The Policy Creation tool will open with various tabs to complete.

The Policy tab is for naming and uploading the policy and documents. 

Fields to complete:
Name = Policy name
Title = Policy title
Keywords: These make it easier to find the content via a search, and they are visible to end users.
Policy Author: Optional – insert this information for clarity, if required.
Section 1
Title: Policy document's title
Description: Policy document's description
Choose section content: PDF, Custom Text or Linked URL. PDF is the most common and recommended content type.
Policy Date: Use this to add an Original Policy Creation Date.

Use the Response Options tab to create a button which users will click to acknowledge they have read the policy.

Fields to complete:
Text: This is the text for the button, e.g. ‘I agree’ or ‘I have read and understood’.
Properties: Can be either ‘Close Message’ or ‘Request Exemption’.
Close Message: Use this option for users to acknowledge that they’ve read the policy document.
Request Exemption: If required, you can provide this option for a user to request exemption from a Policy.

Categories: For selecting the relevant category for your policy.

Options: For additional features.  (Note: For Basic policies, these options may not be required.)

Related Items: Used for adding a related document or URL to your Policy.

Target: Select those users who are to receive the Policy.

Email: This gives you the option of sending a customised email to users advising that a Policy is awaiting their review. (You can choose to send this email later.)

Send Now: Once you click Publish, the email will be sent to all users ticked within the 'Target' tab.
Send Later: You can choose to send the email to users at any time via the Policy in Progress table.