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Platform User Guide & Support
Platform User Guide & Support
Understand how to use the PolicyCo Platform features.
35 articles in this collection
Written by
Bill Butler
The PolicyCo Interfaces: The Editor and The Viewer
Learn the difference between the Editor and the Viewer.
Written by
Bill Butler
Updated over a week ago
Single Sign On (SSO) and SCIM
Learn how to provision SSO and SCIM
Written by
Bill Butler
Updated over a week ago
Welcome to PolicyCo
Learn about the PolicyCo platform.
Written by
Bill Butler
Updated over a week ago
Platform Settings
Logging Into the PolicyCo Platform
Learn how to login and reset password from the Login page.
Written by
Bill Butler
Updated over a week ago
Create a New Organization
Learn how to create a new organization in PolicyCo
Written by
Bill Butler
Updated over a week ago
Organization Profile
Learn how to update your organization profile and styles.
Written by
Bill Butler
Updated over a week ago
Users
Learn how to manage users in PolicyCo.
Written by
Bill Butler
Updated over a week ago
User Roles
Understanding and adjusting the different roles in PolicyCo.
Written by
Bill Butler
Updated over a week ago
Departments
Learn how to create and manage departments.
Written by
Bill Butler
Updated over a week ago
Policy Settings
Learn how to manage your policy settings.
Written by
Bill Butler
Updated over a week ago
Adding and Updating Payment Information
Learn how to add or update payment information.
Written by
Bill Butler
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
Bill Butler
Updated over a week ago
Editor: Workspace for creating and managing your policies and procedures
Home
Learn about the Home area of the Editor.
Written by
Bill Butler
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
Written by
Bill Butler
Updated over a week ago
Tasks
Learn how to use My Tasks and Delegated Tasks lists.
Written by
Bill Butler
Updated over a week ago
Events and Notifications
Learn how to use Events.
Written by
Bill Butler
Updated over a week ago
Search
Learn how to get the most from search.
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
Written by
Bill Butler
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.
Written by
Bill Butler
Updated over a week ago
PolicyCo Rich-Text Editors
Learn how to use the features when authoring the content of an article or procedure in the Editor
Written by
Bill Butler
Updated over a week ago
Sequences
Learn how to utilize sequencing in PolicyCo.
Written by
Bill Butler
Updated over a week ago
Track Changes / Redlines
Learn how to view track changes (redlines) in the PolicyCo Editor interface.
Written by
Bill Butler
Updated over a week ago
Frameworks and Regulations
Understand how to add compliance frameworks and regulations to your organization.
Written by
Bill Butler
Updated over a week ago
Linking External Controls to Articles
Learn how to associate external controls with articles.
Written by
Bill Butler
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.
Written by
Bill Butler
Updated over a week ago
Linking Procedures to Articles
Learn how to associate procedures with articles.
Written by
Bill Butler
Updated over a week ago
Set up, Gather, and Approve Evidence
Learn how to manage evidence gathering.
Written by
Bill Butler
Updated over a week ago
Library
Learn about policies in the Library.
Written by
Bill Butler
Updated over a week ago
Create a Policy
Learn how to add a new policy.
Written by
Bill Butler
Updated over a week ago
Policy Review
Learn about policy review cycles.
Written by
Bill Butler
Updated over a week ago
Viewer: A customizable presentation of your policies and procedures
Navigating within the Viewer
Learn how to navigate within the Viewer.
Written by
Bill Butler
Updated over a week ago
Text Formatting for the Viewer and Downloads
Learn how to update the text formatting of your policies articles, sections and versions as displayed in the Viewer and downloads.
Written by
Bill Butler
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
Bill Butler
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
Bill Butler
Updated over a week ago
Downloading a Policy
Learn how to download a copy of a policy to your machine or email a downloaded policy directly.
Written by
Bill Butler
Updated over a week ago