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PolicyCo vs DocTract for Nonprofit Policy Management

Modern SaaS policy management vs. established document control platform

DocTract is an established document control and policy management platform that has served healthcare and nonprofit organizations for many years. PolicyCo is a modern SaaS policy lifecycle management platform designed for dynamic organizations, including nonprofits managing large volunteer workforces. Both tools address the core challenge of policy governance, but they differ in their approach to user experience, procedure distribution, identity management, and pricing model.

Feature Comparison

Policy version control

PolicyCo

Article-level versioning with formal releases, effective dates, and side-by-side change comparison

DocTract

Document versioning with check-in/check-out and revision history

Approval workflows

PolicyCo

Multi-stage policy approval with role-based permissions and logged timestamps

DocTract

Configurable approval workflows with routing and notification rules

Procedure distribution

PolicyCo

Dedicated Viewer with ChatGPT-powered natural language search and department-based visibility

DocTract

Document access portal with keyword search and category navigation

Attestation tracking

PolicyCo

Department-based attestation with automated multi-stage reminders and immutable signature records

DocTract

Read confirmation and acknowledgment tracking with reporting capabilities

SSO and SCIM

PolicyCo

SAML 2.0, OpenID Connect, and SCIM included on all plans at no additional cost

DocTract

SSO available; check with vendor for plan availability and provisioning options

Compliance framework mapping

PolicyCo

Map individual articles to SOC 2, HIPAA, NIST, ISO controls with pre-built libraries and real-time coverage dashboard

DocTract

Regulatory cross-referencing and standards mapping at the document level

Article-level linking

PolicyCo

Regulations and procedures link to individual policy articles, not whole policies. One article can map to multiple controls and multiple procedures, creating granular traceability from requirement to implementation

DocTract

Linking typically operates at the document level — a regulation maps to an entire policy document rather than to the specific section that addresses it

AI-powered search

PolicyCo

ChatGPT integration allows natural language questions across approved procedures and policies

DocTract

Traditional keyword-based search across document content

Evidence collection

PolicyCo

Structured evidence templates linked to procedures with assignees, reviewers, and action plans

DocTract

Document-centric evidence storage with audit trail capabilities

User interface

PolicyCo

Modern SaaS design with responsive layout for desktop and mobile access

DocTract

Established interface designed for desktop-first document control workflows

Key Differences

Article-Level Granularity

Most policy tools link regulations and procedures to entire policy documents. PolicyCo links at the article level — the individual section within a policy. This means an auditor can trace a specific SOC 2 control to the exact article that addresses it, and that article links to the exact procedures that implement it. You get precise breadcrumbs (Control → Article → Procedure → Evidence) instead of vague pointers to a 30-page document. For nonprofits juggling multiple regulations, this granularity makes it dramatically easier to demonstrate which part of which policy satisfies which requirement.

Modern SaaS vs. Established Platform

PolicyCo is built on modern web technology with a responsive interface designed for today's distributed workforces. DocTract has a longer track record in healthcare and nonprofit sectors with established relationships and domain expertise.

AI-Powered Discovery

PolicyCo's ChatGPT integration lets users ask questions in natural language ("How do I report a safety concern?") instead of searching keywords. This is particularly valuable for volunteer workforces that may not know official document names.

Identity Management

PolicyCo includes SSO and SCIM on all plans, automatically syncing users and departments with your identity provider. This is critical for nonprofits managing large, changing volunteer rosters.

Sector Focus

DocTract has deep roots in healthcare document control with established workflows for that sector. PolicyCo serves both compliance-focused companies and nonprofits, with particular strength in procedure distribution and attestation for large volunteer workforces.

Which Is Right for You?

Choose PolicyCo if...

Nonprofits and federated organizations that need modern procedure distribution with AI-powered search, attestation tracking for large volunteer workforces, and SSO/SCIM included without enterprise pricing. Also strong for organizations managing both compliance frameworks and operational procedures.

Choose DocTract if...

Healthcare organizations with established DocTract deployments and existing workflows, or organizations that prioritize a vendor with a long track record in the healthcare document control space.

The Bottom Line

Both PolicyCo and DocTract address the nonprofit policy management challenge. DocTract brings years of healthcare and nonprofit sector experience. PolicyCo brings a modern SaaS approach with AI-powered search, SSO on all plans, and a Viewer designed for self-service procedure access by large volunteer workforces. The best choice depends on whether you prioritize established sector-specific workflows or a modern platform with integrated identity management and AI-powered discoverability.

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