Policy Center is where you manage all the policies required for audit readiness and ongoing compliance. You can create, edit, review, publish, and track every policy from one place.
Use this article to understand how the Policy Center works, what actions you can take, and how policies move through their lifecycle.
To view a guided walkthrough of the Policy Center, watch the Policy Center Overview video (Drata login required).
What you can do in the Policy Center
Action | Description |
Create or upload policies | Start from a Drata template or upload your own. |
Edit policy content | Update policy language, files, or version history. |
Assign approvers and publish | Set up configurable, multi-tier approval workflows. |
Track versions and status | Monitor draft, approval, and published versions. |
Export and archive | Download PDF versions or archive outdated policies. |
Know when a change is material or non-material
When editing a policy, you’ll be asked to classify your changes:
Material changes
Substantially affect the policy’s intent or scope.
Trigger a new approval workflow.
Create a major version update (e.g., v1.0 → v2.0).
Require personnel acknowledgment once published.
Non-material changes
Include small wording updates or formatting adjustments.
Create a minor version update (e.g., v1.0 → v1.1).
Do not require acknowledgment.
Can be published immediately by Policy Owners.
Track your policies at a glance
In the Active policies tab, you'll see key metrics to help you stay ahead of renewals and approvals:
Renews soon: Policies with renewal dates in the next 60 days
Renewal past due: Policies past their renewal deadline
Needs approval: Drafts waiting for approval
Ready to publish: Approved policies that haven’t been published yet
Use filters to sort policies by renewal date, status, or owner. You can also use the search bar to quickly find a specific policy.
Manage archived or replaced policies
In the Archived or replaced tab, you can:
Restore archived policies
View versions that were replaced by custom policies
Download previous versions for reference
