Editing an In Progress Policy

Before you start

On Desktop Only

  1. In the side menu, select Documents and Files > Policies, then click the In Progress tab.

  2. Click Edit on the applicable policy.
  3. This will open the policy in our document editor. Here you have the ability to update and format the content as required.



  4. Once you have made the updates required you can either Sign off the policy to make it active or save for further editing at a later time.