PolicyCo

Learn the difference between the Editor and the Viewer.

The PolicyCo Interfaces: The Editor and The Viewer

Welcome to PolicyCo

Bill Butler

Understand how to use the PolicyCo Platform features. 

Platform User Guide & Support 

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

Logging Into the PolicyCo Platform

Learn how to create a new organization in PolicyCo

Create a New Organization

Learn how to update your organization profile and styles.

Organization Profile

Users

Understanding and adjusting the different roles in PolicyCo.

User Roles

Learn how to create and manage departments.

Departments

Learn how to manage your policy settings.

Policy Settings

Learn how to add or update payment information.

Adding and Updating Payment Information

Single Sign On (SSO) and SCIM

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

Public API

Platform Settings 

Home

Learn how to share policies with end users

Policy Sharing

Learn how to view an export, filter it as needed, and download the file

Viewing and Downloading an Export File

Learn how to use My Tasks and Delegated Tasks lists.

Tasks

Learn how to write Action Plans when control tests fail.

Action Plans

Events and Notifications

Search

Learn how to Release existing policies that were published prior to May 6, 2022 under Policy Versioning

Releasing Policies That Were "Published" Prior to May 6, 2022

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

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

PolicyCo Rich-Text Editors

Learn how to utilize sequencing in PolicyCo.

Sequences

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

Track Changes / Redlines

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

Frameworks and Regulations

Learn how to associate external controls with articles.

Linking External Controls to Articles

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

Procedures: Creating, Reviewing, and Approving

Learn how to associate procedures with articles.

Linking Procedures to Articles

Set up, Gather, and Approve Evidence

Library

Create a Policy

Create an Article

Create a Procedure

Policy Review

The Editor

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 share a policy and/or procedure directly with a direct link to the Viewer.

Sharing Policies and Procedures Directly Through The Viewer

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