Need a copy of your policy to go? Whether you’re looking to save a PDF for yourself or send one over to a teammate, here is everything you need to know about getting your documents out of the PolicyCo Viewer.
How to Download
If you're ready to download, open the policy in the Viewer and click the download icon in the top right corner of the document. A Download window will open.
From there, you have a couple of options:
Pick and Choose: You can download just the policy you are currently viewing or select multiple policies at once.
Save as PDF or Word Document: Once you hit the final download button, the option to save as a PDF version of the document or Word Document is available. Before you download, you can use the checkboxes to add a Cover Page, Table of Contents, Requirements, Procedures, or the Release and Review History.
Can’t See the Download Option?
If the download button isn't showing up for you, it’s likely because the person who shared the policy has restricted downloads. To get access, simply reach out to an owner of your organization to request permission.
How to Email a Policy
Sometimes it’s easier to just send a policy directly to an inbox. To do this:
Click the circle next to Email Recipients.
For external guests: Just type in the email address where the policy needs to go.
For team members: If the person is already a member of your organization, you can quickly find them by selecting their name from the drop-down list.