This guide will walk you through everything you need to know to start signing policies
Welcome To Step 6 Of Your Onboarding Journey!
🎨Customize Your Policies to Your Company Brand
Before your team begins signing policies, take a moment to align them with your brand’s identity. A well-branded policy not only looks professional but also builds trust and consistency across your organization.
1) Click on the three dot menu and select 'Policy Settings'.
2) Select 'Edit' to start customizing the header and footer of your policies
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Your company logo
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Your company name
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Any other branding elements (taglines, slogans, etc.)
The footer is a great place for:
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Contact information
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Legal disclaimers
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Versioning or document ID
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Other notes relevant to your company policies
💡 Tip: You can customize the header and footer text using formatting options like bold, italics, color, font, and alignment.
4) Choose whether the header and footer should appear on all policies by toggling the display option on or off.
👤 Assign a Policy Owner
Ownership matters. Every policy needs a responsible point of contact.
1) Go to the Policies screen.
2) Find the policy you want to work on and select Assign Owner. Use the search bar to find the user or choose from the dropdown options.
💡 Tip: The assigned owner will be the person responsible for reviewing, signing, and managing the policy.
🖊️ Finalize Policy Content
Before signing a policy, it’s important to review and tailor its content to match your company’s specific processes and terminology.
1) Click into the policy to start your review.
2) Select ‘Edit’ to begin making changes.
3) Replace all yellow-highlighted placeholder text with terms that fit your processes, and remove the highlights.
4) Click ‘Save’ to apply your changes — unsaved edits will be lost.
✅ Sign the Policy
Once the policy looks good and the content has been finalized:
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Select 'Sign Policy' to record your approval
💡 NB: Policies should be reviewed, updated, and re-signed off every year.
Policies Are Being Signed!
➡️ Next up in your onboarding journey: Explore The Control Center
💡Look for the “Start Tour” button in the platform to walk through this step.
