compliance Workspace

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • Policies are effective when they’re carefully monitored and revised periodically. By reviewing and updating them at regular intervals, organizations can maintain updated policies to avoid audit and compliance risks.

    Policies of an organization tend to get outdated over time either due to the growth of the organization or due to the changes that happen in an organization structure. For these reasons, policies must be carefully monitored and revised consistently.

    Policy owners, collaborators, reviewers, and approvers enable policy authoring and redlining. Review and redlining of policy results in multiple versions that must be maintained for an audit purpose.

    Key benefits of policy redlining
    It improves the overall policy authoring and redlining experience by enabling:
    • Policy owners, collaborators, reviewers, and approvers to collaborate using O365 or Google Drive.
    • Redlining and reviewing capability.
    Key features
    1. Policy owners and collaborators can collaborate and draft a policy using O365 or Google Drive.
    2. Policy reviewers can collaborate, review, and redline policy.
    3. Approvers can review and approve the policy.
    4. Ability to maintain different versions of the policy, and retain its history.
    5. Ability to copy policy text from a document to the policy text field in HTML, retaining the format.
    6. Ability to convert the policy to PDF format.
    7. Simplify user experience by guiding the user through policy authoring, redlining, and publishing.