Instructions on how to update your company details on policies generated.
When updating company information in the Company Profile, it will be updated automatically on policies that are in Draft state but not if pending Approval or Live.
In order for the policies that are pending Approval or Live to show the updated company information, they will need to be updated individually. Please note, if you update a policy it will need to be re-approved.
- Navigate to Policies & Docs in the left hand menu in the Adoptech portal.
- ON the Live tab, find the policy to be updated under either the Approvals or Live policies heading. Select the meatball menu to the right and select Update current version
- Select Minor or Major, give a reason for the new version and click Continue
- This will take you back to a completed draft of the policy where you can make changes if needed.