PolicyPal Policies User Guide

If you are looking to update an existing policy, please see follow the "Replace/Update an Existing Policy Document" instructions

1. Open Policy Pal > Policies.
2. In the Upload New Policies section, select Select PDF files.
3. Choose one or more PDF files from your computer.
4. If needed, select a Category.
5. If you want the system to try to fill in the expiry date and version automatically, tick Use AI to populate expiry and version.
6. Select Upload Policies.

Each uploaded PDF creates a published policy entry automatically.

Notes

• Only PDF files are accepted.
• If you upload multiple files together, the selected category is applied to all of them.
• If AI is enabled and available on the site, the plugin may populate the expiry date and version for you.

1. Open Policy Pal > Policies.
2. Find the policy you want to update.
3. Select the Replace file button on that policy row.
4. Choose the new PDF file from your computer.
5. Wait for the upload to complete.

The existing policy entry stays in place, but the attached PDF is replaced with the new file.

When To Replace Instead Of Add

• Use Replace file when the policy is the same policy but has a newer version.
• Use Upload New Policies when you are adding a completely new policy that does not already exist in the list.

You can update the policy information directly from the policy row.

• Label: change the displayed name of the policy.
• Slug: change the public URL ending for the policy. If you edit the slug, you will get a pop-up which asks if you would like to create a redirect from the old slug to the new one. We recommend you select yes to this.
• Category: move the policy into a different category.
• Expiry: select the month the policy expires.
• Version: enter or update the version number.

If a policy is locked, some fields cannot be changed until it is unlocked.

Copy A Policy Link

1. Find the policy in the list.
2. Select the Copy link button.
3. Paste the copied link wherever you need it.

This copies the live public URL for that policy.

1. Find the policy in the list.
2. Select the Delete button.
3. Confirm the action if prompted.

Use this only when the policy should be removed completely from the site. This action is irreversible

A locked policy has restricted editing for non-admin users. An unlocked policy can be edited normally. Select the padlock button on the policy row to change its lock status.