Security and compliance have never been more critical. Designate page reviewers and approvers, safeguard sensitive content with e-signatures and set expiration dates to keep documents up to date. The enhanced version control enables easy access to previous versions of your documents, which is often required in audits to meet regulatory standards.

Flexible, robust reporting features make tracking and reporting changes, reviews and approvals easy. Check the Document report for document status within a space and filter by approver to track what you or a teammate need to approve. The Document Activity report provides a comprehensive workflow history for each page, which can be embedded and exported as needed to meet regulatory requirements.

Build workflows that identify the intended reviewers, the intended interaction and the expiration date. Set minimum approval thresholds and control how regularly a document needs to be reviewed. Then, execute actions based on these rules. The outcome: a fully automated document management process.

Create comprehensive documentation required for compliance standards. The reporting macros enable displaying the current state, approval status and entire activity history directly on the page, which can be exported to PDF. Data Center users can add even more automation and use macros to control how the workflow functions.

Let your reviewers know what’s required of them by adding personalized notifications to your workflows. A trigger can be set for a specific event to create one or more notifications via email or on-page pop-ups, like when a document is about to expire and it’s time for a review.

Keep everything online: compliance, access control and security. E-signatures let you sign and review documents, all within Confluence. This added level of encryption enhances validity and is preserved in the document history, further supporting compliance initiatives.

Visible in the byline of the document, displaying the workflow state adds transparency and communicates the milestones in your documentation process. States can be fully customized with transitions, expiry dates and assigned reviewers, and is updated as documents move through the workflow. Your team will know where a document is in its lifecycle, mitigating the risk of misinformation.

Quickly separate draft and published content by integrating with Comala Publishing. Workflows can be configured to automatically publish content updates, providing internal and external customers with accurate and up-to-date information.