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How to Edit a Policy in the Policy Library

Learn how to modify an existing policy. This guide walks you through updating a policy.

  1. Click "Policies".
  2. Click the Edit (pencil) button.
  3. To Edit the Review Schedule, Click the date field.
  4. To Edit the Policy Name, update the "Policy Name *" field.
  5. To Edit the Policy, click the up arrow and upload a new Policy.
  6. Click "Save Changes".
  7. Click the "x" in the top right corner.
  8. Click "Home" to return to the Dashboard.