Creating Your Policy
You have four ways to get your policy into the system. Pick the one that fits how you work:
Method 1: Starting from Scratch
Click New Policy, then Start from Scratch. From there, add articles, type in your content and build your policy from the ground up.
Method 2: Importing a Document
Already have your policy in a file? No need to copy and paste.
Click New Policy, then Import. This opens the AI agent.
Attach your document. The agent can read PDFs, Word documents, text files and images.
The agent checks a few details with you, like the policy name and how to split a long document into articles. You'll see a preview before anything is saved.
Note: Import needs LLM turned on for your organization. If it's off, the Import card is greyed out.
Method 3: Drafting with AI
Think of the built-in AI assistant as your policy thought partner.
Click New Policy, then Draft with AI.
Prompt the Agent: Talk to it naturally. For example, "I need a policy for mobile device security."
Refine: The agent asks follow-up questions to understand your goals. Once you're happy with the direction, it builds the draft on the left side of your screen for you to edit or accept.
Like Import, Draft with AI needs LLM turned on.
Method 4: Using the PolicyCo Library
Don't reinvent the wheel! You can jumpstart the process using professionally crafted templates.
Browse the Library: Find a template that aligns with your needs.
Personalize: These are generic templates, so tweak the details to fit your company's specific rules.
Preview & Import: Look it over on the left side. If it looks good, click Import.
Reviewing and Managing Articles
Once your draft is ready, it needs a fresh set of eyes. If you aren't the final decision-maker, click the red Request Review icon (the arrow) next to the article's status. The reviewer gets an email with the full text of the article, and it shows up in their task list.
The Approval Workflow
When an article is ready for the official seal of approval, click the Approve icon (the checkmark) next to its status.
Pro Tip: Approving doesn't make the policy "live" yet. It moves the article into a Release Candidate, a staging area where your changes wait until you're ready to publish the whole version at once.
Releasing the Policy
This is the final step that puts your policy into active duty. Open your policy and click the Release icon (the circle with a checkmark) in the top right. The panel shows the release candidate, which is all the approved changes waiting to go out. Fill in:
Signing Authority Type and Signing Authority: Choose who gives the final stamp.
Version: Start at 1.0 for new policies. For updates, the system suggests the next logical step, like 1.1 or 2.0.
Effective Date: When the policy goes live.
Review Cycle: How often the policy should be reviewed, so you get reminders.
Then click Release Version.
Drafts aren't included in a release. If some articles are still drafts or waiting on a review, a warning icon appears with a count of each. Click a count to jump to those articles.