How to attach a Survey to a Policy

  • First, ensure a survey has been created via Products > Policy > Survey Creation with the Create as attached survey checkbox ticked.
  • 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.
  • Under the 'Options' tab, set Attach Survey to Yes.
  • Under the 'Options' tab, search for the survey created in Step 1 in the Attach the following survey box.
  • The policy can then be saved or published with the survey attached.
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