Downloading Your Policies
Prefer to save a copy for yourself? You can download your policies/procedures directly to your device.
Choose Your Documents Select the policies/procedures you need from the list on the left side of the window.
Customize the Details Just like emailing, use the checkboxes on the right to include extras like the Cover Page or Table of Contents.
Switch to Download Mode Select the Download radio button (instead of "Email Recipients") to switch the setting.
Save Your File Click the blue button at the bottom to generate the PDF and save it directly to your computer.
Emailing Your Policies
Need to share a policy directly? You can email it straight from the platform to save time.
Choose Your Documents Select the policies/procedures you want to share from the list on the left side of the window.
Customize the Details On the right, use the checkboxes to decide what to include, such as the Cover Page, Table of Contents, or technical Controls.
Switch to Email Mode Select the Email Recipients option (instead of "Download") to change the sending method.
Add People and Send Enter the email addresses in the Recipients box, then click the blue Send button to finish.
