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Editor Features

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

Updated over a week ago

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:

  • 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 .

  • Organization: Insert Tables to display data or Code blocks to show technical configurations clearly .

  • Visuals: Use the Image insert tool to add screenshots or diagrams 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 .

Collaboration & Comments

Collaboration is key to great policy writing. We have added a commenting feature accessible directly from the toolbar that lets you discuss changes without leaving the document.

  • Targeted Feedback: You can attach a comment to a single word, a sentence, or the entire article.

  • Tagging Users: Need to get a specific person's attention? Use the @ symbol to tag Policy Managers, Department Managers, or Authors. This starts a thread where you can reply back and forth, and automatically sends them an email notification so they know their input is needed.

  • Thread History: Every comment displays the user's name along with a date and time stamp, so you always know who said what and when.

  • Manage & Resolve: You can edit your comments or delete them using the trash can icon. Once a discussion is finished, mark the comment as Resolved. This moves it from the "Open" tab to the "Resolved" tab, clearing your view but keeping the history accessible

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