---
title: "DocTract Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about DocTract Software - reviews, pricing plans, popular comparisons to other Policy Management products and more."
source_url: "https://www.capterra.com/p/184908/DocTract/"
page_type: "product"
language: "en"
---

# 

 DocTract Software Review 2026: Features, Integrations, Pros & Cons

Last updated on August 3, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

DocTract

## What is DocTract?

DocTract delivers modern policy management that's intuitive and easy to use. AI-enabled features transform how you create, manage, and distribute policies through a platform built for today's teams. From seamless document creation to intelligent search, automated workflows to regulatory compliance, we've simplified every aspect of policy management. No complexity, no confusion - just intelligent solutions that help organizations of every size manage policies more effectively, ensure compliance, and keep their teams aligned.

## What is DocTract used for?

[Policy Management](https://www.capterra.com/policy-management-software/)[Compliance](https://www.capterra.com/compliance-software/)[Document Management](https://www.capterra.com/document-management-software/)

Recognitions

Shortlist

Best ease of use

Best value for money

Overall rating

Based on 46 user reviews

Reviews sentiment

Positive

100%

Neutral

0%

Negative

0%

Starting price

Free trial  
not available

Capterra Shortlist charts the highest-rated and most popular products...

-   Compliance / 2025

Our "Best of" badge program showcases products with the highest ratings...

-   Compliance / 2026
-   Document Control / 2026
-   Document Management / 2026
-   Document Version Control / 2026
-   EHS Management / 2026
-   Governance, Risk and Compliance (GRC) / 2026
-   Policy Management / 2026
-   Assisted Living / 2025

Our "Best of" badge program showcases products with the highest ratings...

-   Document Management / 2026
-   Governance, Risk and Compliance (GRC) / 2026
-   Policy Management / 2026
-   Assisted Living / 2025
-   Compliance / 2025
-   Document Control / 2025
-   EHS Management / 2025

## DocTract alternatives

Highest Rated

[Scrut Automation](https://www.capterra.com/p/10012083/Scrut/)

[4.9 (139)](https://www.capterra.com/p/10012083/Scrut/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

99%

of reviewers

rated it above 4 stars

[4.7 (517)](https://www.capterra.com/p/121513/PowerDMS/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[4.6 (293)](https://www.capterra.com/p/175092/JumpCloud-DaaS/reviews/)

Starting price

$3.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[4.8 (105)](https://www.capterra.com/p/138931/Audit-Software/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/184908/DocTract/alternatives/)

## FAQs about DocTract

Overview

### Which roles and teams benefit most from DocTract?

DocTract is most used by compliance, governance, and risk teams that manage policy reviews, regulatory updates, and audit readiness. IT leaders and executives use it to oversee document controls and approvals, while administrative, HR, communications, and public sector staff streamline board materials, records management, and cross-department workflows.

Answer based on 46 reviews

Overview

### What company size and industries is DocTract built for?

DocTract is built primarily for small businesses, which account for 57% of reviewers, and it is used most in hospital and health care at 22%. It also serves midsize companies at 26% and enterprises at 17%, with strong presence in banking at 11% and financial services at 9%.

Answer based on 46 reviews

Talk to an expert

### More questions?

Ask our experts

Features and Usability

### What are the key features of DocTract?

DocTract offers document management, policy management, and compliance management, with access controls/permissions, audit trail, version control, and electronic signature. It also includes configurable workflow, approval process control, document review, reporting/analytics, and archival and retention features for managing documents through their full lifecycle.

Integrations

### Which third-party tools and platforms does DocTract integrate with?

DocTract integrates with Microsoft Entra ID, Google Docs, Microsoft 365, Okta, and Workday Enterprise Management Cloud. These integrations cover identity and access management, document collaboration, and enterprise workforce systems, giving teams connections to the platforms commonly used for authentication, content management, and HR data.

Answer based on 4 reviews

Getting Started and Support

### How easy is it to onboard and train a team on DocTract?

DocTract is generally quick to onboard for end users, with an intuitive interface that most staff learn fast. It offers live online sessions, webinars, videos, and documentation. Reviewers say admins and document owners need more time for backend setup, workflows, and advanced features, but training and support help teams get established.

