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The Policies Card

Understanding the Policies Card

The Policies card keeps tabs on the publishing status of all your policy documents. At a glance, it tells you which policies are fully published and which ones still have articles in draft — plus it gives you a heads-up when a policy is coming up for review.

What You See on the Card

Each row in the Policies card represents one of your policy documents. For each policy, you'll see:

  • The policy name and version number

  • A progress bar — filled green as articles within that policy are published

  • A percentage — how many of the policy's articles have been published

  • Article counts — the total number of articles in the policy and how many are published (e.g., "44 articles · 44 published")

The Status Dot — Hover for More

To the left of each policy name is a small colored dot. The color is your quick visual signal:

  • Red dot — this policy is due for review soon and may need attention

  • Teal/blue dot — this policy is in good standing

But here's the useful part: hover over the dot and a tooltip will appear showing you the exact next review due date for that policy (for example, "Review by Jun 1, 2026"). You don't have to click into anything to get that date — just hover.

Clicking Into the Grid

Clicking the Policies card title opens the full Policies grid, which lists all of your organization's policies in one place. The grid includes these columns:

If you click an individual policy row directly on the Home card (rather than the card title), it takes you straight into that policy's document editor rather than the grid.

The grid includes a Search bar and can be exported to CSV.

Tips

Use the **Due In** column in the grid to prioritize which policies need review most urgently. Policies showing 11 Days, for example, should be at the top of your to-do list. The red dot on the Home card is your early warning system, and the hover tooltip gives you the exact deadline without having to leave the dashboard.

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