How to Edit an HTML Document
- Hover over the Policies tab
- Click on the name of a Policy Type
- Click on the name of the HTML document
- On the document viewing screen, click on the pencil icon
- Make necessary changes
- Click Save and Close or Submit
Options Listed on Policy Edit Screen
| Field | Description |
|---|---|
| Sub Status Drop-Down | Drop-down menu that shows the sub statuses that have been created |
| Approved | Check this box if the document has approved for adoption and it will be included in your manual |
| Rescinded | Check this box when an HTML document is no longer applicable |
| Submit for Public Review | Check this box if you wish to get comments from the public |
| Delete Draft | Check this box if the draft is no longer needed |
| Request Review by | Check this box for review by your association’s analyst. This option is only available to select sites |
| Adopted/Revised/Rescinded Date | Enter the adopted, revised, or rescinded date |
| Original Adopted Date | Enter the date that the document was orginally approved |
| Last Reviewed Date | Enter the date that the document was last reviewedNote: This date will automatically update with the adopted/revised/rescinded (ARR) date. The Reviewed Date can not be earlier than the ARR date but it can be later. |
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