# DocTract Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is DocTract the right Policy Management solution for you? Explore 46 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/184908/DocTract/reviews --- DocTract 5 (46) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 18th, 2026 # Reviews of DocTract Ease of use 4.9 Customer Service 5.0 ## Pros and Cons in Reviews NH Nicole H Executive AssistantNon-Profit Organization Management, 51 - 200 employeesUsed the software for: 1-2 years. “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.“ September 11, 2025 CC Christopher C Director of Quality and ComplianceHospital & Health Care, 11 - 50 employeesUsed the software for: 6-12 months. “At first, it seemed very "clunky" having to manually assign multiple users to review, collaborate, and approve documents.“ June 3, 2024 AR Abby R Corporate Executive Assistant - Governance and SubsidiariesBanking, 501 - 1,000 employeesUsed the software for: 1-2 years. “From the first demonstration, DocTract provided an elevated experience for both administrators and employees and was the clear choice for customization and document management.“ September 20, 2024 AB Andy B Chief Technology OfficerConstruction, 1,001 - 5,000 employeesUsed the software for: 6-12 months. “Honestly, I am not a huge fan of the aesthetics of the management interface.“ September 11, 2023 JR Jane R Sr. Dir. Risk ManagementMedical Devices, 1,001 - 5,000 employeesUsed the software for: 1-2 years. “The combination of a user-friendly interface and efficient administrative features have made a significant positive impact on our workflow. “ September 25, 2025 JR Jane R Sr. Dir. Risk ManagementMedical Devices, 1,001 - 5,000 employeesUsed the software for: 1-2 years. “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.“ September 25, 2025 ## Showing most helpful reviews Showing 1-25 of 46 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Elizabeth S. Manager, Administrative Services Hospital & Health Care Used the software for: 2+ years ### "DocTract is a productivity game changer!" August 29, 2025 5.0 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/) Reason for choosing DocTract Cost and functionality of product for users Review Source VR Verified Reviewer Executive Assistant Non-Profit Organization Management Used the software for: 1-2 years ### "Sarnia-Lambton CAS" September 11, 2025 5.0 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 CC Christopher C. Director of Quality and Compliance Hospital & Health Care Used the software for: 6-12 months ### ""Clunky" at first, more than satisfied in the end! " June 3, 2024 4.0 Pros DocTract is primarily used for the management of our agency policies, procedures, and plans and the workflow templates allow multiple groups within and affiliated with our office to provide collaboration and approval as needed. We also regularly use the training course/test features with specific policies/plans that must be reviewed by all personnel. Cons I was not a part of the implementation team for our Agency but am the responsible party for maintaining it now. At first, it seemed very "clunky" having to manually assign multiple users to review, collaborate, and approve documents. The customer success lead and the support team have been super helpful in learning how to navigate through everything though. Review Source BG Benjamin G. Global Finance Operations Manager Machinery Used the software for: 6-12 months ### "Administrator and user friendly document management system!" June 24, 2025 5.0 I had excellent help from \[sensitive content hidden\] who took me over the learning curve rather quickly and helped me align our workflows to our company's needs. I couldn't be more appreciative of the support! Pros I find that it offers many alternatives to the design of your workflows and processes in managing critical documents. Cons Individual email notifications for documents. It would be more efficient, when large volumes of documents are involved, to have batch email notifications listing many documents. Switched from [Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/) The manual system of updating file names and finding inconsistencies. Review Source JR Jane R. Sr. Dir. Risk Management Medical Devices Used the software for: 1-2 years ### "DocTract has provided the control and oversight of our policy library." September 25, 2025 5.0 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 BW Brooke W. Compliance Support Specialist Hospital & Health Care Used the software for: 6-12 months ### "Amazing Platform with Endless Possibilities!" September 23, 2025 5.0 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 VR Verified Reviewer EA Non-Profit Organization Management Used the software for: 1-2 years ### "Easy to use platform with great support" August 18, 2025 5.0 Overall, a positive experience with comprehensive support from the initial information request throughout training and into account maintenance. The DocTract team is well-versed in the product and professional, while always being responsive to questions. Pros A plug & play platform that makes policy management simple. We can personalize the layout, create attestation to confirm that employees have read the policies, version control and templates. Cons The background setup can be a bit daunting, but the training sessions helped ensure that we were set up for success from the outset. Review Source MAG Mary Alice G. Compliance and Privacy Officer Hospital & Health Care Used the software for: 6-12 months ### "Streamlined Policy Management with Exceptional Support" October 2, 2025 5.0 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 TE Tammy E. Manager of Operations Hospital & Health Care Used the software for: 1-2 years ### "Successful Full Year" September 26, 2025 5.0 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 JD Jaco D. CFO Non-Profit Organization Management Used the software for: 1-2 years ### "Transformative Experience with DocTract" July 13, 2025 5.0 Working with DocTract has been a truly positive and transformative experience for our organization. From the outset, the platform has proven to be intuitive, reliable, and incredibly effective in streamlining our policy management and implementation processes. What once was a fragmented and time-consuming task is now centralized, automated, and easy to manage. The ability to track, update, and distribute policies seamlessly has significantly improved our compliance and internal communication. The support and collaboration with the DocTract team have also been outstanding. responsive, knowledgeable, and genuinely invested in our success. DocTract has been a game changer, and we highly recommend it to any organization looking to modernize and simplify their policy lifecycle management. Pros Time saving Easy to use Innovative Simplistic Clear audit trail Clear roles and responsibilities Responsive Cons There is nothing I do not like about DocTract. This is honnestly the best Policy Management System I have come accross in my 20+ years career. Review Source MC Maureen C. CEO Hospital & Health Care Used the software for: 6-12 months ### "Satisfied with implementation and product!" July 17, 2024 5.0 Very good and very satisfied for the system. Pros Accessibility and ease of use for our staff at all levels. Cons Search capability could be tightened a bit to ease in locating policies. Reason for choosing DocTract The cost of implementation and ease of use for all employees. Review Source SS Sakir S. Head of Risk and Compliance Financial Services Used the software for: 1-2 years ### "DocTract for Growing Financial Services Firm " April 18, 2023 5.0 Overall, this is a system that is very important to our firm and we would struggle without it. Pros The system was introduced early on and this has proven to be a great advantage for us as a regulated financial services firm. DocTract has allowed us to keep audit and track policies throughout their lifecycle and provide accurate details to our regulator and auditors. DocTract performance and availability has been excellent so far. Cons DocTract is constantly improving and delivering new functionality - e.g. Binders. I would like to see this continue. Reason for choosing DocTract Price and ease of use. Review Source TS Tim S. Director of Governance and Diversity Defense & Space Used the software for: 1-2 years ### "Great Product and even better for the price! " August 1, 2022 5.0 Keeps us organized and promotes collaboration on policies. Attestations and training keep employees informed on new requirements and revisions to policies or documents. Pros Document management to collaborate and update documents, attestations and training. Ease of use, intuitiveness, and price are excellent. Ability to use a code to change company name and logo so policies and forms can be used for our joint ventures and other companies. Cons There is no specific function or capability I like least. It is a great tool. A capability I would like to see in the future is to print all policies as a manual. Reason for choosing DocTract Yes. Review Source KD Kyle D. Compliance Business Analyst - Global Risk Retail Used the software for: 6-12 months ### "We love DocTract!" September 19, 2023 5.0 Pros The simplicity of uploading and viewing documents, and all the controls that are in place to customise to our needs. Cons There really isn't much I can say that I dislike about DocTract. It's been a great solution for us. Review Source BA Becky A. Law Clerk Financial Services Used the software for: Less than 6 months ### "DocTract Review" July 14, 2022 5.0 The overall experience has been great. Anyone we have dealt with at any touch point has been professional and helpful. Our employees enjoy the ease of use of the product. Pros Our policies were previously housed in large PDF formats which were difficult to update. DocTract's cloud-based platform has made housing, updating, and maintaining policies and procedures much easier and efficient. Cons We do not have any comments with regards to cons. Reason for choosing DocTract DocTract was chosen as the functions aligned with what our company was looking for, the price point was perfect, and the ease of use of the platform. Review Source JW Joseph W. Managing Partner Retail Used the software for: Less than 6 months ### "DocTract - Great Small/Medium Size Business Solution" September 21, 2020 5.0 We needed a policy administration and daily Covid symptoms attestation solution and DocTract provided and affordable solution for a small business that was also easy to maintain. Customer support was great and the team at DocTract is very responsive. Pros The product is easy to configure and set-up for initial use. The feature set is "rich" for a product of this type while minimizing complexity. It is a great value. Cons We are anticipating expanded reporting capability. Review Source VT Vincent T. Global Head of Quality and Compliance Transportation/Trucking/Railroad Used the software for: 2+ years ### "Simple and great document management application" September 