Creating Your First Policy
You can prepare policies from a purchase or create a document in your workspace. Both routes produce a draft that you should check against your organisation's actual practices before publication.
1. Prepare a purchased policy or pack
- Choose policies in the shop, add them to your cart and complete checkout.
- Open your paid order in Purchases and continue preparation.
- Confirm your business details and answer the questions for the purchased policies. Use Save progress to keep your work.
- Review your answers and preferences, then explicitly confirm generation.
- Open the completed drafts from the order and check each document.
Payment alone does not start generation. If a policy is still processing, failed or held, use its order status and available recovery action. Do not buy the same item again to retry preparation.
2. Create a policy from your own content
With permission to create policies, open Create Policy. Choose Write from Scratch, Paste Existing or Upload Document. The upload option accepts text and Markdown files (.txt and .md).
Enter the title, category and policy content, then choose Create Policy. Wait for the save to succeed before leaving. Check the resulting document in Policies.
3. Review the draft
Check names, responsibilities, systems, scope and procedures. Remove statements that do not describe your business and ask the appropriate subject expert to review areas that need specialist judgement.
Open a policy to use the available editing and download actions. On a narrow screen, some actions appear in the policy's actions menu.
4. Submit for review and publish
Available actions depend on your permissions, the document's status and workspace configuration. A draft can offer Submit for Review; an approved policy can offer Publish. Use the controls shown on the document. If the action you need is unavailable, ask your workspace administrator to check your access and the policy's review status.
Publication and employee distribution are separate steps. See Distributing Policies when the reviewed policy is ready to share.
Still need help?
Email our support team at support@policy-suite.com — we typically respond within 24 hours.