You can upload PDF files into uPolicy to enable you to import your existing policy library.
If you want to create a policy with the uPolicy editor or using a template instead, you may be interested in:
- Learn how to create policies with uPolicy
How to upload a PDF into uPolicy
To import a PDF into uPolicy, you will need to follow largely the same steps as when creating a new policy from scratch.
Step One - Start creating a new policy from scratch
You will need to find the View Policies page from the top menu bar, and then click the Create Policy button. In the drop-down, click Create from Scratch.
Step Two - Give your policy a name and a category
This will help you find the policy later and keep a neat library.
Step Three - Choose the PDF Upload Content Type
In the Policy Content Type drop-down, select PDF Upload.
Step Four - Upload your policy
Once you choose the PDF Upload content type, the upload button will appear below.
Step Five - Finish creating your policy
You can fill out the details on the Signature Settings and Access Control tabs, and finish importing your new policy by clicking the Create Policy button at the bottom of the page.
- Read more about Signature Settings and Access Control