Creating Your Policy
You have four ways to get your policy into the system. Choose the one that best fits your current workflow:
Method 1: Starting from Scratch
If you prefer to build your policy manually, you can simply click New Policy and Start from Scratch.
From there you can add articles, type in your data, and build your policy from the ground up!
Method 2: Importing a .docx File
Already have your policies in Word? No need to copy and paste.
Click the Import button within the policy editor.
Select Word Document, choose your
.docxfile, and click Open.A Preview will appear on the left side so you can check the formatting before finalizing.
Set the Title: At the very top of the editor, type two dashes (
--), press Enter, typetitle: Your Policy Name, press Enter again, and type two more dashes (--).Add Headings: Use hashtags to create clear sections.
#for your Main Heading.##for Subheadings.###for even smaller subsections. (etc)
Method 3: Drafting with AI
Think of the AI chatbot as your policy thought partner.
Select New Policy and then click Draft with AI.
Prompt the Agent: Talk to it naturally—for example, "I need a policy for mobile device security."
Refine: The AI will ask questions to understand your goals. Once you're happy with the direction, it will build the draft on the left side of your screen for you to edit or accept.
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: Since these are generic templates, make sure to 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.
2. Reviewing and Managing Articles
Once your draft is ready, it needs a pair of fresh eyes. If you aren't the final decision-maker, click the red Mark for Review button on the right pane. This sends a notification to the Policy Manager's task list.
3. The Approval Workflow
When an article is ready for the "official" seal of approval, click the blue Approve button.
Pro Tip: Approving doesn't make the policy "live" yet. It moves it into a Release Candidate—a staging area where all your changes wait until you're ready to publish the whole version at once.
4. Releasing the Policy
This is the final step that puts your policy into active duty. Select your policy and click the Release icon (the circle seal with a checkmark) in the top right.
Assign Approvers: Designate the Manager or Board Rep giving the final stamp.
Pick a Version Number: Start at 1.0 for new policies. For updates, the system will suggest the next logical step (like 1.1 or 2.0).
Set the Dates: * Effective Date: When the policy goes live.
Review Frequency: Set this date for reminders to review your policies.