Welcome to Dantian Policy Management

Dantian Policy Management is a WordPress plugin that gives your organisation a self-hosted system for creating, distributing, and tracking policy acknowledgements — without any third-party SaaS account or subscription.

Every document you publish can be version-controlled. Every time a staff member reads and acknowledges a document, that record is locked to the exact version they read and stored on your own server. When an auditor asks for proof, you export a report in seconds.

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What does it do?

The plugin works in two layers that you can use independently or together.

The Knowledge Base layer

Your staff get a searchable, browsable Document Hub embedded in your WordPress site. They can find documents by type, category, or keyword, read FAQs, and see only the documents their role entitles them to see. Nobody outside the assigned audience can find, search, or open a document — this is not a “hidden link” approach; the content is filtered out of every listing and search for unauthorised visitors.

If you also publish guides or help articles, a separate documentation portal turns any tagged set of documents into a docs-style site with a sidebar, table of contents, and previous/next navigation.

The Governance layer

This is what sets the plugin apart from a standard knowledge base. Each document can require a formal acknowledgement. Staff tick a confirmation box and click Acknowledge — and, if you enable it, pass a short comprehension quiz first — before the system records their sign-off. Every acknowledgement record captures:

• Who acknowledged the document
• Which version of the document they read
• What role they held at that moment
• When they acknowledged
• A digital fingerprint (SHA-256 hash) of the document content at that version

With the Pro add-on you can also require a minimum reading time and scroll depth before the Acknowledge button unlocks.

That fingerprint means you can prove, years later, that the document content has not changed since the staff member acknowledged it.

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Who is it built for?

The plugin is used by organisations that need defensible evidence of policy distribution:

• HR and People teams who need proof that every staff member read the updated employment policies
• Clinics and health providers under HIPAA, NHS DSPT, or Australian Privacy Principles who cannot use cloud tools for this data
• Schools and training providers under FERPA, ASQA, or NDIS audit requirements
• ISO 27001 and ISO 9001 certified businesses who need controlled-document evidence
• Aged care, allied health, and professional services — any team that must prove policy distribution to a regulator

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Free vs Pro

The Free plugin covers the complete acknowledgement lifecycle on its own. The optional Pro add-on unlocks advanced governance features for larger organisations.

Feature	Free	Pro
Document management with version control and rollback	✓	✓
Role-based visibility (gated by default)	✓	✓
Acknowledgement tracking with expiry	✓	✓
Comprehension quiz before acknowledgement	✓	✓
Read-time and scroll-reach capture on acknowledgements (opt-in)	✓	✓
Enforced minimum read-time / scroll gate	—	✓
Acknowledgement campaigns	✓	✓
Owner approval workflow (single-stage)	✓	✓
Attestation export (CSV + PDF with your logo and brand colours)	✓	✓
Page gating	✓	✓
Edit suggestions	✓	✓
Document Hub, documentation portal, and search	✓	✓
FAQ management	✓	✓
Reminder emails	✓	✓
Compliance Overview dashboard (admin)	✓	✓
Document file import (ZIP of Word, PDF, text, or Markdown files)	✓	✓
Regulatory frameworks taxonomy	✓	✓
Bookmarks and saved searches	✓	✓
Read-only auditor role	✓	✓
Waiver / exception register	—	✓
Per-document compliance dashboard	—	✓
Multi-stage approval workflow	—	✓
Additional PDF template designs	—	✓
Outbound acknowledgement webhooks	—	✓
Curated framework libraries, evidence packs, and framework audit workflows	—	✓
AI-assisted workflows (your own OpenAI or Anthropic key)	—	✓
Scheduled digest emails for managers	—	✓

Pro is a separate plugin — install Free first, then add Pro on top. Removing Pro at any time leaves your Free features, documents, and acknowledgement records fully intact.

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No third-party data sharing (Free)

The Free plugin’s own code makes no external network requests. Your documents, acknowledgements, and staff data stay on your server. (If you embed third-party media such as a YouTube video in an FAQ answer, the visitor’s browser loads it as normal.)

The Pro add-on can optionally send acknowledgement webhooks to a URL you choose, and can call OpenAI or Anthropic with your own API keys for AI features — both are off by default and fully opt-in. Documents marked Confidential or Restricted are never sent to an AI provider.

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Where to go next

If you are setting up for the first time, start with the Installation & Quick Start guide.

If you want to understand the concepts before diving in, read How the Plugin Works.

If you are looking for a specific feature, use the search above or browse the category tabs.