Answer based on 14 reviews

Getting Started and Support

### What customer support options does DocTract offer, and how do users rate the experience?

DocTract offers email/help desk, FAQ/forum, phone support, and chat. Users generally describe support as responsive, accessible, and patient during setup, training, and day-to-day questions. Some say the backend can feel less intuitive, so direct support is often needed to clarify features when written guidance does not fit specific needs.

Answer based on 13 reviews

Features and Usability

### Is DocTract easy to use for staff and admins?

DocTract makes day-to-day policy and document management easy for most staff and reasonably manageable for administrators. Teams often like the clean search experience, simple setup, and clear revision tools, while some document owners find advanced workflow steps, permissions, and policy updates less intuitive without training or support.

Answer based on 25 reviews

Features and Usability

### How good is DocTract's user interface?

DocTract offers a clear interface that helps employees find, view, and acknowledge documents with little friction. Many healthcare, nonprofit, and compliance-focused teams like the searchable portal, organized labels, and simple navigation, though some administrators find the backend menus busy, less intuitive, or visually cluttered during setup and workflow management.

Answer based on 18 reviews

## Features

AI summary

Based on 516 Policy Management reviews

Capterra data shows that buyers of policy management software rank the following features as their top priorities:

-   **Policy Library** (**57%** of reviewers rated this feature as critical)
-   **Policy Creation** (**55%**)
-   **Compliance Management** (**57%**)

DocTract supports all three of the features reviewers consider most important: **Policy Library**, **Policy Creation**, and **Compliance Management**. Together, these capabilities help businesses keep policies organized in one place, create and update documentation efficiently, and track compliance requirements more effectively, allowing teams to maintain consistency, reduce risk, and stay aligned with internal and regulatory standards.

Policy Library

5.0 (20)

95.00% of 20 reviewers that rated this feature as important or highly important

A repository of all past and existing policies

Policy Creation

4.8 (13)

69.23% of 13 reviewers that rated this feature as important or highly important

Create new policies or alter existing policies

Compliance Management

4.9 (15)

86.67% of 15 reviewers that rated this feature as important or highly important

Track and manage adherence to policies for any service, product, process, or supplier

Secure Data Storage

4.9 (13)

76.92% of 13 reviewers that rated this feature as important or highly important

Securely stores data to prevent data loss or breaches

Document Management

5.0 (22)

95.45% of 22 reviewers that rated this feature as important or highly important

Store, manage, and track all electronic documents in a centralized location

Audit Trail

4.9 (16)

93.75% of 16 reviewers that rated this feature as important or highly important

A record of all activities within the system, including user access, changes made, etc.

