Overview
The Policy module is your centralized workspace for creating clear, consistent organizational policies. It gives you a structured way to draft policies from scratch, define their content, and ensure they follow a standardized format. You can assign owners, add supporting details, and keep everything organized in one place—removing the need for scattered documents or manual versioning.
How to create a Policy
You can find the Policy module in the right-side menu. To create a new policy, click Add Policy and give it a name.
After creating your policy, it will open in Draft mode and start as Version 1.0.
Scrolling down, you’ll see two modes: Editor and PDF.
Editor: Write and edit your policy directly in the platform.
PDF: Upload an existing policy as a PDF file.
If you need to update a policy while keeping a record of the changes, you should always create a new version.
To do this, click Create Draft and give the new version a name.
We hope this article was helpful!
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