Platform User Guide & Support

Understand how to use the PolicyCo Platform features.

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33 articles in this collection
Written by Bill Butler and Lauren Massingille
Editor: Workspace for creating and managing your policies and procedures

Home

Learn about the Home area of the Editor.
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Written by Lauren Massingille
Updated over a week ago

Viewing and Downloading an Export File

Learn how to view an export, filter it as needed, and download the file
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Written by Lauren Massingille
Updated over a week ago

Tasks

Learn how to use My Tasks and Delegated Tasks lists.
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Written by Lauren Massingille
Updated over a week ago

Events and Notifications

Learn how to use Events.
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Written by Lauren Massingille
Updated over a week ago

Search

Learn how to get the most from search.
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Written by Bill Butler
Updated over a week ago

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

Learn how to Release existing policies that were published prior to May 6, 2022 under Policy Versioning
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Written by Lauren Massingille
Updated over a week ago

Creating, Approving, and Releasing a Policy

Learn how to create a policy, add or edit articles for review and approval, and release a new version of a policy.
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Written by Lauren Massingille
Updated this week

PolicyCo Rich-Text Editors

Learn how to use the features when authoring the content of an article or procedure in the Editor
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Written by Lauren Massingille
Updated over a week ago

Sequences

Learn how to utilize sequencing in PolicyCo.
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Written by Lauren Massingille
Updated over a week ago

Track Changes / Redlines

Learn how to view track changes (redlines) in the PolicyCo Editor interface.
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Written by Lauren Massingille
Updated over a week ago

Frameworks and Regulations

Understand how to add compliance frameworks and regulations to your organization.
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Written by Lauren Massingille
Updated over a week ago

Linking External Controls to Articles

Learn how to associate external controls with articles.
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Written by Lauren Massingille
Updated over a week ago

Procedures: Creating, Reviewing, and Approving

Learn how to create a procedure, edit content, submit for review, and approve a new version.
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Written by Lauren Massingille
Updated over a week ago

Linking Procedures to Articles

Learn how to associate procedures with articles.
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Written by Lauren Massingille
Updated over a week ago

Set up, Gather, and Approve Evidence

Learn how to manage evidence gathering.
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Written by Lauren Massingille
Updated over a week ago

Marketplace

Learn about policies in the Marketplace.
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Written by Bill Butler
Updated over a week ago

Policy Review

Learn about policy review cycles.
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Written by Lauren Massingille
Updated over a week ago