DocTract 81 features

### All Features
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Activity Tracking: Track and document all activities across devices, networks, and other systems
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- API: Application programming interface that allows for integration with other systems/databases
- Approval Process Control: Manage the process of evaluating documents or requests submitted for approval
- Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
- Assessment Management: Creation, administration, and evaluation of assessments or tests
- Attestation: Collect, track and store acknowledgements that policies have been read and understood
- Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
- Audit Trail: A record of all activities within the system, including user access, changes made, etc.
- Autosave: The system automatically saves work on an interval without the user needing to manually save
- Change Management: Track and monitor efficient handling of all changes/transitions
- Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together
- Commenting/Notes: Leave comments and notes on documents for others to view
- Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier
- Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders
- Configurable Workflow: Configure existing workflows to meet your organization's needs
- Contact Management: Manage, organize, and store contact information
- Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
- Customizable Branding: Add customized logos and colors to align with company branding
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Data Import/Export: Import and export data to and from software applications
- Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document
- Document Automation: Automated or logic-based workflows that assist in the creation of electronic documents
- Document Check-in/Check-out: Document Check-in/Check-out
- Document Classification: Assign categories, labels, tags, or attributes to documents for organization, search and storage
- Document Lifecycle Management: Series of processes that a document goes through from creation to archiving
- Document Management: Store, manage, and track all electronic documents in a centralized location
- Document Review: Review and analyze existing information across documents
- Document Storage: Store and organize documents in a centralized system
- Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
- Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
- Electronic Signature: Digitally sign online documents
- Email Management: Manage, store and organize emails within the system or via third-party apps
- Environmental Compliance: Guidelines for conforming to environmental laws, regulations and requirements
- FDA Compliance: Track and ensure quality of products in accordance with food and drug administration (FDA) act
- File Management: Create, save, and store files
- File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more
- For Higher Education: Software designed for higher education organizations
- For Legal Professionals: Specifically designed to address the needs of law firms and legal departments
- Forms Management: Store, manage and track all forms in a centralized location
- Full Text Search: Search for specific words or phrases within a document or database
- Indexing: Compile and organize data into specific metrics
- Internal Controls Management: Ensure internal objectives and compliance with policies are met
- ISO Compliance: Guidelines set by the International Organization for Standardization
- Lifecycle Management: Manage the end-to-end lifecycle, from initial setup/development to deployment and maintenance
- Mobile Access: Access software remotely via mobile devices
- Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user
- Multiple Format Support: Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12)
- Policy Creation: Create new policies or alter existing policies
- Policy Library: A repository of all past and existing policies
- Policy Management: Create, manage, and track policies and procedures within an organization
- Policy Metadata Management: Group policies by type for easy classification and discovery
- Policy Training: Train and educate employees on existing and/or new procedures and policies
- Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs
- Real-Time Reporting: Active reporting of data and metrics
- Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- Revision History: Track what was updated, who made the changes, compare two revisions, and revert or perform another revision
- Risk Assessment: Initiate collection and analysis of known risks
- Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties
- Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals
- Rules-Based Workflow: Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
- Sarbanes-Oxley Compliance: Regulations on a company's internal process when dealing with financial reporting
- Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria
- Secure Data Storage: Securely stores data to prevent data loss or breaches
- Self Assessment: An individual's evaluation of his or her own strengths, weaknesses, and skills
- Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information
- Single Sign On: Allow users to access multiple services after entering their login credentials once
- Status Tracking: Track the status over time for a request, process, asset, or transaction
- Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes
- Task Management: Create, manage and track all task activities and progression
- Template Management: Create, save, and re-purpose templates for emails, forms, etc.
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Training Management: Track employee/learner's progression through training programs
- Version Comparison: The process of cross-checking new versions with previous copies to identify changes
- Version Control: Track revisions and updates made to files and navigate between different versions
- Version Rollback: The process of reverting to a previous version or state
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

Get Advice

We can help you find the software with the features you need.

Features

4.7 (46)

4.7

Based on 46 reviews

## Pricing

Value for money

4.9 (44)

Value for money

4.9 (44)

4.9

Based on 44 reviews

## Integrations

[

Google Docs](https://www.capterra.com/p/160756/Google-Docs/)[

Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[

Okta](https://www.capterra.com/p/119653/Okta/)[

Microsoft Entra ID](https://www.capterra.com/p/219692/Azure-Active-Directory/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

5.0 (45)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

5.0 (45)

5.0

Based on 45 reviews

## User reviews

Overall rating

5.0

Based on 46 reviews

Filter by rating

5(44)

4(2)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

MA

Mary Alice G.

Compliance and Privacy Officer

Hospital & Health Care

### "Streamlined Policy Management with Exceptional Support"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

October 2, 2025

DocTract has been invaluable for our compliance program—streamlining policy management with outstanding customer service. Our Customer Success Manager, \[sensitive content hidden\], is always accessible and incredibly supportive.

Pros

I highly recommend the use of DocTract as an effective and reliable policy management system. We have consistently used it as a centralized platform for: 1. Creating, reviewing, distributing, and tracking policies with full version control (my favorite feature) 2. Assigning attestations and tracking to ensure staff accountability and compliance 3. Receiving automated reminders when documents are due for updates 4. Maintaining a complete audit trail 5. Enjoying a very user-friendly interface

Cons

Not truly cons but noteworthy: 1. Learning Curve for Admins – Although staff-facing features are simple, our administrators faced a steeper learning curve and setting up advanced features has been tricky. 2. Notification Overload – Automated reminders are very helpful but, if not carefully managed, can overwhelm staff with too many emails.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

VT

Vincent T.

