The Advanced Policy Module includes 40+ HR and IT policies and Policy Packs.  In this document we share how you can modify existing Global templates.


Note: Editing global policies will change the Global policy available to all companies.  If the goal is to edit at the customer level, please click this link for the Modifying Customer Policy KB Article.


1. Navigate to the Global Policy Templates from the Module menu choose POLICY and then navigate to Policy Template.



2. Choose the template you want to edit and then click the Edit Icon on the right-hand side of the list.



3. Global Policies can be edited and we have multiple tools to help support those efforts.


a. Edit any content in the WYSIWYG editor.

b. Show Available Macros and insert any available data into your document.

c. Tag policies for better organization and classification.


Editor Tools



Available Macros



If you have any further questions please email support@vciotoolbox.com.