Adding an HTML Document

There are two ways to add a new document — from the Policy Listing screen or from the Work In Progress screen:

How to Add a New HTML Document From the Policy Listing Screen

1. Hover over the Policies tab
2. Click on Add New Document link
3. Choose the option Create a New Document
4. Choose your Policy Type, Section, Document Type, and code
   Note: Choose a document type that was created as an HTML document.
   Users with permission to access this type and codification can add new sections and codes from the drop-down menus.
5. Click Add Document
6. On a new screen, type or copy/paste document information
7. Click Save and Close, draft document will remain in your Work in Progress

How to Add a New HTML Document From Your Work in Progress Screen

1. Hover over the Policies tab
2. Click on Work In Progress link
3. Choose the Policy Type in the drop-down menu, if necessary
4. Click on Add New Document link
5. Choose the option Create a New Document
6. Choose your Policy Type, Section, Document Type, and code
   Note: Users with permission to access this type and codification can add new sections and codes from the drop-down menus.
7. Select the descriptor code from the drop-down list
8. Click Submit
9. On a new screen, type or copy/paste document information
   
10. Click Save and Close, draft document will remain in your Work in Progress