Global Head of Quality and Compliance

Transportation/Trucking/Railroad

### "Simple and great document management application"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

September 29, 2025

Overall, we had a great experience setting up and using DocTract. The employees liked it, very small learning curve.

Pros

Simple and straightforward to configure and implementation, great support team, and doc features are well designed to avoid complexity

Cons

Unable to distribute documents granularly to specific roles, and lack of multilanguage translation built in

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

TE

Tammy E.

Manager of Operations

Hospital & Health Care

### "Successful Full Year"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

September 26, 2025

DocTract has help up build a P&P repository by creating uniform templates for consistency, establish clear workflow for collaboration and approval, and automate annual review processes. In just one year, we successfully created and managed over 200 documents, all within a structured, easy-to-use system.

Pros

Very easy-to-use system that has helped up improve processes, reduce errors, and improve collaboration. The Binder feature has been especially helpful when specific policies need to be reviewed by outside committees and collaborators.

Cons

The revision process and revision numbering assignment are very easy to use. However, having sub revisions to differentiate between major revisions (a change in process) and minor revisions (correcting a spelling error) could be beneficial.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

JR

Jane R.

Sr. Dir. Risk Management

Medical Devices

### "DocTract has provided the control and oversight of our policy library."

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

September 25, 2025

Overall, we are extremely pleased with the decision to integrate DocTract into our operations. The combination of a user-friendly interface and efficient administrative features have made a significant positive impact on our workflow. We do feel that we are getting value for our money compared to other systems that we reviewed.

Pros

AtriCure, Inc., has been using DocTract for 1-2 years, and it has been a fantastic addition to our policy management program. Our internal customers have found the user interface incredibly easy to navigate, making their experience with the portal categories seamless and enjoyable. We especially appreciate the search function. Launching the international local language option for portal categories has facilitated our global operations. From an administrative perspective, DocTract has proven to be a breeze. The system is intuitive and user-friendly, which has significantly streamlined our processes. The automatic version control and reminder emails are particularly useful, ensuring that document reviews are timely and never forgotten. Moreover, DocTract's customer service has been outstanding, They are always available for a face-to-face meeting to help us walk through any questions or issues.

Cons

Sometimes the written job aids did not address our specific needs, but we were always able to clarify our questions through direct calls with their customer support line.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

VM

Vincent M.

Fire Chief

Public Safety

### "A great tool for fire departments"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

September 25, 2025

My overall experience has been exceptional. The program is easy to use, and the customer support is great!

Pros

The customer service and support for DocTract is unmatched. From our department's initial adoption of the program through its launch and beyond, their team has been extremely patient and helpful.

Cons

The initial setup was time consuming. I wouldn't necessarily say it was a con because the detail shows when you go live and is well worth the time invested.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

BW

Brooke W.

Compliance Support Specialist

Hospital & Health Care

### "Amazing Platform with Endless Possibilities!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

September 23, 2025

DocTract has been a great experience. From the amazing platform itself, to the best account representative's and great customer support. What more could you ask for?! It may appear to be difficult at first to a first time user, but after learning the system, possibilities just seem endless as to how you can utilize this platform and make it work for you.

Pros

The capabilities of this platform and the way it can be utilized, seems almost endless. Being able to place all of our policies, protocols and manuals in one location is such a convenience to all of our staff, from front office, to providers, all the way to administration. Having 10 office locations and almost 300 employees that can access everything in DocTract instead of having a huge paper trail from office to office is so efficient. Our account representative, \[sensitive content hidden\] is absolutely nothing short of amazing. \[sensitive content hidden\] was so patient and kind, well versed in knowing the platform that he represents and always willing to stay over our scheduled time if I had any questions or needed help. I honestly can't say enough good things about \[sensitive content hidden\], but what an asset he is to DocTract. Customer support goes above and beyond to make sure that you receive the help that you need and that you understand it.

