Policy - Internal Versioning

An automatic Version Number will be generated once a policy is created/published.

  • When creating a Policy, the admin user can also specify the relevant internal versioning via the below field:

  • If you require the Customer Policy Version to be displayed to end users on their home page and within the Policy Overview Report, you can enable this setting withing Settings > Company Edit > System Settings

  • The Customer Policy Version field can be added as a new column to the Policy Overview Report via the 'Column Visibility' button.

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