Document management

Document management software that turns policies into proof

Q: What is document management software?

It's a system that governs documents through their lifecycle — from creation and review to approval and audit — with control and traceability built in.

Q: How does Process Street support document control?

It automates versioning, reviews, approvals, and acknowledgments with full audit trails and workflow enforcement.

Q: Can I set review schedules and approval workflows?

Yes. Define recurring cadences, assign reviewers, and let the system handle notifications and signoffs.

Q: Can teams control access and track acknowledgments?

Absolutely. Control access by role or location, and track who acknowledged which version, when.

Q: Does this integrate with SOP and training workflows?

Yes. Docs and workflows are fully connected — embed docs into onboarding, compliance, or ops checklists.

Q: How fast can we go live?

Most teams launch in under a week using no-code tools, templates, and onboarding support.

Enforce version control, streamline reviews, and stay audit-ready with Cora, your AI compliance engine.

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Document management software that turns policies into proof

Trusted by more than 3000 companies

What's your biggest document management challenge?

Docs governs every version with automatic reviews, change tracking, and controlled access.

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Document control isn't just about storage. It's the foundation of trust, execution, and compliance.

Whether managing SOPs, policies, or regulatory files, your system must prove the right version was followed — by the right person, at the right time. Process Street's Document Management Software makes that automatic. Govern, approve, track, and enforce every document with Cora.

Organize and control all documents

Centralize SOPs, policies, and compliance docs with versioning, access rules, and full audit history.

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Transform document handling into workflows

Turn updates, reviews, and acknowledgments into workflows — no chasing or manual tracking.

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Reduce risk and improve accuracy

Prevent outdated use with enforced access, instant updates, and controlled publishing.

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Ensure compliance with built-in logs and approvals

Create an audit-ready trail for every doc — every change, approval, and acknowledgment recorded by default.

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Meet Cora:
Your AI compliance partner

Cora is your compliance control tower. Integrated into Process Street, Cora ensures documents are governed, tracked, and audit-ready at all times.

Creates and routes documents Build workflows with built-in routing and version logic
Executes document workflows in real time Enforces steps, tracks status, and closes gaps
Flags expired or unacknowledged documents Surfaces risks before they become findings
Prepares for audits Instantly exports approval chains, version logs, and acknowledgment history

Cora ensures you don't just write the policy —
you prove it.

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Streamline document reviews and updates

Automate review cycles and notify stakeholders when updates are due.

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Strengthen departmental and site-level ownership

Use roles, departments, and locations to control who owns and sees each document.

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Manage acknowledgments and training links

Tie docs to training tasks and acknowledgment steps. Track completion in one system.

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Manage acknowledgments and training links

Gain visibility with real-time reporting and KPIs

Spot overdue reviews, missed sign-offs, and compliance gaps before they escalate.

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Teams in regulated industries use Process Street to manage active, compliant documentation:

SOP and policy management

Keep SOPs current with enforced review cycles, structured approvals, and version history.

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Compliance documentation

Manage ISO, FDA, SOC 2, or HIPAA records with built-in traceability and audit exports.

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Training and onboarding records

Link docs to onboarding steps, track acknowledgments, and prove delivery.

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Audit evidence and traceability

Pull signed, time-stamped docs in seconds to satisfy audits.

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Cross-functional document management

Give HR, Legal, Ops, and Compliance one shared system with access control by team or region.

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Change control and governance

Route updates through structured review, lock publishing, and capture approvals.

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Frequently asked questions

Can't find the answer you need? Contact our support team.

What is document management software?

How does Process Street support document control?

Can I set review schedules and approval workflows?

Can teams control access and track acknowledgments?

Does this integrate with SOP and training workflows?

How fast can we go live?

Trusted by 3000+ companies

From fast-growing teams to global enterprises, Process Street powers
document control that scales with speed, accuracy, and confidence.

Data protection & security

ISO27001 compliance

Process Street is ISO 27001 certified, confirming compliance with global standards and a strong commitment to protecting customer data through audited, continuously monitored security controls.

Data protection & security

SOC 2 Type II compliance

Process Street has passed a SOC 2 Type II audit, confirming that it meets various criteria for safeguarding customer data. An independent external auditor has verified the effectiveness of the controls implemented by Process Street.

Healthcare information privacy

HIPAA compliance

HIPAA, a federal law, safeguards patient health information. Process Street's robust security measures include the option for a Business Associate Agreement upon request, ensuring HIPAA compliance.

Data protection & security

AWS CIS compliance

The CIS AWS Foundations Benchmark provides security best practices for AWS environments. Process Street's compliance ensures a secure cloud infrastructure by following established guidelines for configuration and monitoring.

EU Data protection & privacy

GDPR compliance

The General Data Protection Regulation (GDPR) is an EU law designed to protect the privacy of individuals and businesses in the EU economic area. It establishes rules for how personal data is collected and handled. Read our GDPR statement

Data protection & privacy

CCPA compliance

The California Consumer Privacy Act (CCPA) gives California residents more control over their personal data, including rights to access, delete, and opt out of data sales. Process Street ensures compliance through transparent practices.

Security & privacy

Artificial intelligence

Your data is never used to train AI models. Any data read or created by a workflow is exclusive to that particular workflow instance and cannot be accessed otherwise, even from within the same organization.

Data sovereignty & infrastructure

Data residency & private cloud

Choose where your data is stored with support for US, UK, Canada, EU, and UAE regions. Customers can also opt for private cloud deployment in their own VPC for maximum control and security.

Backed by happy clients

With Process Street we've been able to bring documentation to life… allowing us to adapt processes quickly, improve governance and achieve consistent results