Supporting documents and links can be added to a policy. Follow the steps below to add them to a new or existing policy.
How to Add Supporting Documents or Links to a New Policy
- Click on Add New Policy link
- Select the descriptor code from the drop down list
- Choose your document type
- Click Submit
- Type or copy/paste policy information
- Go to Supporting Documents section
- Drag and drop or search and locate documents to add to policy
- Go to Supporting Links Section
- Type in the title you want displayed for the link on the left and the URL to the site on the right
- Click Submit when finished, draft policy will remain in your Work in Progress
NOTE: A paperclip will display next to the Policy title indicating there is an attachment.
To adopt a policy, please refer to the article Adopting a Policy.
How to Add Supporting Documents or Links to an Existing Policy
- On the Policy tab, click on Policies Listing
- Click on name of Policy
- On policy viewing screen, click on the edit icon
- Go to Supporting Documents section
- Drag and drop or search and locate documents to add to policy
- Go to Supporting Links Section
- Type in the title you want displayed for the link on the left and the URL to the site on the right
- Click Submit when finished to save the policy as a draft
NOTE: A paperclip will display next to policy title indicating there is an attachment.
To adopt a policy, please refer to the article Adopting a Policy.
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