Released policies can be downloaded as .pdf or .docx format(s) from either the Editor or Viewer. For instructions on how to access the viewer click here. Downloaded policies can include one or many policies, as chosen by the user. The download can also include Procedures and Controls, if chosen by the user.
To Download a Policy from the Viewer
Click on the policy within the Viewer
Click the square logo menu from the right corner
Click Download
Choose format from drop down menu
Choose additional policies (as applicable) to include int he download
Choose the option(s) to include Procedures and/or Controls in the download
Click Download
If there are multiple policies, they will be separate documents in a .zip file
To Email a Policy from the Viewer
Click on the policy within the Viewer
Click the square logo menu from the right corner
Click Download
Choose format from drop down menu
Choose additional policies (as applicable) to include int he download
Choose the option(s) to include Procedures and/or Controls in the download
Choose Email Recipients
Add Email Address(es)
Click Send
Policy or Policies will be delivered to the email address(es) as an attachment
If there are multiple policies, they will be separate documents in a .zip file
To Download a Policy from the Editor
Click Policies
Click on Policy
Click on three-dot hamburger menu under Add New button
Click File Download and a modal will pop up
Choose format from drop down menu
Choose additional policies (as applicable) to include int he download
Choose the option(s) to include Procedures and/or Controls in the download
Click Download
If there are multiple policies, they will be separate documents in a .zip file
To Email a Policy from the Editor
Click Policies
Click on Policy
Click on three-dot hamburger menu under Add New button
Click File Download and a modal will pop up
Choose format from drop down menu
Choose the option(s) to include Procedures and/or Controls in the download
Choose Email Recipients
Add Email Address(es)
Click Send
Policy or Policies will be delivered to the email address(es) as an attachment
If there are multiple policies, they will be separate documents in a .zip file
To Download a Candidate for Release
It's important to understand that a candidate for release is not effective policy, but considered a draft until it is released and effective. PolicyCo will allow for the download of a Candidate for Release, but with some additional guardrails and limitations. This feature is best suited for when an organization needs to review a candidate outside of the system, with Board members, for example before releasing it in the platform.
Navigate to the Release Candidate in Policy Settings
Track changes are available by default and compare the candidate for release to the previously (current) released version of the policy
Green highlight indicates content that was added to an approved article
Red Strike-through indicates content that was removed from an approved article
Click the three-dot hamburger menu to choose to hide redlines
Click the three-dot hamburger menu
Click Download/Share
Special Notes: A candidate for release can include the Changelog but will not provide the option to to include controls, nor procedures (even when linked.) Controls and procedures linked are only available in downloads of Released Policies. Candidates for Release are also PDF only.