Platform User Guide & Support

Understand how to use the PolicyCo Platform features.

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36 articles in this collection
Written by Bill Butler and Corie Kellman
Editor: Workspace for creating and managing your policies and procedures

Search

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

Create a Policy

Learn how to add a new policy.
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Written by Corie Kellman
Updated this week

Delete a Policy

Learn how to delete a policy.
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Written by Corie Kellman
Updated over a week ago

Create a Section

Learn how to create a section.
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Written by Bill Butler
Updated over a week ago

Create an Article

Learn how to write an article.
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Written by Corie Kellman
Updated over a week ago

Revise or Edit an Article

Learn how to revise or edit an existing article.
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Written by Corie Kellman
Updated over a week ago

Submit an Article for Review

Learn how to submit your article for review.
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Written by Corie Kellman
Updated this week

Publish an Article

Learn how to publish an article.
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Written by Corie Kellman
Updated over a week ago

Delete an Article

Learn how to delete an article.
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Written by Corie Kellman
Updated this week

Frameworks

Understand how to add compliance frameworks to your organization.
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Written by Corie Kellman
Updated this week

Attach Controls to Articles

Learn how to associate controls with articles.
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Written by Bill Butler
Updated over a week ago

Create a Procedure

Learn how to create procedures.
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Written by Corie Kellman
Updated today

Submit a Procedure for Review

Learn how to submit your procedure for review.
Corie Kellman avatar
Written by Corie Kellman
Updated this week

Publish a Procedure

Learn how to publish a procedure.
Corie Kellman avatar
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.
Corie Kellman avatar
Written by Corie Kellman
Updated this week

Delete a Procedure

Learn how to delete a procedure.
Corie Kellman avatar
Written by Corie Kellman
Updated this week

Attach Procedures to Articles

Learn how to associate procedures with articles.
Corie Kellman avatar
Written by Corie Kellman
Updated today

Set up and Gather Evidence

Learn how to manage evidence gathering (control validation).
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Written by Corie Kellman
Updated over a week ago

Annual Policy Review

Learn how to schedule and track annual policy reviews.
Bill Butler avatar
Written by Bill Butler
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