Welcome to your Document Viewer! This is your central hub for finding policies and SOPs, getting quick answers, and signing off on documents. Here's how to use everything on the screen.
1. Search
The search bar at the top of the sidebar (or press ⌘K) searches both document titles and full document content across your Policies and SOPs.
Results show you the exact section and passage where your term appears, with the matching text highlighted.
Use the Policies / SOPs toggle above the results to narrow your search to just one document type.
Click any result to jump straight to that section in the document, with your search term highlighted on the page.
2. Ask the Assistant
Click Ask the assistant in the sidebar to ask questions in plain language and get an instant answer.
Answers are generated only from documents you have permission to view.
Each answer includes numbered citations linking to a Sources list at the bottom, showing the exact policy or SOP (with version and effective date) the answer came from. Click a source to open that document.
A few suggested questions are shown to help you get started (e.g., "How do I request time off?").
You can ask follow-up questions in the same thread, or click New conversation to start fresh.
3. Home
Home is your starting point — it greets you by name and puts the search bar front and center so you can jump straight to what you need.
4. Inbox
Your Inbox is your to-do list: any documents waiting for your signature ("Documents to sign") show up here. When you're caught up, it'll let you know your Inbox is empty.
5. Library: Policies, SOPs, and Archive
In the sidebar's Library section:
Policies — click to expand the full list of policy documents shared with you. Each shows its current version.
SOPs — click to expand your standard operating procedures, organized by department.
Archive — your history of signed documents, listed by title, document type (Policy or Procedure), version, and the date you signed it.
6. Reading a Document
When you open a Policy or SOP, you'll see:
The document title, its status (e.g., Internal Use Only), version number, and the date it went into effect.
Numbered sections and subsections you can scroll through.
Inline links to related framework requirements (e.g., ISO 27001) and cross-references to related SOPs or policies — click any of these to jump directly to that content.
A download icon in the top-right corner of the document (available if you have download permissions).
A collapse icon next to the breadcrumb (top-left) that hides the sidebar for a distraction-free reading view — click it again to bring the sidebar back.
7. Your Profile Menu
Click your name at the bottom-left of the sidebar, then the ••• icon, to access:
Settings — manage your personal profile and notification preferences.
Support — opens a chat window where you can message the support team directly.
Switch to Editor — moves you to the admin/management side of PolicyCo (only visible if you have editor or admin permissions).
Logout
8. Switching Organizations
If your account has access to more than one organization, click the organization name and logo at the very top of the sidebar to switch between them.
