Creating a new policy is straightforward and allows you to tailor guidelines and procedures to meet your organisation’s needs. This guide will walk you through each step, from naming and categorising your policy to editing its content and configuring settings for signatures and access control. Follow these instructions to efficiently create and implement a new policy using the policy management platform.
Navigate to the View Policies page from the menu bar under the uPolicy drop-down. The policy management portal link is https://app.user-training.com/portal/ .
Click on the Create Policy button.
3. You will now have the option to either start building your policy using one of the pre-built templates or create it from scratch.
(If you create your policy from scratch, skip to step 5.)
4. The policy template selection window will open, allowing you to browse through all available templates on uPolicy and select the one you wish to edit.
In the policy editor, start by naming your policy and selecting a category from the drop-down list.
Next, you can begin editing the policy text. Use the toolbar to format your text with titles, bold or italicised styles, centered text, and hyperlinks as needed.
In the Signature Settings tab, you can configure if and when the policy is automatically sent out for signing. The right pane provides descriptions for each signature setting option as you select them from the drop-down on the left.
In the Access Control tab, assign a Policy Owner and decide if the policy should be viewable on the external policy access page (if enabled).
Once you have finished editing, click the Create Policy button to finalise your policy.
Reference: https://help.usecure.io/en/articles/3371252-creating-a-new-policy