Accepting Policies (App)
When a Policy is assigned to a user, it's shown under Incomplete Documents on the Home screen. A Policy can also be accepted if it hasn't been assigned - but need a refresher.
Note: Your Access Level may restrict the use of some features.
- To accept a Policy:
- From Home
, tap Policies under Incomplete Documents, or
This will be not be shown if there are no assigned Policies to accept.
- From the main menu
, tap Documents > Policies > To Do.
This will be not be shown if there are no assigned Policies to accept.
- From the main menu
, tap Documents > Policies to accept an un-assigned Policy.
- From Home
- Tap the name of the Policy to open. If the Policy has been assigned, tap View.

- Read the Policy and tap Accept once completed.
- Tick the checkbox besides I have read and understood the Policy. Tap Submit.
What's Next?