Getting Around the Viewer: Your Quick Start Guide
Welcome to your main dashboard! This screen is designed to be your central hub for accessing important documents and managing your tasks. Whether you need to find a specific policy, sign off on a new procedure, or get answers fast, here is how to navigate the Viewer.
1. Find Answers Fast (Search & AI)
Don’t want to dig through folders? You don't have to.
Search Your Library: Use the search tools to instantly look through the entire library of documents available to you.
Ask ChatGPT: Need a quick answer? You can pull up the ChatGPT integration to ask questions directly. It’s smart, safe, and secure—it will only pull answers from items you specifically have permission to view, ensuring you get relevant and authorized information.
2. Your Home Screen
Think of the Home screen as your "At a Glance" command center.
Attestations: This section will immediately let you know if you have any outstanding items. If you have a document ready to sign, it will direct you straight to your Inbox.
Policies & Procedures: You’ll see quick-access buttons to Browse or Search specifically through the Policies or Procedures that have been shared with you.
3. The Sidebar Navigation
Along the left-hand side, you have a menu to help you jump between different sections:
Policies: Click here to see a list of all policy documents shared with you.
Procedures: Select this to view the standard operating procedures you have permission to access.
Inbox: This is your "To-Do" list. Any incomplete attestations (documents waiting for your signature) will be waiting for you here.
Archive: Wondering about something you signed last year? The Archive holds the history of all your signed and completed attestations.
4. Profile, Downloads & Support
Need to grab a file or get help? Click on your Name/Company Logo in the top right corner to open your user menu. From here you can:
Download: Find the download option to save a copy of a policy or procedure (available only if you have download permissions).
Get Support: Quickly reach out to the support team or view help articles on how to use PolicyCo.
