Peak Docs · Use case · Policies
Policies that
stay current.
Document and review policies cleanly: one authoritative version, traceable changes and a fixed review date. Put your review questions together here.
What do you want to review in your policies?
2 questions in the plan. First question: Is there exactly one valid version of this policy?
The policy review at a glance
Version. Change. Review.
Is there exactly one valid version of this policy?
A policy only helps when everyone reads the same version.
Keep each policy as one document in Peak Docs, flag it as the authoritative version and work changes in through comments. Versions with a diff show what changed. Multi-step approvals with roles, read confirmations and e-signature are planned and not available today.
From reading to doing
Your review plan. For your policies.
The next review.
2 questions selected
- Is there exactly one valid version of this policy?
Peak Docs points out possible duplicates. Flag the valid version as canonical.
- Who owns the content and the next review?
Name the person in the document with @ and plan the review as a task.
What makes a policy
reliable.
There is exactly one valid version, every change is traceable and someone owns the next review.
Is there exactly one valid version of this policy?
Peak Docs points out possible duplicates. Flag the valid version as canonical.
Authoritative versionOne document is flagged as canonical; duplicates are detected.
Versions with diffEvery change can be compared and restored if needed.
Freshness signalPeak Docs shows when a document hasn't been looked after for a long time.
The playbook
How a policy stays reviewable.
Valid, reviewed,
traceable.
Define → Review → Update
- 01
Valid version first. Content after.
Before you review, make sure everyone is talking about the same document. Duplicate versions otherwise cause contradictions in daily work.
ExampleTwo versions of the travel policy
Flag one as canonical, archive the other. - 02
A rule people can follow.
Phrase rules so someone can act on them without asking. Comments on the paragraph collect objections before the version takes effect.
Sharpen a rule
Train first class from four hours of travel, otherwise second.Travel should be planned sensibly. - 03
The next review is set.
Plan the next review as a task. Versions record which wording applied when; a complete audit trail is partly available.
Check before publishingIs the next review planned?
Task with a date for the owner.
Your quality check
Is your policy ready for review?
Tick what you have checked. Your selection stays in this view only.
0 of 4 points checked
What this article is based on.
Editorial working example with a made-up company. Canonical flag, duplicate detection, versions with diff and restore, freshness signals and comments exist in Peak Docs today; the audit trail is partly available. Approval workflows with sequence and roles, read confirmations and e-signature are planned. This page is not legal advice.
- Editorial demo
Editorial example with made-up sample data. It describes features Peak Docs has today; everything else is marked as example, concept or planned.
One valid version for every policy.
Add your policies to Peak Docs and flag the authoritative version.
Frequently asked questions
Can I see who changed what?
Yes. Versions show the diff and can be restored. The audit trail is partly available.
Is there an approval workflow?
Not yet. Approvals with sequence and roles are planned.
Does Peak Docs replace legal advice?
No. Peak Docs helps you write and maintain documents but does not review them legally.