After clicking on the plus button in the top right-hand corner or on the pencil button to the right of the document in the overview of the Policy document module, you can add or edit a document.
New document
Upload the policy document.
Title
Edit the default title.
Import date
Edit the default import date.
Publication date
Edit the publication date.
Status
Add a status.
A dropdown menu with default values can be created by the Helpdesk.
Committee
Select the distribution committee.
Case code
Select a case code.
Category
Select a category.
Document type
Select a document type
Publish
Select No if you do not want to publish the document yet.
Confidential
A confidential document can’t be published.
Search available documents
Search within documents that have already been uploaded to the dashboard and select one to add as a policy document.
Click Save and new to add another policy document.
Click Save and attachment to save and add an attachment.
