Downloading policies provides a clear audit trail, helps track version updates for compliance, and allows easy sharing or offline storage.
The PDF includes detailed version history, such as:
Policy Information: Name, description, and renewal date.
Version Details:
Full version history
Creation date, approval date, published date , policy owner, and approver name.
Download your policies
Easily download your policies from the Policy Center. Follow these steps:
Go to the Policy Center and ensure you are on the Active Policies tab.
Choose how you'd like to download:
Download All: Select the Download All button to download all of the active published policies. Policies in other statuses (such as Draft, Needs Approval, and Approved) will not be included.
If the Download All button is disabled, it means there are no published policies available to download.
Download a Single Policy: Use the search bar to find the specific policy. Select the current version icon (
), and then you can download the PDF file.
With these options, you can quickly export policies in PDF format.