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How to Attach a Survey to a Policy

  1. First, ensure a survey has been created via Products>Policy>Survey Creation with the Create as attached survey checkbox ticked.
  2. For new policies: open your policy via Products>Policy>Policy Creation>Create 
    For existing policies: open your policy via Products>Policy>Policies in Progress>Actions column >Options>View Policy.
  3. Under the Options tab, set Attach Survey to Yes.
  4. Under the Options tab, search for the survey created in Step 1 in the Attach the following survey box.
  5. The policy can then be saved or published with the survey attached.