The Policy Center is accessible from the left-hand sidebar of Complyance. You'll find it located below the Control Center and Evidence Center and above Alerts.
How to Add a New Policy
To add a new policy, click the + New Policy button located in the top-right corner of the page.
You will have two options: Create a Policy or Upload a Policy.
Create a Policy
Opens the in-platform Policy Editor within the Policy Drawer.
The Policy Editor is ideal for drafting new policies directly in the platform - simply paste in, or type out, and format your policy in platform.
- Any text you enter is saved automatically—no need to click a “Save” button.
Upload a Policy
Best for uploading an existing policy file.
Simply click the 'Add new file' button in the bottom right, select your file, and it will be added to the system.
Once you select Create or Upload, the Policy Drawer will open. Here, you can fill in both system fields and any custom fields specific to your policy.
System Fields in the Policy Center
- Policy Name: The name of the policy (no need to include your company name).
- Description: A brief summary describing the policy or its purpose.
- Owner: The Complyance user responsible for this policy. The owner will receive an email if the policy becomes overdue or needs approval.
- Approvers: Users who will serve as approvers for the policy.