How do I update or archive my policies?

To make changes to a live policy:

1. In the left hand menu select Policies & Docs.

2. Under the Live tab 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 Archive a live policy:

1. Go to Policies & Docs and select the All Docs tab at the top.

2. Find the policy you wish to delete and select the meatball menu (⋯).

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

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

    

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