Platform User Guide & Support

The PolicyCo Interfaces: The Editor and The Viewer

Learn the difference between the Editor and the Viewer.

Written by Corie Kellman
Updated yesterday

Logging Into the PolicyCo Platform

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

Written by Corie Kellman
Updated this week

Profile

Learn how to update your organization profile and styles.

Written by Corie Kellman
Updated over a week ago

Users

Learn how to manage users in PolicyCo.

Written by Corie Kellman
Updated yesterday

User Roles

Understanding and adjusting the different roles in PolicyCo.

Written by Corie Kellman
Updated yesterday

Departments

Learn how to create and manage departments.

Written by Corie Kellman
Updated yesterday

Policy Settings

Learn how to manage your policy settings.

Written by Corie Kellman
Updated this week

Adding and Updating Payment Information

Learn how to add or update payment information.

Written by Corie Kellman
Updated over a week ago

Subscriptions

Learn how to manage your subscriptions.

Written by Corie Kellman
Updated over a week ago

Downgrading to a Free Trial Subscription

Learn how to downgrade to a free trial subscription from a paid subscription.

Written by Corie Kellman
Updated over a week ago

Search

Learn how to get the most from search.

Written by Bill Butler
Updated over a week ago

Create a Policy

Learn how to add a new policy.

Written by Corie Kellman
Updated this week

Delete a Policy

Learn how to delete a policy.

Written by Corie Kellman
Updated over a week ago

Create a Section

Learn how to create a section.

Written by Bill Butler
Updated over a week ago

Create an Article

Learn how to write an article.

Written by Corie Kellman
Updated over a week ago

Revise or Edit an Article

Learn how to revise or edit an existing article.

Written by Corie Kellman
Updated over a week ago

Submit an Article for Review

Learn how to submit your article for review.

Written by Corie Kellman
Updated this week

Publish an Article

Learn how to publish an article.

Written by Corie Kellman
Updated over a week ago

Delete an Article

Learn how to delete an article.

Written by Corie Kellman
Updated this week

Frameworks

Understand how to add compliance frameworks to your organization.

Written by Corie Kellman
Updated this week

Attach Controls to Articles

Learn how to associate controls with articles.

Written by Bill Butler
Updated over a week ago

Create a Procedure

Learn how to create procedures.

Written by Corie Kellman
Updated today

Submit a Procedure for Review

Learn how to submit your procedure for review.

Written by Corie Kellman
Updated this week

Publish a Procedure

Learn how to publish a procedure.

Written by Corie Kellman
Updated this week

Revise / Edit a Procedure

Learn how to revise or edit an existing procedure, identify current versions and see track changes.

Written by Corie Kellman
Updated this week

Delete a Procedure

Learn how to delete a procedure.

Written by Corie Kellman
Updated this week

Attach Procedures to Articles

Learn how to associate procedures with articles.

Written by Corie Kellman
Updated today

Set up and Gather Evidence

Learn how to manage evidence gathering (control validation).

Written by Corie Kellman
Updated over a week ago

Annual Policy Review

Learn how to schedule and track annual policy reviews.

Written by Bill Butler
Updated over a week ago

Marketplace

Learn about policies in the Marketplace.

Written by Bill Butler
Updated over a week ago

Accessing The Viewer From The Editor

Learn how access the Viewer for policies and procedures from the Editor and how to return to the Editor.

Written by Corie Kellman
Updated over a week ago

Navigating within the Viewer

Learn how to navigate within the Viewer.

Written by Corie Kellman
Updated over a week ago

Text Formatting for the Viewer

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

Written by Corie Kellman
Updated over a week ago

Public vs Private Policies in the Viewer

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

Written by Corie Kellman
Updated over a week ago

Sharing Policies and Procedures Directly Through The Viewer

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

Written by Corie Kellman
Updated over a week ago

Downloading a Policy

Learn how to download a copy of a policy.

Written by Corie Kellman
Updated this week