AUTOMATED DOCUMENT COMPLIANCE
How to build compliant documents at scale
Eliminate manual compliance checks with automated document workflows.
“With Templafy, I spend less time reviewing documents for brand compliance, as employees now easily access the latest templates and assets.”
Jessica David
Marketing Executive, Condeco
What is document compliance?
Document compliance means every file your company creates follows the right rules—legal, regulatory, and internal. In practice, that means documents must include things like:
- The right disclaimers and disclosures
- Up-to-date data protection clauses
- Approved branding and formatting
- Accurate company details and policies
- Any industry-specific regulatory language
Without these in place, even a simple report or presentation can put your organization at risk of fines, errors, or reputational damage.
Templafy makes compliance automatic so the right information is always there every step of the way.
Compliance checks slow down everyday workflows
In regulated industries, keeping documents compliant is non-negotiable. But manual reviews slow down everyday workflows and may not catch every mistake. Templafy builds compliance into every document from the start, so teams move faster while staying accurate.
Today
Employees reuse outdated templates and content, repeating past mistakes and making new updates inconsistent.
With Templafy
Templates and assets update in real time from a centrally managed library, so all new content is built with the most accurate and up-to-date information.
Today
Compliance rules live outside the tools people actually use.
With Templafy
Compliance checks are built into everyday tools like Word, PowerPoint and Outlook.
Today
Sensitive information is copied and pasted manually, leaving room for error.
With Templafy
Data flows directly into documents via secure integrations, reducing human error.
How automation impacts document compliance
| Manual workflows | Automated workflows with Templafy | Real-world impact |
|---|---|---|
| Employees rely on outdated templates and manual checks | Templates update in real time and rules are applied automatically | Documents stay accurate and consistent across the business |
| Compliance reviews are slow and inconsistent | Built-in approval flows keep processes fast and standardized | Shorter review cycles and smoother collaboration |
| Errors slip through due to copy-paste and human oversight | Data integrates directly into documents, reducing risk | Lower risk of costly mistakes or fines |
| Audit prep means chasing down documents and evidence | Audit trails and version history are created automatically | Audits become quick, transparent, and stress-free |
Compliance built into every document
Centralized templates and real-time updates
With one source of truth, everyone has equal access to approved assets and templates. Updates are pushed instantly, so outdated content never sneaks into circulation.
Role-based access and approval workflows
Control who can create, edit, and approve documents. Built-in workflows keep reviews transparent without slowing down business.
Version control with built-in audit trails
Every edit is logged, every version is stored, and every document is traceable. Compliance evidence is created automatically, ready for audits anytime.
Why enterprises need an added layer of compliance control
Templafy provides an added layer of control, combining rules-based automation and managed content for the most efficient document workflows.
Works with your existing tech stack
Embed compliance directly into Microsoft 365, Google Workspace, Salesforce, and more. No new systems required. See integrations.
Scales with global operations
Keep documents compliant across multiple regions, languages, and regulations from one centralized platform. Get a platform overview.
Trusted by compliance leaders worldwide
Legal, finance, and HR teams at global enterprises rely on Templafy to reduce risk and stay audit-ready. Explore customer cases.
“Not only did Templafy make the document creation process more efficient, but it also provided an additional level of brand guardianship and quality control.”
Sarah Middleton
Sarah Middleton
Additional resources
Creating a single source of truth at Everest Group
See how the global research firm used Templafy to establish consistency and compliance in document management.
Increasing document quality at hhpberlin
At hhpberlin, project safety and quality depend on the accuracy of their project plans—and that comes down to documents.
Using AI to automate compliance
How Templafy’s AI Assistant helps generate and refine compliant enterprise documents, directly within Microsoft apps.
Managing international brand compliance
How to retain control of a global brand while allowing for
local variation.
Talk to a document compliance expert
Book a demo with one of our specialists to learn about how Templafy provides an extra layer of control to your compliance workflows.
Frequently asked questions
What is document compliance?
Document compliance means making sure every document your organization creates follows the correct internal policies and external regulations. It covers everything from formatting contracts to handling sensitive data securely.
Why is document compliance important?
Non-compliant documents can lead to fines, legal penalties, brand damage, and wasted time during audits. Compliance protects your business, both internally and externally.
Can document compliance be automated?
Yes. Platforms like Templafy embed compliance into daily workflows with automated templates, approval flows, and audit trails—removing the need for manual checks.
How does Templafy support compliance?
Templafy centralizes templates, controls access, tracks changes, and integrates compliance into the tools your teams already use. This ensures accuracy and reduces risk without adding extra steps.
Which industries need document compliance?
Every industry can benefit from automated compliance tools, but it is critical for finance, healthcare, legal, pharmaceuticals, energy, and manufacturing where regulations and audits are most strict.
How can I get started?
Book a personalized demo with Templafy to see how automated document compliance can work for your organization.