In this guide, we’ll cover how to create policies in Formalize, configure settings, and provide a high-level overview of how to manage them effectively.
Overview
The Policy section in Formalize allows you to create, edit, and manage policies across your organization. You can create policies either by editing them within the platform or by uploading a PDF directly. Formalize also offers various editing options to modify the content of your policies. Additionally, you can organize policies into folders, assign responsibilities, and configure approval and acceptance workflows.
How to create a Policy
In the video, we provide a step-by-step walkthrough on how to create policies in Formalize. It covers:
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The difference between creating a policy by editing within the platform or by directly uploading a PDF.
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The available editing options when creating or modifying a policy in the platform.
Policy Settings and Acceptance
This section provides a quick introduction to configuring your policies in Formalize. The video below walks you through the key settings to help you get started, including:
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How to enable an approval flow for policies.
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How to set up the policy acceptance process.
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How to organize your policies into folders and assign responsible users.
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Sharing settings options.
Articles mentioned in the video above:
For more details on setting up approval flows, refer to our Approval Flow guide.
Check below to see how the acceptance process looks from the employee's point of view.
For guidance on setting up users and assigning responsibilities, refer to the Management of Users article.
Acceptance from the employees point of view
Your employees will receive an email invitation that includes a link to the policy to accept.
When they click the link to "Read Policy", they’ll be asked to enter their email address to authenticate, based on the access settings configured in the policy.
For more context on how sharing settings work in policies, refer to the second video in this article.
After entering their email, they'll receive a verification code via email, which they need to input to access the policy.
Once authenticated, they can review the policy and confirm that they have read and accepted it, as demonstrated in the video below.
How to work with Policies
In this video, you’ll gain a better understanding of how to manage policies after creating them and configuring the necessary settings. It specifically covers:
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How to create and manage different policy versions.
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The option to export policy content from Formalize.
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How to publish a policy.
Articles mentioned in the video above:
- For more details on setting up approval flows, refer to our Approval Flow guide.
- Check the video above for guidance on how to create policies and configure Policy settings.
by Lea Vietze, Customer Success Manager
We hope this article was helpful and that you now have a clear understanding of how to work with the Tasks module in Formalize!If you need additional support, please feel free to schedule a meeting with our Customer Success team, here.
For a platform overview and commercial details, you can book a meeting with Kristoffer, from our Sales team, here.
Otherwise you are of course always welcome to reach out by email contact@formalize.com.
