How to Upload Policies

To import a PDF into uPolicy, follow these steps, similar to creating a new policy from scratch:

Step One - Start creating a new policy from scratch:

• Go to the View Policies page from the top menu bar.

• Click the Create Policy button and select Create from Scratch from the drop-down.

Step Two - Name your policy and assign a category:

• This helps you organise and locate the policy later. 

Step Three - Select PDF Upload as the content type:

• In the Policy Content Type drop-down, choose PDF Upload.

Step Four - Upload your policy:

• Once you select PDF Upload, the upload button will appear. Click it to upload your PDF.

 
Step Five - Finish creating your policy:

• Complete the details in the Signature Settings and Access Control tabs.

• Click the Create Policy button at the bottom of the page to finalise your policy.

Is there a limit to the number of custom policies that can be uploaded?

There is no limit to the number of policies that you can upload to the uPolicy library.