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Compliance template

Policy acknowledgement workflow template

Send a policy to an employee, collect the signed acknowledgement and keep the receipt.

2 steps 5 fields Generates a PDFSignature
Use this template See the steps

Free for 14 days. No credit card. You can change every step and field.

How it runs, step by step

The process reads from top to bottom. Each step goes to its owner with a deadline, and everything that happens is recorded in the request's timeline.

  1. Policy

    Whoever starts the request

    Which policy and who must read it.

    3 fields in the request form
    • Policy *Code of conduct, Information security, Privacy, Anti-corruption, Harassment prevention Choice
    • Employee * Person
    • Policy document * Files

  2. Acknowledgement

    The person picked in “Employee”

    Read the attached policy and sign below.

    Due in 5 days (business time) Issues: Acknowledgement receipt
    2 fields
    • Read * Checkbox
    • Employee * Signature

Make it yours

  • Rename and reorder steps and add the fields your team actually needs. Totals and formulas are calculated as people type.
  • Choose who does each step: a person, a team, the requester's manager, or someone picked earlier in the form.
  • Set the approvals, including approval limits by amount, and let approvers decide straight from their email.
  • Add deadlines and reminders, counted in business hours if you want, and escalate late steps.
  • Edit the generated document (Acknowledgement receipt) with your logo and fields. Each PDF carries a verification code.

More compliance templates

Privacy rights request

People ask about their personal data through a public link; the privacy team answers within the legal deadline and a response letter is issued.

Request → Identity check → Response

Conflict of interest declaration

Employees declare relationships or interests that may conflict with their work. Only compliance sees the details.

Declaration → Manager notice → Compliance review

Start from this template

Copy it into your workspace, invite the people involved by email, and send the first request today. One plan with every feature, from $49 a month for 5 users.

Use this template