As an administrator or editor, you can add a new policy to your policy management list.
Click the policies icon
then click Policy Management.Click New Policy.
Create a blank policy
If you want to create a new policy from scratch, follow these steps.
Click Create a blank policy, then enter the policy name.
Select the policy type, then select the policy structure template.
Click Next, then add your policy content by typing or copy-pasting from another source.
If required, create personalised fields by clicking Manage Personalised Fields.
If required, click Preview to check over the policy, then click Next once you're happy.
Select if the policy needs to be read and select the due date for the policy.
Click Finish to publish the new policy.
Upload an existing policy
If you already have an existing policy document you need to add, you can upload it.
Click Upload Policy File, then select your document.
Enter the name of your policy, then select the type.
Click Next, then enter your policy content.
Click Save.
If required, click Preview to check over the policy, then click Next once you're happy.
You can then select if the policy needs to be read, and select the due date the policy needs to be read.
Click Finish to publish the new policy.
⚠️Important: With all imported files, please check the content in detail. PDF imports in particular can be challenging as the content is extracted automatically and may not transfer perfectly into the editor.
Formatting, layout, and structure can vary depending on the source file. We recommend reviewing all uploaded PDF policies carefully before publishing to ensure the content is accurate, complete, and formatted as intended.