Cons

I honestly can't find anything negative to say. I don't think that I have found anything that I don't like yet.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

BA

Ben A.

Operations Manager

Retail

### "A must-have product for many. "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

September 15, 2025

Excellent overall, the onboarding process was very simple and interactive, support has been excellent since, and the product speaks for itself.

Pros

Excellent user-friendly service, straightforward onboarding process, great client support, and strong reference material to refer to.

Cons

Some 'easy wins' which would go a long way to improving the end-user and management experience, but overall still an excellent platform.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

AN

Anonymous User

Executive Assistant

Non-Profit Organization Management

### "Sarnia-Lambton CAS"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

September 11, 2025

Overall we are extremely happy with DocTract. It has been such an easy tool to transfer our policy management to, and across the agency I have consistently received positive feedback which is what you want to hear when you introduce something new like this. We are also very appreciative of the team who worked with us. \[sensitive content hidden\] was very patient and a great support.

Pros

We were previously using a policy program from the US that was very expensive, but similar to Doc Tract. We have found since changing over that it was easy because the two systems were quite similar, however Doc Tract has a far more advanced search ability for content in the policies, we've had amazing customer support through the process of setting up, training us, and a friendly check in on how we are doing. We were able to easily set up staff to use the system, train them with the tools we were provided and had everyone up and running within a 2 month span. Staff have expressed to us that they love it, they love that its accessible when they are out in the community and need to refer to a policy or procedure when providing service so this has truly been a win for us and given everyone's tight budgets this was totally affordable in comparison to what we were paying in the US.

Cons

The only issue I have is that when you are transferring over your policies when you are setting the effective date of when they are created. So it automatically generates the renew date based on the duration you have it set. I understand there is an override section however, we had several policies that were past due and i was unable to set that date because it was in the past. I wish the date fields were a little more flexible for that. One more thing... When a policy goes to revise and you open it in word, i wish it would automatically track changes. I have a few 'owners' of the policies who constantly forget to trigger that and end up changing the whole document and not knowing what is new and what is old or revised unless i compare and highlight it myself. So just having it set to automatically open the draft document as tracking changes would be AMAZING!!

Switched from

[PolicyTech](https://www.capterra.com/p/20046/PolicyTech/)

It was a US company/Product and the cost was astronomical for a not for profit agency. They even gave us a special rate but it still was too expensive to keep and the pricing continued to go up drastically every year. We also had issues with the system it was crashing some of the desktops when using their Word Tool

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

PB

Paula B.

Administrative Executive Assistant

Hospital & Health Care

### "A great tool for policies "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

September 10, 2025

I enjoy using DocTract, the support has been very helpful and useful when I would come across an issue.

Pros

It is very user friendly when add employees to the program. As well, as uploading policies to each department.

Cons

When you have to transfer ownership of the documents. I still struggle to figure out the correct procedure.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Elizabeth S.

Manager, Administrative Services

Hospital & Health Care

### "DocTract is a productivity game changer!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

August 29, 2025

Overall, DocTract has been a true value add to our organization and especially to me. We used to manually track all policies/workflows and it was very easy for the maintenance of policies to fall through the cracks. Once the initial setup of your policies in the system is complete, DocTract truly does all of the heavy lifting for you. I've also had a fantastic experience with their customer service. They are fast, friendly and incredibly helpful. We are very happy with our decision to go with DocTract for our policy management needs.

Pros

DocTract is extremely user friendly and the customer service is top notch! Our policies and workflows have never been more organized. It is so nice to be able to search the system at any given time, and quickly find the most updated policy. Not to mention, it allows you to require attestation on certain policies, which helps satisfy HR and HIPAA compliancy requirements.

Cons

From a policy approval standpoint, I would like to see the ability for the approver of a policy to edit/change a policy and still be able to approve/publish the policy without having to go through the entire policy approval process again (drafts/collaboration/approval).

Alternatives considered

[PolicyTech](https://www.capterra.com/p/20046/PolicyTech/)

Reasons for choosing DocTract

Cost and functionality of product for users

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/184908/DocTract/reviews/)

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