Policy Management
Create, upload, and manage policy documents for acknowledgment campaigns
Policies are PDF documents that users must read and acknowledge. They serve as the foundation for acknowledgment campaigns. Each policy can be used in multiple campaigns, and the system tracks policy versions to ensure users acknowledge the correct version.
Document Management
Upload PDF documents, add descriptions, categorize policies, and track versions.
Version Control
Track policy versions and document changes to ensure users acknowledge the correct version.
Creating Policies
Navigate to Create Policy
Go to Policy Acknowledgement → Policies → Click "Create Policy" or use the button on the dashboard.
Enter Policy Information
Fill in the policy details:
Clear, descriptive name (e.g., "Information Security Policy")
Brief description of the policy's purpose and scope
Select from predefined categories (Security, Privacy, HR, IT, Compliance, etc.)
Upload Policy Document
Upload the policy PDF file:
- Click "Upload" or drag-and-drop the PDF file
- File must be a PDF (application/pdf)
- Maximum file size: 50MB
- Optionally add a file description
Save Policy
Click "Create Policy" to save. The policy will appear in your policies list and can be used in campaigns.
Policy Categories
Categories help organize policies and can be used for filtering in the policies list. You can also use categories to group related policies in reports.
Managing Policies
Viewing Policies
Navigate to Policy Acknowledgement → Policies to see all policies. The table shows policy name, category, version, status, active campaigns, and last updated date.
Editing Policies
Click "Edit" on any policy to modify its name, description, or category. You can also upload a new version of the policy document.
Updating Policy Documents
When you upload a new version of a policy document, the system calculates a new hash. If the policy has changed, users enrolled in active campaigns may need to re-acknowledge the updated version.
Version Tracking
The system automatically tracks policy versions and document hashes. Each acknowledgment is linked to the specific version the user acknowledged, ensuring compliance records reflect the exact policy content.
Best Practices
Use clear, descriptive names that indicate the policy's purpose
Add comprehensive descriptions to help users understand the policy
Categorize policies consistently to enable effective filtering and reporting
Ensure PDF files are properly formatted and readable before uploading
When updating policies, create new campaigns if major changes require re-acknowledgment
Keep file sizes reasonable (under 50MB) for faster loading and better user experience
Next Steps
Need Help?
Our support team is here to help you with policy management.