How do I update or delete my policies?

To make changes to a live policy:

1. Scroll down in the left hand menu and select Policies.

2. Under the Live policies heading find the policy you wish to make changes to and select the meatball menu (⋯).

3. Select Update current version.

4. Tick minor or major depending on the changes you want to make, add a reason for creating a new version, and select Continue to begin.

To delete a live policy -

1. Scroll down in the left hand menu and select Documents.

2. Under the Live Documents heading find the policy you wish to delete and select the meatball menu (⋯).

3. Select Archive. The policy will no longer appear under the Live policies heading in the Policies tab. It will be moved to the Archived tab.

4. You can access and reinstate the archived policy to the Documents tab by selecting the Unarchive icon:

    

If you have any further questions, just open a chat with us, we are here to help.