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, look at the top right corner of your screen. Click on the company logo located right next to your name and select Download.
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: Once you hit the final download button, a PDF version of the document will be saved to your device.
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.
