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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.