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
  1. Click on Add New Policy link
  2. Select the descriptor code from the drop down list
  3. Choose your document type
  4. Click Submit
  5. Type or copy/paste policy information
  6. Go to Supporting Documents section
  7. Drag and drop or search and locate documents to add to policy
  8. Go to Supporting Links Section
  9. Type in the title you want displayed for the link on the left and the URL to the site on the right
  10. 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
  1. On the Policy tab, click on Policies Listing
  2. Click on name of Policy
  3. On policy viewing screen, click on the edit icon
  4. Go to Supporting Documents section
  5. Drag and drop or search and locate documents to add to policy
  6. Go to Supporting Links Section
  7. Type in the title you want displayed for the link on the left and the URL to the site on the right
  8. 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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