The Global Template library allows you to add your own templates to the system should your needs go beyond our supplied policy templates.
To add a new Policy:
1. Navigate to the Global Policies, which are accessible from the POLICY module on the top menu (if you are subscribed). Then click new to launch a new template.
2. This will open up a New Policy document and you can add the following:
a. Name
b. Description
c. Tag for Organization or Classification
d. Insert your document
e. Leverage Macros to pull in client data.
Available Macros
3. Click Create when you have completed your policy and make it available in the Advanced Policy System.
If you have any questions or require additional service, please email support@vciotoolbox.com.