29, 2025 5.0 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 BA Ben A. Operations Manager Retail Used the software for: 1-2 years ### "A must-have product for many. " September 15, 2025 5.0 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 PB Paula B. Administrative Executive Assistant Hospital & Health Care Used the software for: 1-2 years ### "A great tool for policies " September 10, 2025 5.0 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 VM Vincent M. Fire Chief Public Safety Used the software for: 1-2 years ### "A great tool for fire departments" September 25, 2025 5.0 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 AR Abby R. Corporate Executive Assistant - Governance and Subsidiaries Banking Used the software for: 1-2 years ### "A clear choice for an elevated document management experience" September 20, 2024 5.0 Our financial institution was looking for a modern, easy to use, employee friendly policy environment to transform how our organization, views, uses and updates policy. DocTract became our partner to deliver this experience to our employees. From mapping requirements, training, implementation and launch DocTract has created a top notch experience, and they continue to be present and committed partners. Pros From the first demonstration, DocTract provided an elevated experience for both administrators and employees and was the clear choice for customization and document management. In the ever-changing regulatory landscape, it is reassuring that our technology allows us to keep both our policies and supporting documents up to date and easy to use for our employees. A key feature for our institution is the audit trail, this allows an organization of our size follow and understand the policy changes, when they were made and by whom. Cons Although we had some items on our wish list that weren’t necessarily available at the time of launch, DocTract has been open and amenable to our requests and suggestions and keeps us updated on any new developments. Review Source RF Richard F. VP Learning Retail Used the software for: 1-2 years ### "Reliable and Easy to Use" August 19, 2025 5.0 Pros This policy management platform has proven to be consistently reliable and dependable, providing exactly what our business needs without interruption. Its availability and stability have enabled our company to operate with greater consistency and confidence, ultimately supporting us in delivering on our commitments. Customer support is very good Cons We have not experienced any cons with the platform. If there was a least liked aspect, it might be that it works too well. That is, the results returned are so many that one has to look through lots of search results to find exactly what is being searched for. Review Source MB Mary B. Health Information Manager Hospital & Health Care Used the software for: 2+ years ### "Great document management" September 19, 2024 5.0 Company contact is prompt and clear in correspondence. Pros Excellent policy management with straightforward setup and usability. On the user side it is easy for employees to find what they need using keywords or organized labels. On the administrative side the team can collaborate, track revision changes and watch trends in user use. Cons You cannot edit the revision number. Some minor edits such as spacing or a font change should have the option to keep the revision number the same. Switched from [PolicyTech](https://www.capterra.com/p/20046/PolicyTech/) Better features. Accessibility for the end users. Review Source TM Tiffany M. Operations Administrator Hospitality Used the software for: 6-12 months ### "Why I'd recommend DocTract to any organized soul..." September 9, 2024 5.0 Honestly, I've never enjoyed working within a system more. Onboarding was foolproof, they walk you through setting up your business step by step. Their team is super helpful and knowledgeable. The system is simple to navigate. 10/10. Pros I love how easy it is for my team to search for important documents and for me to be able to make changes to them. Also, I LOVE that their system keeps tabs on previous versions, so if we need to revisit how something was done in the past, we can easily locate that information. Cons I wish the search tool was the same on the back end as it is on the front end! Alternatives considered [Trainual](https://www.capterra.com/p/175749/Trainual/) Reason for choosing DocTract Trainual did not have the majority of the features my team needed. There was no customizability. Review Source DS Delaney S. Training Manager Banking Used the software for: 1-2 years ### "Outstanding System" September 19, 2024 5.0 My overall experience has been incredibly pleasant. During all stages, the assistance from the DocTract is timely, personable, and they take the time to help you meet the needs of your organization. We have been using DocTract for over a year now and do not regret it. Our employees can easily find any procedures and processes to help them become more knowledgeable and assist our members with ease. Pros We enjoy the ease of initiation and friendly staff. After successfully going through the implementation process and training our staff, any maintenance we need to do is seamless and quick. We also appreciate the linking between documents and the search feature is great for all employees! Cons Absolutely nothing! DocTract has been such an improvement for our organization. We have not had any issues. Review Source Talk to a Capterra advisor for free and get results within 15 minutes.