PolicyCo

Welcome to PolicyCo

Learn how to login and reset password from the Login page.

Login and Signup

Learn the difference between the editor and the viewer

Editor vs. Viewer

Understand how to use the PolicyCo Platform features. 

Platform User Guide & Support 

Navigating within the Viewer

Learn how to update the text formatting of your policies articles, sections and versions as displayed in the Viewer and downloads.

Text Formatting for the Viewer and Downloads

Learn the difference between Public and Private Policies as it relates to the Viewer.

Public vs Private Policies in the Viewer

Learn how to download a copy of a policy to your machine or email a downloaded policy directly.

Downloading a Policy

Where most users go to view published policies and procedures

The Viewer

Learn how to use the features when authoring the content of an article or procedure in the Editor

Editor Features

Learn how to utilize sequencing in PolicyCo.

Sequences

Search

Understanding and adjusting the different roles in PolicyCo.

User Roles

Learn how to view track changes (redlines) in the PolicyCo Editor interface.

Track Changes / Redlines

Download and Send

The management side of the policyco platform

The Editor

Home

Learn how to use My Tasks and Delegated Tasks lists.

Tasks

Delegated Tasks

Events and Notifications

Learn how to share policies with end users

Policy Sharing

Learn how to export Controls and Articles

Exports

Learn how to create a policy, add or edit articles for review and approval, and release a new version of a policy.

Creating, Approving, and Releasing a Policy

Policy Review

Archive a Policy

Delete Articles

Learn how to create and manage attestations

Policy Attestations

Policies

Learn how to create a procedure, edit content, submit for review, and approve a new version.

Creating, Reviewing, and Approving Procedures

Delete Procedures

Learn how to associate procedures with articles.

Linking Procedures to Articles

Procedures

Learn how to associate external controls with articles.

Linking External Controls to Articles

Controls

Set up, Gather, and Approve Evidence

When creating an action plan is too detailed

Bypass Period

Learn how to write action plans when control tests fail.

Action Plans

Evidence

Learn how to manage your policy settings.

Users

Learn how to create and manage departments.

Departments

Learn how to add or update payment information.

Payment Method

Single Sign On (SSO) and SCIM

Learn how to use our Public API to add, retrieve and delete evidence

Public API

LLM, ChatGPT Integration

Library

Learn how to update your organization profile and styles.

Organization Profile

Settings

Understand how to add compliance frameworks and regulations to your organization.