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Sharing Documentation Internally

Sharing Documentation Internally

Finn O'Brien

Last updated: 29 October 2025

In this article, you will find:

  • Navigation guidance for accessing the internal policy management area.

  • The process of adding a new policy to the internal policy management area.


Accessing Internal Policy Management

The Internal Policy Management area allows you to upload policies, distribute them to employees, and track their acceptance across your entire business. To add a new policy, navigate to the Internal Policy Management area, located within Compliance > Policies, as shown below:

Navigation guidance for accessing internal policy management

Sharing a Policy Internally

Once on this new page, select New Policy as demonstrated below:


Screenshot showing how to add a new policy to the internal policy management area


Once selected, you will be prompted to fill in more information about the policy. Let's review each of these areas:

  • Policy Name: The name of the policy.

  • Version: What version the policy is on.

  • Author: The author of the policy.

  • Owner: The person responsible for the policy.

  • Access Control: Which departments have access to the policy.

  • Associated Risks: Whether the policy encompasses any risks (e.g. data protection, insider threats).

  • Regulatory Mapping: Whether the policy is required for compliance with a standard.

  • Effective Date: The date the policy came into effect.

  • Review Date: When the policy is due to be reviewed/updated.

  • Attachments: An area to attach the policy so it can be read by employees.

  • Emails to Notify: Which email addresses the policy should be sent to.

Once completed, pressing Submit will upload the policy, and all the added information, into the platform.

Note: Please make sure that you include the email addresses of ALL the employees that you wish to notify about this policy, as this cannot be edited later. If you wish to change an email address, please either contact a member of the support team, or create a New Policy and add the correct emails.

For more information about sharing uploaded documentation with specified employees, please see our dedicated support article.


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