Platform User Guide & Support

Understand how to use the PolicyCo Platform features.

33 articles in this collection
Written by Bill Butler and Lauren Massingille

The PolicyCo Interfaces: The Editor and The Viewer

Learn the difference between the Editor and the Viewer.

Written by Lauren Massingille
Updated over a week ago

Welcome to PolicyCo

Learn about the PolicyCo platform.

Written by Lauren Massingille
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 Lauren Massingille
Updated over a week ago

Create a New Organization

Learn how to create a new organization in PolicyCo

Written by Lauren Massingille
Updated over a week ago

Profile

Learn how to update your organization profile and styles.

Written by Lauren Massingille
Updated over a week ago

Users

Learn how to manage users in PolicyCo.

Written by Lauren Massingille
Updated over a week ago

User Roles

Understanding and adjusting the different roles in PolicyCo.

Written by Lauren Massingille
Updated over a week ago

Departments

Learn how to create and manage departments.

Written by Lauren Massingille
Updated over a week ago

Policy Settings

Learn how to manage your policy settings.

Written by Lauren Massingille
Updated over a week ago

Adding and Updating Payment Information

Learn how to add or update payment information.

Written by Lauren Massingille
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 Lauren Massingille
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 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

Written by Lauren Massingille
Updated over a week ago

Tasks

Learn how to use My Tasks and Delegated Tasks lists.

Written by Lauren Massingille
Updated over a week ago

Events and Notifications

Learn how to use Events.

Written by Lauren Massingille
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 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.

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

Written by Lauren Massingille
Updated over a week ago

Sequences

Learn how to utilize sequencing in PolicyCo.

Written by Lauren Massingille
Updated over a week ago

Track Changes / Redlines

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

Written by Lauren Massingille
Updated over a week ago

Frameworks and Regulations

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

Written by Lauren Massingille
Updated over a week ago

Linking External Controls to Articles

Learn how to associate external controls with articles.

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.

Written by Lauren Massingille
Updated over a week ago

Linking Procedures to Articles

Learn how to associate procedures with articles.

Written by Lauren Massingille
Updated over a week ago

Set up, Gather, and Approve Evidence

Learn how to manage evidence gathering.

Written by Lauren Massingille
Updated over a week ago

Marketplace

Learn about policies in the Marketplace.

Written by Bill Butler
Updated over a week ago

Policy Review

Learn about policy review cycles.

Written by Lauren Massingille
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 Lauren Massingille
Updated this week

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 Lauren Massingille
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 Lauren Massingille
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 Lauren Massingille
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 Lauren Massingille
Updated over a week ago