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OnPolicy

What OnPolicy is
OnPolicy is online document-control software for small and medium-sized businesses. It moves documents through draft, review, approval, and release stages, retaining revision history and an audit trail of who revises, approves, and releases each document. Administrators can require users to read documents or updates, restrict access to all documents or selected departments, and print reports on required reading, document use, and stalled workflows. Text search and dynamic links to related documents help users locate information. OnPolicy says documents can be controlled to conform to standards including ISO, SOX, HIPAA, JCAHO, IATF, AS, FDA, or GMP. Released documents can be sent to SharePoint, an intranet, or another local server. The SaaS service requires nothing to install or manage and is accessible wherever there is an internet connection. The product page describes audit trails on a secure, backed-up SSAE 16 server. OnPolicy recommends its Windows client because some third-party browsers are dropping Java support. The annual plan costs $990 a year and includes sample policies, procedures, and forms, document uploads, and permissions by department or user. A 30-day trial is available; there is no free plan.
Who it suits
OnPolicy suits small-to-medium businesses that need controlled document review, approval, release, and required-reading records. It may fit organizations working toward the listed compliance standards and managing access by department or user.
What it does well
- Tracks document revisions and approval activity.
- Can require users to read documents and updates.
- Prints reports on reading, use, and stalled workflows.
- Released documents can be pushed to SharePoint or an intranet.
- Includes a 30-day trial.
What to know first
- No free plan is listed.
- The annual plan costs $990 a year.
- A Windows client is recommended due to browser Java changes.
Limits
The annual Policy and Procedure Management Software plan costs $990 a year. The trial lasts 30 days, and there is no free plan.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| OnPolicy | monthly · up to 20 users · larger plans require contacting vendor | $99 a month |
| Policy and Procedure Management Software | $990.00 / Year · full policy-management functionality · sample policies, procedures, and forms · upload your own documents · permissions by department or user | $990 a year |
As onpolicy.com lists them, read 15 Oct 2026. The maker's own page has the final word.
Getting started
- Open the OnPolicy website
- Start the 30-day trial
- Use the online SaaS service through a web connection
- Use the recommended Windows client when needed
- Upload your own documents
- Set permissions by department or user
Verdict
OnPolicy combines document workflows, audit trails, access limits, and reading reports in an online service. Consider its annual price and recommended Windows client when deciding whether it fits your document-control needs.
Questions
Does OnPolicy offer a free plan?
No. OnPolicy is paid, with a 30-day trial available.
What platforms does OnPolicy support?
It supports web and Windows. OnPolicy recommends its Windows client because some third-party browsers are dropping Java support.
What does the annual plan include?
The Policy and Procedure Management Software plan costs $990 a year and includes full policy-management functionality, sample policies, procedures and forms, document uploads, and permissions by department or user.
Can OnPolicy control document access?
Yes. Administrators can allow access to all documents or selected departments, with role-based access available.
Does OnPolicy provide audit trails and signatures?
Yes. It provides audit trails, approval workflows, electronic signatures, revision history, and document-expiry controls.
Where can released documents be sent?
Released documents can be pushed to SharePoint, an intranet, or another local server.
Facts from OnPolicy's own pages
- Access control
- Administrators can limit reader access to all documents or only selected departments. · onpolicy.com, 30 Sept 2026
- Access roles
- The product defines Reader, Editor and Administrator roles with different document and administrative permissions. · onpolicy.com, 15 Oct 2026
- Approval workflow
- Documents move through draft, review, approval and release stages before general users can see them. · onpolicy.com, 15 Oct 2026
- Backup retention
- The stated backup policy keeps daily backups for one month and Monday backups permanently, with off-site copies. · bizmanualz.com, 15 Oct 2026
- Company customers
- Bizmanualz says it has served more than 26,000 customers worldwide. · bizmanualz.com, 15 Oct 2026
- Company founded
- LinkedIn lists Bizmanualz as founded in 1995. · linkedin.com, 15 Oct 2026
- Company headquarters and size
- LinkedIn lists Bizmanualz headquarters in Clayton, Missouri and company size of 11–50 employees. · linkedin.com, 15 Oct 2026
- Compliance reporting
- Built-in reports cover released documents, required reading, workflow status and active or inactive users. · onpolicy.com, 15 Oct 2026
- Compliance reports
- The software can print reports tracking required reading, documents used, and stalled workflows. · onpolicy.com, 30 Sept 2026
- Compliance standards
- OnPolicy says its documents can be controlled to conform to ISO, SOX, HIPAA, JCAHO, IATF, AS, FDA, or GMP standards. · onpolicy.com, 30 Sept 2026
- Desktop downloads
- The vendor provides downloadable desktop applications for Windows and macOS. · bizmanualz.com, 15 Oct 2026
- Documentation depth
- The vendor maintains an OnPolicy wiki with overviews, FAQs, requirements, glossary material, workflow instructions and role guidance. · onpolicy.com, 15 Oct 2026
- Document control
- The system keeps a full audit trail of who revises, approves, and releases documents. · onpolicy.com, 30 Sept 2026
- Document repository
- The system stores controlled documents in a centralized online database with department and category organization. · onpolicy.com, 15 Oct 2026
- Founded
- 2008 · onpolicy.com, 28 Sept 2026
- Free version
- A Bizmanualz article says users can start with a free version for one user and another editor before adding paid users. · bizmanualz.com, 15 Oct 2026
- Headquarters
- Belleville, Ontario, Canada · onpolicy.com, 28 Sept 2026
- Hosting model
- OnPolicy is an online SaaS solution with nothing to install or manage. · onpolicy.com, 30 Sept 2026
- Integrations
- Released documents can be pushed to SharePoint, an intranet, or another local server. · onpolicy.com, 30 Sept 2026
- Java dependency
- Browser-based editing uses Java to launch Windows applications, and the vendor recommends its Windows client because browsers are dropping Java support. · onpolicy.com, 15 Oct 2026
- Legal and licence status
- The product is presented as a proprietary subscription SaaS service; the maker does not publish an open-source licence or self-hosting package. · bizmanualz.com, 15 Oct 2026
- Limit: Java compatibility
- The help center warns that third-party browsers dropping Java may not work with the browser workflow. · onpolicy.com, 15 Oct 2026
- Limit: pricing transparency
- SoftwareSuggest says detailed pricing must be requested rather than displaying a public starting price. · softwaresuggest.com, 15 Oct 2026
- Limit: review evidence
- Independent directory pages show very little user-review evidence: SoftwareSuggest lists zero reviews and TrustList has no submitted reviews. · softwaresuggest.com, 15 Oct 2026
Where OnPolicy stands on Freedom251
- Document Control Software#3 of 26