Policy Manager release notes

• Upload a PDF file as a starter document during new document creation. The uploaded PDF cannot be edited; to make changes, update the file and replace the existing one.

• You can now assign a policy code to each policy, which acts as a unique identifier when combined with the document name.

• Enable public access to the Policy portal without requiring log in credentials by using the newly added Policy Portal Public View setting under Agency Settings.

Policy Manager has two new features:

• Bulk upload of new documents

• Bulk update of metadata to existing policies

Learn more