Document Governance

Every policy current, approved, and actually in use

When a procedure changes, nobody should work from last quarter’s copy. One library, one approval path, and a record of who has the current version.

Trusted by 1500+ enterprises

  • 1,500+

    Clients across 48 countries

  • 50%

    Of clients in the Fortune 500

  • 65%

    Of organizations putting more effort into quantification

  • 15,000+

    Members in the Archer risk community

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How it works

Close the distance between the approved policy and daily practice

A regulation shifts and forty documents need revision. Your reviewers work the same draft, the workflow you defined carries each one to publish, and the teams who follow those procedures get the current version.

  • One published version, always the current one

  • A record of who has the current version

  • Approvals attached, dated, and exportable

Key capabilities

How a policy travels from first draft to the people who follow it

Document Governance spans the complete lifecycle from drafting through attestation.

Governed, not just stored

Drafting, review, and approval all happen inside the record, so the document you publish carries its own workflow, permissions, and full history with it.

Everyone knows the change

Attestation tracking shows which people received a published change, so a procedure update reaches the floor instead of resting in a folder nobody opens.

Linked to your controls

Template metadata maps to fields in your Archer instance, so a published policy links to the obligations and controls it governs instead of standing on its own.

Features

Complete toolkit for authoring, governance, and distribution.

Reusable document templates

You build a template once with its metadata fields, workflow, and body structure, so a new procedure starts in the right shape and your library stays consistent.

Configurable workflows

You define the review stages between drafting and publishing, so the approval path matches how your organization actually signs off rather than a fixed model.

Co-editing on one version

Your reviewers edit the same draft at once and see each other’s cursors, while the version your organization currently follows stays untouched until you publish.

Redlines and diff stepper

Reviewers see additions in green and removals in red, and the stepper walks them through every change, so approval rests on what moved instead of a full reread.

Permissions built by role

You give owners, delegates, contributors, and readers access at the document, version, or draft level, so the right people edit and everyone else still reads.

Tags for your taxonomy

You tag published documents by department, document type, or business line, so a compliance officer filters to the twelve policies that matter and skips the rest.

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What you get with Document Governance

Use cases

Policy governance across every scenario

Document Governance handles the complete policy lifecycle in every context.

  • Enterprise policies

    Every policy sits in one searchable library, drafted by the people who own it and approved through the path you defined. The published version is the one anyone can act on, and each prior version stays on file with its approvals attached.

  • Operating procedures

    The procedure your operations team follows updates on the same controlled path as your policies, and the template holds its structure. Attestation tracking shows who received the change, so a process update reaches the floor and not a folder.

  • Regulatory change response

    A rule changes and twenty procedures need revision. You open a new version of each, reviewers work in parallel, and the workflow carries every one to publish. Attestation shows who holds the current copy, and prior versions stay on file.

  • Board-ready reporting

    Generate executive and board reports in minutes instead of days.

  • Confident compliance

    Stay continuously audit-ready across every framework you operate under.

  • Scales with you

    Onboard new units, frameworks, and regions without rebuilding your program.

Versus alternatives

How Archer compares to a repository plus a workflow tool

Archer brings approval, distribution, and control linkage into one system.

A repository plus a workflow tool

Separate systems for storage and approvals.

Here’s what you get

  • File storage

  • Separate approval process

  • Manual distribution tracking

DIY Compliance

Spreadsheets, shared drives, and tribal knowledge.

Here’s what you get

  • Manual tracking

  • Custom infrastructure

  • Custom updates

Case Studies

Explore Our Case Studies

More than 1,300 organizations run on Archer®, including half the Fortune 500 and 37 of the top 50 global banks. See what their teams were up against, what they built, and what changed.

What Customers Say

Trusted by the teams who carry the risk

Risk, compliance, and audit leaders on what changed after Archer Evolv.

Frequently asked questions

Answers to what policy owners and compliance leaders ask before adopting Document Governance.

You do not rebuild the library by hand. Bring your existing documents into templates that match how you already write policy, publish them through the workflow you define, and version history runs from that point forward.

Yes. Reviewers edit the same draft at the same time and see each other’s cursors and highlights as they work. Comments attach to a point or a passage, and redlines mark every addition and removal, so nobody merges competing copies by hand.

The activity log holds every action taken on a document, its versions, and its drafts, and it exports to CSV. You send the record of who drafted, reviewed, approved, and published, plus the version that was in force on the date in question.

Document Governance runs the document itself, from drafting and review through approval, publication, and version history. Policy Program Management runs the program around it, mapping policies to risks and controls. Many teams run both.

Template metadata maps to fields in your Archer instance, so a published policy carries its links to the obligations and controls it governs. A policy owner opens the policy and sees what it covers rather than tracing connections by hand.

Permissions run at the document, version, and draft level. Owners hold full control, delegates act for them, contributors draft with owner approval to merge, and readers see the published version. Only the owner applies tags to published documents.

Ready to put governed AI to work across risk and compliance?

8,000+ regulatory sources monitored continuously

95% obligation extraction accuracy

Trusted by 37 of the top 50 global banks

Full lineage from obligation to evidence

Reviewed decisions improve the next similar decision

Governed AI without replacing your existing environment