You don't need to draft your content in a separate document and paste it in later. PolicyCo allows you to write, edit, and format your Articles and Procedures directly within the platform.
We designed our editor to be streamlined. While it intentionally has fewer bells and whistles than a heavy word processor, this simplicity ensures your documents remain clean, consistent, and easy to read across the entire organization.
Writing & Formatting Tools
The toolbar at the top of the editor provides the essential tools you need to structure your content. The sparkle icon at the far left of the toolbar opens the AI agent for the document you're working in. The other tools include:
Text Styling: Use Bold, Italic, Underline, Superscript, and Subscript to emphasize key points.
Alignment: You can Left, Center, or Right align your text to organize your layout.
Lists: Use Bulleted lists for simple items or Numbered lists for sequential steps.
Checklists: Type [ ] to start a checklist with an empty box, or [x] for a box with a check in it. Click a box while you're editing to check or uncheck it. Checklists also show up in the Viewer and in PDF and Word downloads.
Organization: Insert Tables to display data or Code blocks to show technical configurations clearly. Use Page Break (Ctrl/⌘ + Enter) to control where a new page starts.
Visuals: Use the Image insert tool to add screenshots or diagrams, or the YouTube Video tool to embed a video, directly into your document.
Hyperlinks: Link out to external sites or resources using the Hyperlink tool.
Pro Tip: Made a mistake? You can always use the Undo and Redo buttons, or the Clear Formatting tool to start fresh.
Working with Tables
Right-click any cell in a table to see options for that spot. You can:
Add or remove rows and columns.
Turn a header row or header column on or off.
Merge cells together or split them back apart.
Delete the whole table.
To change a column's width, drag its edge. Only the two columns on either side of the edge change, so the rest of your table stays put.
Jump Anywhere with Cmd-K
Press Cmd-K to open the command menu from anywhere in the editor. Start typing a command or search, or use the up and down arrow keys to scroll through the list, which includes Agent, Delegated Tasks, Evidence Templates, Frameworks, Home, My Tasks, Personal Profile, Policies and more. Press Enter to go there, or Esc to close the menu.